When you enable Actionstep Payments you will see changes to your billing email template so that a link will display linking your invoice email to Actionstep Payments.
The link shown will depend on whether you use any other payments integrations (Law Pay or Pro Pay) and how your invoice template is set up.
The following links will be displayed on the invoice template depending on the following system set-up.
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NOTE BillPay in the table below refers to both "Law Pay" and "Pro Pay" |
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System setup |
Result shown on Billing email template |
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No BillPay No Actionstep Payments |
No payment link displayed |
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No BillPay Actionstep Payments configured No Actionstep Payments link for the invoice |
No payment link displayed |
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No BillPay Actionstep Payments configured An Actionstep Payments link for the invoice |
Display text prompting the user to pay, hyperlinked to the Actionstep Payments payment screen |
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BillPay configured Actionstep Payments configured No Actionstep Payments link for the invoice |
Display BillPay link |
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BillPay configured Actionstep Payments configured An Actionstep Payments link for the invoice |
Display text prompting the user to pay, hyperlinked to the Actionstep Payments payment screen |
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BillPay configured No Actionstep Payments |
Display BillPay link
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NOTE Actionstep Payments will only create a Payment link for a customer that has been billed since Actionstep Payments has been turned on. |
The billing email template looks like this and can be accessed from Admin - Email :-
You can access and make changes to this billing template by going to Admin - Email - Email Templates - New Template (green button on right hand side) and selecting Standard Bill Email.
For more information on saving and using custom bill email templates please see this article: Bill/Invoice Email Templates
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NOTE If you are in doubt when creating bill email templates or how any of the merge fields work please contact one of our Consulting Partners in order for them to create your template for you. |
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