Payment Links

Owned by Andres Toledo
Last updated: Nov 29, 2024
6 min read

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 Koronet Payments. If you don’t have an account yet, you can create one in minutes by following the instructions in this article: Koronet Payments

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.

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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.

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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. This invoice will contain a button to make the payment.

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Send a Payment Link With Your Statements

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:

  1. Go to A/R and select Aging / Statements.

  2. Search the customer.

  3. Click on the Create / Send Statement button from the Actions column.

  4. Add the statement information.

  5. Check the Payment Link option.

  6. 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.

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Send Payment Links from the A/R Module

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:

  1. Go to A/R and select Open Invoices.

  2. Search the invoice(s) you want to send.

  3. Select the invoices you are sending by checking the box on the left.

  4. Click on Send Payment Links.

  5. Add the email addresses to which you will send the invoice(s).

  6. 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.

 

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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.

 

 

 

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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:

  1. Go to Setup and select Customers.

  2. Search the customer.

  3. Click on Edit and click on Advanced.

  4. Uncheck the Enable payment links setting.

  5. Click on Save.

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Frequently Asked Questions (FAQs)

General Questions

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.

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

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.

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

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

Features

Security and Compliance

Usage

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