- 09 May 2023
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Using Pay Now Buttons
- Updated on 09 May 2023
- 1 Minute to read
- Print
Pay Now buttons are used with invoices to let customers submit payment for an outstanding invoice. As a merchant you simply email the invoice to the customer and when they open it they will have an option to click the Pay Now button and enter their payment details. Click on an existing invoice within the Invoices section of your Helcim account, then select Actions to view the available options including view online, print, create PDF, send email copy, duplicate the invoice, send pay now email, or process a payment.
If the invoice is in DUE status you can select Send Pay Now Email and an email will be sent to let your customer know that they have an outstanding invoice. This email will include a link to their invoice with a Pay Now button so they can easily make a payment.
Click on Send Pay Now Email to open the email options. The form will auto-populate with the customer's information that is saved in the customer profile or invoice. You can click through the text boxes to edit the To, From, Subject, and Email Body fields.
Once you are happy with the content for the email, click on Send in the top right-hand corner of the screen.
You will see a confirmation message pop-up in the top right-hand corner of your screen confirming the message has been sent.
Below is an example of the email your customer will receive.
When your customer clicks the "Pay Invoice" button in the email they will see a copy of their invoice that includes three different action items, including the Pay Now button.