Using Pay Now Buttons

Pay Now Buttons

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 within the body of their email, and enter their payment details. 

Create a Pay Now Button

• Click on an existing Due invoice within the Invoices section of your Helcim account
• Select Actions to view the available options such as:
  • View online 
  • Print
  • Create PDF
  • Send email copy
  • Duplicate the invoice
  • Send pay now email
  • Process a payment.
• If the invoice is in DUE status you can select Send Pay Now Email which will create an email to be sent to let your customer. 
• You will have the option to edit the body of the email before sending as well.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.
  • This email will include a link to their invoice with a Pay Now button so they can easily make a payment. 

• 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.