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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.

Payment links let your customers pay for their invoices by themselves with a link shared via email with their preferred payment method.

User Roles: Admin, Cashier, Sales, Sales Allocations, and Sales Manager.

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

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:

  1. Open or create the order you are requesting payment for in the Order Entry.

  2. Click on the Email button.

  3. Add the email address where you will send the invoice.

  4. Check the Payment Link option.

  5. 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.

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Send a Payment Link from the Order Summary

To send an invoice with a payment link from the Order Summary, do the following instructions:

  1. Go to Order Entry - Order Summary.

  2. Open or create the order you are requesting payment for in the A/R module.

  3. Click on the button in the Actions column.

  4. Select Email Docs.

  5. Add the email address where you will send the invoice.

  6. Check the Payment Link option.

  7. 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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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.

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Frequently Asked Questions (FAQs)

General Questions

 As a merchant, how can I understand what payment links are?

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.

 Why would using payment links benefit my business?

Using payment links streamlines your accounts receivable collection process, greatly reduces manual efforts, improves efficiency, and enhances the overall customer experience.

 How will these payment links be incorporated into the invoices I send?

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.

 What types of payment methods can my customers use?

When making payments through the payment links, your customers can use credit cards or debit cards.

 Is it possible for me to create payment links manually for purposes other than invoices?

No, the payment links are automatically created and embedded in the invoices; manual generation outside of invoices is not supported.

 What is the cost of using Payment Links?

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

 In what ways will payment links make my invoicing and payment processes more efficient?

Payment links automate payment processing within Komet Sales, reduce manual tracking, and provide real-time payment tracking and reporting, significantly enhancing overall efficiency.

 Is there any way for me to personalize or disable payment links on my invoices?

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

 How can I be sure that payment links are safe for my customers to use?

Our payment links are PCI-compliant and use data encryption to ensure the highest level of security.

 What steps should I take if a customer's payment through the link doesn't go through?

If a payment link fails, you can manually re-send the invoice to the customer using a newly generated payment link.

Usage

 What is the process for my customers to make payments using these links?

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.

 What should I do if a customer fails to make a payment before the link expires?

You will need to send a new invoice to the customer which will include a new payment link.

 Will my customers be required to log into Komet to make a payment?

No, the payment link is a secure payment channel that does not require any authentication from your customers.

 What if my customer already paid an invoice using a different method?

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.

 Will changes to an invoice affect the payment link sent to my customer?

If an invoice is modified, please send the new invoice to the customer and inform them to use the most recent payment link.

 Will I still have the option to process payments on behalf of my customers?

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.

 Will the refund process change or cost more if my customer uses the payment link?

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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