Make the payment process easier for your clients by enabling the payment button on your public order page. We'll explain how to do it in this article.
Please note: in order to display the payment button to clients, an integration with payment service must be enabled.
How to set up the payment button display
2. In the Orders section, tick the checkbox Enable online payments.
3. In the first field In statuses, select in which order statuses you want to display the payment button on the online order acceptance form. You can select more than one status.
Important: the display of payment button can only be enabled for orders. For estimates, you can only enable acceptance buttons, but you can configure the process to accept payment on the order after the estimate is accepted. Find out more about this further in this article.
4. In the second field If paid, move to the status, select the status of the order after the client makes a payment.
Please note: for the status change to work correctly after the payment is made, it is necessary that the status in the first field is able to change to the status in the second field following the status transfer rules.
5. In the "Company's default merchant" field, select the payment system that will be used if different locations do not have a location's default merchant set. You can do this in the Settings > Locations section.
Save the settings.
Now you will see the payment button on the online order acceptance form.
🔎 Read more about configuring public pages in the following articles:
How to send a public acceptance form to a customer
Firstly, you need to set up a notification template to automatically or manually send a message with a link where the customer can view the details and accept/reject or pay for the estimate or order.
Read this article to learn how to set up an online acceptance form for estimates.
How to customize the online order acceptance template
1. Go to the Settings > Notifications > Orders page in the Templates section.
2. Click the "+ Template" button if you want to add a new template, or click on the name of an existing template to edit it.
The text of the message template can be anything, but it must contain the {Estimate Client URL} variable, it can be found in the Other block. It is this variable that forms the link for the client.
How to automatically send public form for approval
1. Click the "+ Notification" button in the "For Clients" section.
2. Select the "Work order status changed to" event and the desired status.
3. Specify the message type: SMS or Email.
4. If necessary, set up delayed sending of the notification.
5. Select a message template.
After the estimate has moved to the specified status, the client will receive a message that will contain a link to the web form.
You can also send it manually. To do this, in the open order, click Actions > Copy public link and send this public link to the client.
🔎 Learn more about how to accept payment for order via public page.
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