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
Field | Description |
For Invoice # | Displays value in Invoice.Inv# field. |
Amount Due is | Displays 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 Name | This will be saved in Payment Customer.First Name. |
Last Name | This will be saved in Payment Customer.Last Name. |
This will be saved in Payment Customer.Email. | |
Additional Billing Emails (Optional) | This will be saved in Payment Customer.Additional Billing Emails. |
Payment Method
Field | Description |
Select Payment Method | Customers 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). |
Authorization | Authorize Opero to save payment information for future payments, or opt out. |
Captcha | Customers must complete Captcha in order to submit payment. |