Adding a 'Pay Now' Link to Your Custom Invoice Template

Once Actionstep Payments is set up in an Actionstep system, whenever you create a new invoice using Actionstep's standard, built-in invoice templates you will see a Pay Now button appearing on the PDF of the invoice. If you are using a customized invoice template for your invoices, you will have to update that template to make sure that your clients are prompted to pay online from the invoice. 

There are three parts to updating your invoice template to work with Actionstep Payments:

• Part 1: Accessing Your Current Invoice Template
• Part 2: Adding New Details to the Custom Bill Template
• Part 3: Save the Custom Bill Template Back to Actionstep

Part 1: Accessing Your Current Invoice Template

All invoice templates in Actionstep are based on a Word document template. If you are an admin user, you can access this template in the Admin area of Actionstep. 

To do this:

1. In Actionstep, go to Admin >  Billing > Custom bill templates. 
2. Click the name of the custom template you want to edit.
3. On the Edit Custom Bill Template window, click the name of the Word document that appears in the Current template list (in the right-side panel).

A copy of the template is downloaded to your computer. Locate it and open it.

Part 2: Adding New Details to the Custom Bill Template

To ensure that your invoice template works as well as possible, there are three "components" you should add to your custom bill template: 

1. A conditional merge field to make sure the button only appears when applicable
2. An image or text that will prompt your client to click it
3. A hyperlink applied to that image or text to take the client to the payment page

There are two methods you can use to achieve this. The Quick build method allows you to place a button from a provided list. Alternatively, you can create a 'Pay now' button from your own image or text.

Quick-Build Method

To make the process of inserting a 'Pay now' button easier for you we have created an array of buttons that you can copy and paste into your custom bill template. 

To do this:

1. Download this file with sample 'Pay now' buttons and their related merge field codes.
2. Open the downloaded file and find a button you would like to use from those provided.
3. Highlight the line above the button through to the line after the button. You want to make sure that you have selected the entire box.
4. Copy the highlighted section.
5. Open your custom bill template and place your cursor where you want the button to appear. Then paste the copied section.
6. You can adjust what appears in the custom bill template. You can remove any extra lines above or below what you pasted in. You can highlight the field and the merge fields that surround it and align it to suit your needs.
7. Save the custom bill template to your computer once ready.

Create a 'Pay Now' Button from Your Own Image or Text

You can use your own image or text to ensure that the display matches the current branding of your invoice template. 

To do this: 

1. Open your custom bill template and place your cursor where you want the button to appear. 
2. If you are using an image, paste it into the table cell you have just created. If you are using text, type in what you would want to appear and format it to suit your needs.
3. Highlight the text or image and right-hand click on it. Choose Link.
4. In the window that appears, enter the following in the Address field: 

   [[SP_PaymentFacilityPaymentLink]]

5. Save your changes. 
6. Adjust the location, alignment, etc. of the image or words to suit where you     want the button to appear. 

Part 3: Save the Custom Bill Template Back to Actionstep

Once you have saved the Word document, you can upload it back into Actionstep. 

To do this:

1. In Actionstep, go to Admin >  Billing > Custom bill templates.
2. Click the name of the custom template.
3. In the Edit Custom Invoice Template window, click in the Upload new template file field to select and upload the Word document you just updated.
   
4. Click Save to save your changes.