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Send a Payment Link for an Invoice

  1. Create an Invoice
  2. Share the Payment Link
  3. Link is Clicked
  4. Payment is Submitted

Create an Invoice

When you create an invoice, a unique link is populated in the “Pay Invoice URL” Field.

Share the Payment Link

Share the “Pay Invoice URL “link with customers by merging it into an email template. You can also attach a copy of the invoice to the email. Internal Salesforce users can click this link on a record to take a payment over the phone.

Link is Clicked

Once the “Pay Invoice URL” link is clicked, Opero Payments does the following:

  1. Looks up the related Invoice record in Salesforce
  2. Opens the Make a Payment webpage. Information from the related Invoice record is displayed at the top of the page:
    1. Invoice Number – Displays the value in Invoice.Inv#.
    2. Amount Due – Displays the value in Invoice.Amount Due.
    3. View Invoice – if Invoice.Invoice Doc URL has a value, there will be a link that opens the invoice in a new window.
      • To set a value in this field, configure Opero Documents to Generate the Invoice. Set Document Action.Save URL to Salesforce Field = opay__Invoice_Doc_URL__c.
    4. If there is a value in Invoice.Charge Description, this text is displayed at the bottom of this section.
  3. The user/customer completes the Billing Contact and Payment Information sections and clicks “Submit”.

Payment is Submitted

After the payment is submitted, Opero Payments does the following:

  1. Creates a Payment record and relates it to the Invoice.
  2. Updates the Invoice Status to “Paid” if paid.
  3. Creates a Payment Customer record if option to save payment information is selected.
  4. Populates Payment Customer lookups on related Payment and Invoice records. You can configure Flow or Apex to copy this lookup value to another place to store for the next invoice generated.

Additional Resources: