Skip to content Skip to main navigation Skip to footer

Make a Payment Web Page Overview

This article provides an overview of the Make a Payment Webpage sections and fields, along with information about where the data is saved in Salesforce once a payment is submitted.

Make a Payment

FieldDescription
For Invoice #
Displays value in Invoice.Inv# field.
Amount Due isDisplays value in Invoice.Amount Due
If Invoice.Invoice Doc URL has a value, then a link “View Invoice” is displayed, which links to Invoice.Invoice Doc URL in a new window. For more information on this feature, see this article: Generate Invoice PDF and Email
If Invoice.Charge Description has a value, then the text in this field is displayed below the Amount Due.

If the URL is not related to an existing invoice, this section is labeled “Pay”. If the URL contains “amount” variable, this amount is pre-populated. Otherwise it is blank and the user/customer can enter an amount to pay.

Billing Contact

Field Description
First NameThis will be saved in Payment Customer.First Name.
Last Name This will be saved in Payment Customer.Last Name.
EmailThis will be saved in Payment Customer.Email.
Additional Billing Emails (Optional)This will be saved in Payment Customer.Additional Billing Emails.

Payment Method

FieldDescription
Select Payment MethodCustomers can charge a payment method on file (if applicable) or enter a new payment method.

Charge Payment Method on File – If the customer previously opted to save their payment information, There is an option to charge this payment method on file.

Enter a New Payment Method – If this option is selected, the customer is prompted to select a payment method and enter their card information (number, exp date, cvc).
AuthorizationAuthorize Opero to save payment information for future payments, or opt out.
CaptchaCustomers must complete Captcha in order to submit payment.