V9 - Handling online customer invoice payments

The SOS Pay setup process must be completed 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 Customer payment link to an invoice transaction record at the time it is saved, as shown in the screenshot below. The link connects to a secure payment page where the customer can pay the invoice online. (The icon next to the Customer payment link allows you to copy the URL to which the link directs, but this is not needed for emailing an invoice.)

The Customer Payment Link is added to the invoice at the time the transaction is saved. The icon next to the link allows you to copy the payment link's URL, if desired.

When you are ready to email an invoice to the customer:

Go to the Invoices list (Operations > Sales > Invoices) and locate the transaction record.
Choose Email from the record's Actions menu dropdown. A pop-up window will appear. Make sure that the body of your email Message field contains the [PaymentLink] merge field code.
In the Template field, leave the default invoice form template or choose an appropriate one for this customer.
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:

Sample online payment page

On this page, you will see two buttons that allow you to select your payment method.

Pay via credit card. If selected, a pop-up window appears in which the customer enters the credit card information that Payments Dashboard will use to process the payment. Fields include Name on account, Zip, Card number, Expiration, and CVV.
Pay via eCheck. If selected, a pop-up window appears in which the customer enters the banking information that Payments Dashboard will use to process the ACH payment. Fields include Name on account, Zip, Account number, Verify account number, Routing number, and Account type.

If you need more information on the pop-up windows, see Using SOS Pay payment methods.

The system will notify the customer immediately whether the payment was processed successfully.

A sample online invoice is marked "paid" when the payment has been successful.

After your customer has completed their payment, they can get a PDF copy of their paid invoice by using the Download button. The receipt that the customer gets will use the template that your company has designated in the Invoice template field of the Payment settings (Tools & settings > Configuration > Payments > General).