Payment Options - PayNow Email Links - Datto Autotask PSA

Allow your customers to pay an invoice quickly via a Pay Now button from invoices you have emailed to them. These steps show you how to add a new Pay Now button to Datto Autotask PSA.

How do I get there?

To configure Payment Services, click Configure from the top menu and select Merchants

What do I do?

Generate the Pay Now button

Here's how to do it:

  1. Navigate to the Email Links tab.
  2. Choose whether you wish to add the Pay Now button to the email you send to customers, or the invoice itself, by setting the Email Link Type.
  3. Set the Email Link User.
  4. Use Email Button options to format the button corners and text.
  5. Click Generate.

Copy Pay Now HTML to your clipboard
Display the Email Link and copy HTML to paste into your Invoice/Email Template in Datto Autotask PSA.

Configure the Invoice Template In Datto Autotask PSA 
Datto Autotask PSAAdministrators can perform these steps:

Navigate to Admin > Features and Settings > Finance, Accounting and Invoicing

Note:

Pay Now URLs generated by Wise-Pay use standard Datto Autotask PSA placeholders. If Datto Autotask PSA is using customised local terms, the Pay Now URL must be changed to match your current preferences before adding it to your invoice or email template. Read more about Datto Autotask PSA Local Terms & Symbols here. If you're having an issue with the variables in your Pay Now URL, read FAQ - How to edit Datto Autotask PSA Variables in a PayNow Email Link.

Here's how to do it:

  1. Under the Invoices heading, click Invoice Templates.

  2. Select the Invoice Template you wish to add the Pay Now button to

  3. Navigate to and click to edit the Bottom of Invoice section.

  4. In Design view, mark the location you wish to add the button with xxxxxxx.

  5. Switch to HTML view and paste the HTML from Wise-Pay, replacing
    xxxxx
    highlighted.

  6. Switch to Design view to preview the button.

  7. Save the template.

    Note:

    More information about Autotask Invoice Templates can be found here.

Configure the Invoice Email Message in Datto Autotask PSA 
Here's how to do it:
  1. Under the Invoices heading, click Invoice Email Messages.

  2. Select the Invoice Email Message you wish to add the Pay Now button to.

  3. In Design view, mark the location you wish to add the button with xxxxxxx.

  4. Switch to HTML view and paste the HTML from Wise-Pay, replacing
    xxxxx
    highlighted.

  5. Save the message.

    Note:

    More information about Autotask Invoice Email Messages can be found here.

S
Simone is the author of this solution article.

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