Overview
If you have credit card processing add a Pay Now button to your Private Pay invoices for customers to press and pay.
The button used and the functionality will differ depending on whether you use Stripe or Authorize.Net for credit card processing.
Article Sections
- Using Stripe - To Have In Place
- Using Stripe - Add Button to Invoice Email
- Using Stripe - Payment
- Using Stripe - Link Expiration
- Using Authorize.Net - To Have in Place
- Using Authorize.Net - Customer Login
- Using Authorize.Net - Create Silent Account if Full Access Not Granted
- Using Authorize.Net - Add Button to Invoice Email
- Using Authorize.Net - Payment
- Using Authorize.Net - Link Expiration
Using Stripe - To Have In Place
1. To Utilize the Pay Now Feature the following items must be set:
- Credit card processing must be active in your database
- Pay Button macro in the private invoice emailing template
The Pay Now button used when you have Stripe credit card processing enabled in your database will work regardless of whether your customers have a login.
Using Stripe - Add Button to Invoice Email
2. Add the Pay Now button to your email template for emailing private invoices. Go to: Setup > Other > Template Setup.
3. Type invoice in the drop down and select Private Invoice.
4. Scroll down to the bottom of the page and copy the #PAYSTANDALONEBUTTON# macro and place it into your email template. Adjust text as needed.
You may also want to include #PAYSTANDALONEURL# for use by recipients with email display settings that may prevent the button from working. This will display a link to press or copy and paste.
Using Stripe - Payment
5. When an invoice is emailed from TutorFirst either manually or automatically, your customer will see the button in the email.
6. When pressed your customer will be taken to a secure payment page to add a credit card if necessary.
7. Adding card.
8. Your customer will then be redirected to pay the invoice.
9. The card will be saved to their record for future use.
Using Stripe - Link Expiration
10. Links in the Pay Now button will expire after 5 days.
Using Authorize.Net - To Have in Place
11. To Utilize the Pay Now Feature when you use Authorize.Net as your payment processor the following items must be set:
- The customer must have a login, either a full customer account or a silent account
- Credit card processing must be active in your database
- Pay Button macro in the private invoice emailing template
Using Authorize.Net - Customer Login
12. Your customer must have a customer login created. Either a full account or a Silent Account. A Silent account is used to give access to this billing feature only but no other items in the customer login area. Used if you don't want your customers to have a regular account.
Create full account access: SP04. Creating a Customer (Parent) Login Individually or in Bulk
Using Authorize.Net - Create Silent Account if Full Access Not Granted
13. To create a silent account go to the customer list: People > Customers > Confirm Email in email field. If not add one to the username area in the record.
14. Place a check mark next to the name and in the actions menu select Create Silent Account.
15. This will create an account but will not send any notification to your customer.
NOTE: If a customer has a full user login they do not need a silent account.
16. In the customer list your customers with a full access login will have a green email background.
Silent accounts will have a blue email background.
17. Pressing Edit in the customer record on the Details tab will show password not set and Silent Account. This is normal, a password is not needed for a silent account.
Using Authorize.Net - Add Button to Invoice Email
18. Add the Pay Now button to your email template for emailing private invoices. Go to: Setup > Other > Template Setup.
19. Type invoice in the drop down and select Private Invoice.
20. Scroll down to the bottom of the page and copy the #PAYBUTTON# macro and place it into your email template. Adjust text as needed.
You may also want to include #PAYURL# for use by recipients with settings that may prevent the button from working.
Using Authorize.Net - Payment
21. When an invoice is emailed from TutorFirst either manually or automatically, your customer will see the button in the email.
22. When pressed your customer will be taken to a secure payment page to add a credit card if necessary, then pay this and any other invoices by credit card.
Using Authorize.Net - Link Expiration
23. Links in the Pay Now button will expire after 7 days.