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Send a Payment Link without an Invoice

  1. Create a Custom Link with Variables
  2. Share the Payment Link
  3. Link is Clicked
  4. Payment is Submitted

Create a Custom Link with Variables

  1. Get your unique, encrypted org Id.
    1. Open an existing Invoice.
    2. Copy the URL in “Pay Invoice URL” field.
      1. For example, “https://pay.opero.com?orgId=DZT3B4pDy7Wxy%2BZ3T8cJJwmz0zVSVvD4sP1g%2Fqwe0ScR%2BZVfFm7uWy9xykguiaaa&inv=%2FxH4n5juyc4GXd96aUxySR7t4z6707%2F8mleM6PcEKZ77OKKl9xh5gvG3ND4OkHg000”
  2. Remove the section after “&inv=…”
    1. For example, the above link would become “https://pay.opero.com?orgId=DZT3B4pDy7Wxy%2BZ3T8cJJwmz0zVSVvD4sP1g%2Fqwe0ScR%2BZVfFm7uWy9xykguiaaa”
  3. This is the custom link with no variables.
    1. If you only include the Org Id and no other variables, when clicked it will open a blank Make a Payment Web Page with no values populated. The customer can enter an amount to pay as well as their payment information. When they submit a payment, an invoice record will be automatically created (which you can optionally discard).
  4. Add variables to automatically populate values on the Make a Payment Webpage and/or relate the payment to an existing record.
    1. Use the following format: https://pay.opero.com/?orgId={Org Id}&{variable}={value}.
    2. Example link with one variable: https://pay.opero.com/?orgId=00D5f000002cE2mHEE&amount=55
    3. Example link with two variables: https://pay.opero.com/?orgId=00D5f000002cE2mHEE&amount=55&chargedescription=Coffee Roasters January Invoice
variableValueExample Format
relatedtoLooking for the Salesforce Id of a record.https://pay.opero.com/?orgId=00D5f000002cE2mHEE&relatedto=a015f00000JF3axAAB
amountLooking for a number.https://pay.opero.com/?orgId=00D5f000002cE2mHEE&amount=432
paymentdescriptionLooking for a text value.https://pay.opero.com/?orgId=00D5f000002cE2mHEE&paymentdescription=This is the payment description
customerLooking for Payment Customer.Encoded ID valuehttps://pay.opero.com/?orgId=00D5f000002cE2mHEE&customer=0UTzlogmqxZyRZfILAzPk6Ft5i%2F1QYoUwIPPtq0TKuFfqngVG2mh0XKx%2FuwBSRJN
currencyLooking for a text value, e.g., USD. Accepts the picklist values in Invoice.Currency field.
https://pay.opero.com/?orgId=00D5f000002cE2mHEE&currency=USD
mopLooking for Salesforce Id of Payment Method or Payment Method.Name.https://pay.opero.com/?orgId=00D5f000002cE2mHEE&mop=a098f000007ZA7uAAG
chargedescriptionLooking for a text value.https://pay.opero.com/?orgId=00D5f000002cE2mHEE&chargedescription=This is the charge description
completionurlLooking for a URL to redirect to after a successful payment, e.g. https://www.opero.com/https://pay.opero.com/?orgId=00D5f000002cE2mHEE&completionurl=https://www.opero.com/knowledge/

Share the Payment Link

To share with customers, merge the link into an email template. You can also attach a copy of the invoice to the email.

Link is Clicked

When the Customer clicks the link, it will take them to the Make a Payment Web Page. The customer enters their payment information and clicks “Submit”.

Payment is Submitted

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

  1. Creates a Payment record.
  2. If the custom link contains the relatedto variable, relates the submitted payment to any object.
  3. Creates an Invoice record and relates it to the Payment record created in step 1, but can technically be discarded if not in use.
  4. Creates a Payment Customer record if the option to save payment information is selected.
  5. 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.