| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt | ||
|---|---|---|
Payment links let your customers pay for their invoices by themselves with a link shared via email with their preferred payment method.
|
| Info |
|---|
This is a feature of KometPaymentsKoronetPayments. If you don’t have an account yet, you can create one in minutes by following the instructions in this article: KometPayments KoronetPayments |
Table of Contents
| Table of Contents | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
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.
| Info |
|---|
Don’t want to send payment links to a specific customer?Automatic Invoices always contain a payment link. If you have a customer who you don’t want to send payment links to, you can turn them off from the customer settings by going to Setup > Customers. |
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. This 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.
If you usually send statements to your customers at the end of the period, you can also add a payment link for the total of the statement’s pending balance.
To send an invoice with a payment link with a statement, do the following instructions:
Go to A/R and select Aging / Statements.
Search the customer.
Click on the Create / Send Statement button from the Actions column.
Add the statement information.
Check the Payment Link option.
Click on Send.
After you send the statement, the customer will receive it via email as a PDF file. This 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.
From the Open Invoices screen, you can send payment links to different customers and multiple invoices simultaneously. This can help you request multiple payments faster and simplify your workflow.
To send a payment link from the A/R, do the following instructions:
Go to A/R and select Open Invoices.
Search the invoice(s) you want to send.
Select the invoices you are sending by checking the box on the left.
Click on Send Payment Links.
Add the email addresses to which you will send the invoice(s).
Click on Send.
After sending the invoices, the customer will receive an email with a table containing invoice details and totals, along with a button to make the payment.
| Info |
|---|
When you send multiple invoices to the same customer, the totals will be added to a single link where they will be able to pay the total balance of the received invoices. |
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 or statement as a PDF via email. In this PDF, there will be a button that will send them to the payment page.
| Info |
|---|
When the user opens a payment link, they will see the total amount to pay. In case a credit or a pre-payment has been applied, the total will refresh in their payment screen to reflect the updated amount. |
Disable Payment Links for a Customer
If you have a customer you do not want to send payment links to, you can turn them off by doing the following instructions:
Go to Setup and select Customers.
Search the customer.
Click on Edit and click on Advanced.
Uncheck the Enable payment links setting.
Click on Save.
| Info |
|---|
If you want to disable payment links for all your customers, please contact us. |
Frequently Asked Questions (FAQs)
General Questions
| Expand | ||
|---|---|---|
| ||
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. |
| Expand | ||
|---|---|---|
| ||
Using payment links streamlines your accounts receivable collection process, greatly reduces manual efforts, improves efficiency, and enhances the overall customer experience. |
| Expand | ||
|---|---|---|
| ||
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. |
| Expand | ||
|---|---|---|
| ||
When making payments through the payment links, your customers can use credit cards or debit cards. |
| Expand | ||
|---|---|---|
| ||
No, the payment links are automatically created and embedded in the invoices; manual generation outside of invoices is not supported. |
| Expand | ||
|---|---|---|
| ||
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
| Expand | ||
|---|---|---|
| ||
Payment links automate payment processing within Komet Sales, reduce manual tracking, and provide real-time payment tracking and reporting, significantly enhancing overall efficiency. |
| Expand | ||
|---|---|---|
| ||
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 KoronetPayments settings. |
Security and Compliance
| Expand | ||
|---|---|---|
| ||
Our payment links are PCI-compliant and use data encryption to ensure the highest level of security. |
| Expand | ||
|---|---|---|
| ||
If a payment link fails, you can manually re-send the invoice to the customer using a newly generated payment link. |
Usage
| Expand | ||
|---|---|---|
| ||
Payment links are enabled by default and included in all your customer invoices. If you don’t want to have them included, read https://kometsales.atlassian.net/wiki/spaces/KB/pages/edit-v2/636682242#Disable-Payment-Links-for-a-Customer for information on how to deactivate them. |
| Expand | ||
|---|---|---|
| ||
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. |
| Expand | ||
|---|---|---|
| ||
You will need to send a new invoice to the customer which will include a new payment link. |
| Expand | ||
|---|---|---|
| ||
No, the payment link is a secure payment channel that does not require any authentication from your customers. |
| Expand | ||
|---|---|---|
| ||
If the 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. |
| Expand | ||
|---|---|---|
| ||
If an invoice is modified, please send the new invoice to the customer and inform them to use the most recent payment link. |
| Expand | ||
|---|---|---|
| ||
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. |
| Expand | ||
|---|---|---|
| ||
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. |
| Expand | ||
|---|---|---|
| ||
If you don’t want to use payment links, contact us, and we can disable them for you. |
| Filter by label (Content by label) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|