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This feature is currently being tested by our Beta Users. If you’d like to try this and other new features before everyone else, contact us so we can add you to the beta tester group.
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Payment links let your customers pay for their invoices by themselves with a link shared via email with their preferred payment method.
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This is a feature of KometPayments. If you don’t have an account yet, you can create one in minutes by following the instructions in this article: KometPayments |
Table of Contents
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Send a Payment Link from the Add Order Screen
To send an invoice with a payment link from the Order Entry module, do the following instructions:
Open or create the order you are requesting payment for in the Order Entry.
Click on the Email button.
Add the email address where you will send the invoice.
Check the Payment Link option.
Click on Send.
After you send the invoice, the customer will receive it via email as a PDF file. The invoice will contain a button to make the payment.
When the customer opens the link, it will be active for 24 hours. If the customer doesn't complete the payment within 24 hours of opening the link, it will expire, and they will need to request a new one.
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Tip! Send payment links by default.Automatic Invoices always contain a payment link. If you want to send a payment link every time you send a pending invoice via email, you can set it up from the KometPayments settings. |
Send a Payment Link from the Order Summary
To send an invoice with a payment link from the Order Summary, do the following instructions:
Go to Order Entry - Order Summary.
Open or create the order you are requesting payment for in the A/R module.
Click on the button in the Actions column.
Select Email Docs.
Add the email address where you will send the invoice.
Check the Payment Link option.
Click on Send.
After you send the invoice, the customer will receive it via email as a PDF file. The invoice will contain a button to make the payment.
When the customer opens the link, it will be active for 24 hours. If the customer doesn't complete the payment within 24 hours of opening the link, it will expire, and they will need to request a new one.
How does a payment link look for the customer?
The customer will receive their invoice as a PDF via email. In this PDF, they will have a button that will send them to the payment page.
Frequently Asked Questions (FAQs)
General Questions
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Payment links are URLs that you can share with your customers to allow them to securely submit their payment information and make payments directly through a web interface. |
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Using payment links streamlines your accounts receivable collection process, greatly reduces manual efforts, improves efficiency, and enhances the overall customer experience. |
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Payment links will be automatically embedded in the Komet invoices you email to your customers, allowing them to make secure and quick payments directly from the invoice. |
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When making payments through the payment links, your customers can use credit cards , or debit cards, and ACH transfers. |
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No, the payment links are automatically created and embedded in the invoices; manual generation outside of invoices is not supported. |
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Offering your customers Payment Links on your invoices is free. Standard KometPayment fees apply only if the customer makes a payment using the payment link. |
Features
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Payment links automate payment processing within Komet Sales, reduce manual tracking, and provide real-time payment tracking and reporting, significantly enhancing overall efficiency. |
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No, merchants cannot disable or personalize the payment links embedded in the invoices when they are automatically created. You can disable payment links for manual invoices from the KometPayments settings. |
Security and Compliance
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Our payment links are PCI-compliant and use data encryption to ensure the highest level of security. |
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If a payment link fails, you can manually re-send the invoice to the customer using a newly generated payment link. |
Usage
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Your customers can click on the payment link embedded in the invoice email, which will direct them to a secure page where they can submit their payment information and complete the payment. |
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If the link expires without payment, a new link will be generated, ensuring your customer can still make the payment without any issuesYou will need to send a new invoice to the customer which will include a new payment link. |
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No, the payment link is a secure payment channel that does not require any authentication from your customers. |
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If an invoice is paid through other channels, the payment link will indicate that the invoice has already been paid if your customer attempts to use itthe Invoice has been paid, the invoice your customer receives via email will not include a payment link. In the unusual case that the invoice was sent with a payment link, but the payment is made through another channel and then the customer pays using the link, the system will register it as an overpayment which you can refund as usual. |
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If an invoice is modified, the payment link will reflect the most updated invoice amount, ensuring your customer pays the correct amountplease send the new invoice to the customer and inform them to use the most recent payment link. |
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You will still be able to process payments as you currently do. The new feature simply allows your customers to make payments directly through the links, allowing both methods to coexist. |
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No, the refund process will remain the same. Even if a customer pays via the payment link, you can process refunds through Komet for both credit card and ACH transactions, and the cost of processing refunds will remain unchanged. |
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