Adding a direct payment link to your emails with no need for customer login
In this guide, we look at how you can add a payment page link to your customer emails that enables them to make a payment without needing to activate their account and log in.
Add the shortcode to your email
To add the direct payment page link to your emails, please add this shortcode to your email templates: [Direct Payment Link]
This will add a button saying “Pay now” to your template.
The button colour is set based on your CTA button colours in your Customer Portal settings > Styling tab.
The payment page link sent out is unique to that job/customer – a link should not be copied from one job and pasted to another customer as it will not load the relevant payment details.
Check your payment page rules
Your payment page will only allow payment if your job rules have been set. For example:
Allow payment without terms: if you do not allow payment without terms being signed first, the page will load but ask customers to complete terms before being allowed to continue. This is set under Settings > Account settings.
Billing contact: by default, this is always the customer. However, in your referral partner rules, if you have set this to be the referral partner, then the customer will not be able to view the payment amount and options.
Adding payment options: you can add online payment or bank transfer details under Settings > Account settings. If no payment options are set up, no options can be presented to your customer.