Invoice Page for Getting Paid

Only users that are integrated with Stripe, Authorize.NET, or ServiceMonster Pay are able to use this feature

What is the Invoice Page?

The Invoice page allows you to send your clients an invoice that they can use to pay online at their own convenience.

Users are able to email or text their customers a link that will open up a page in a new tab that shows them their invoice information, as well as gives them the option to make a payment directly online.

The Invoice Page can only be utilized if you have integrated with Authorize.net, Stripe or ServiceMonster Pay.

Demo Site: You may want to see a demo of what this will look like before setting up. You can see it here.

How to Set Up the Invoice Page

Enabling the Invoice Page

Go to the Marketplace and click on Invoice Page

Go to the Configuration tab and click on the "Enable Feature" Button

The 3 Options for Setting Up the Link

Option 1- Send Email from a template

Create an email template to send to customers using the ‘ORDER: PAYMENT LINK’ merge field.

The merge field will send a link that says ‘Click here to make a payment’ to the customer with their invoice information, and a page for them to fill out their credit card and billing info.

Create an Email Template

Go to the Marketing Tab > Select Templates

Select the Email Templates tab, click on an email template you would like to edit.

Create or modify your phrasing to introduce the payment button

Leave your cursor in the desired spot of your template

Select Advanced Options (looks like a tag)

From the drop-down, select Order: Payment Link. The merge field will be inserted into your template.

Save

Option 2 - Send Email without a pre-made template

If you choose not to create an email template, you can just add the same merge field [PAYMENT_LINK] directly to an email from the order screen, and it will email the customer with a link that says ‘Click here to make a payment’.

Open up an invoice and click on the "Email" button

Add in any text you would like there to be included in the email, as well as the payment link merge field.

Click "Preview" to see a preview of the email before you send it, and if you like it click "Send"!

Option 3 - Send SMS with templates

This way to can simply send a text to clients with a payment link.

Go to Settings and click on the Templates button

Select SMS Templates Tab, then click the "+SMS Template" Button

Create the template. Name the Template, type in your message, and add the SMS Payment Link use: [PAYMENT_LINK_SMS]

or copy (Ctrl + C) this messaging from here into your template: Thank you for your business, [FIRST_NAME]. Click on the link below to view and pay for your invoice.[PAYMENT_LINK_SMS]

Save!

There you have it!  Your SMS template is all set to go.

How to Send the Templates to Your Customers

Here are the locations where you may send the templates from.

Email

Desktop: Send from From the Order or Schedule (Job box)

Mobile Technician: send using the email template from the Order or the Schedule (Job box)

SMS Texting

Desktop: From the Schedule (Job box)

Mobile: From the texting, module select your SMS template

Sending Email or Text Automatically You may also set them up to be in the After the Job Reminder Notifications that go out automatically.

See the articles associated to this here:Text reminders: http://old.servicemonster.net/help/setting-up-using-text-reminders/Email Reminders: http://old.servicemonster.net/help/creating-job-reminders-confirmations-with-e-mail-templates/

What Happens After You Send The Link

When the customer receives the email, they are able to click a link that will take them to a page showing them their invoice, which will include any discounts and tax, if applicable. They will have the option to add a tip. They can enter their billing information and submit payment.

Once a payment is submitted, the customer will get an email notification of the amount they paid and for the order they paid towards.

Once the Customer Pays

Your company email will get a notification that a customer has made a payment and it will have the payment amount and what order it went towards. The invoice will automatically have the payment applied to it, and it will add a tip to the invoice if the customer decided to do so.

You are good to go!  Now your clients can pay their invoices with ease, and it saves you valuable time that can be spent expanding your business!