V8 - Processing customer invoice payments online
Completing the SOS Pay setup process is required before customers can make online payments. Once the setup checklist is finished, you can begin emailing invoices with payment links to customers.
Emailing invoices with payment links
SOS Inventory adds a Payment link field to an invoice transaction record at the time it is saved. The field and link appear on the saved invoice as shown in the screenshot below. The link connects to a secure payment page where the customer can pay the invoice online.
When you are ready email an invoice to the customer:
- Go to the Invoices list (Operations menu > Sales > Invoices) and locate the transaction record.
- Choose Email from the record's Actions menu dropdown. A popup window will appear that includes the [PaymentLink] merge field code in the Message field.
- In the Template field, choose from the dropdown your preferred invoice template. (The template will be similar to the version the customer sees upon selecting the payment link.)
- Make any desired changes you need, then select Send.
Paying an invoice online
When the customer clicks an emailed invoice's payment link, an online version of the invoice will appear, along with three blue buttons:
- Download. Enables the customer to download a PDF copy of the invoice before and/or after payment. The appearance of the PDF is determined by the template selected for the Invoice template field on the Payment settings page (Settings > Payment settings).
- Pay via credit card. If selected, a popup window appears in which the customer enters the credit card information that MerchantTrack will use to process the payment. Fields include Name on account, Zip, Card number, Expiration, and CVV.
- Pay via eCheck. If selected, a popup window appears in which the customer enters the banking information that MerchantTrack will use to process the ACH payment. Fields include Name on account, Zip, Account number, Verify account number, Routing number, and Account type.
The system will notify the customer immediately whether the payment was processed successfully.