If you don’t already have payment links enabled, follow the steps in the "Dojo payment link configuration" article to do so. <INSERT LINK TO ARTCILE
Go to Financial > Sales Documents. Open the sales invoice for which you want to generate a payment link.
Click the Payment Links tab within the sales invoice.
Click the Dojo New Payment Link button.
Payment links are synchronized with the outstanding balance of the sales invoice.
The Send Email form will open with the default message template for 'Email Payment Link' populated.
Click Send to immediately send the payment link to the selected email address.
You will be returned to the Payment Links tab, where the generated payment link will be added.
Customer Payment Process
When the customer clicks the link in the email they receive, or a user clicks the 'Payment Link URL', they will be directed to a Dojo Hosted Payment Link webpage.
The customer should enter their card details and click the pay button.
Once a successful payment is captured by Dojo, the status of the payment link will change from 'Created' to 'Captured'.
This will automatically generate a sales receipt for the amount on the invoice.
Notes
The Dojo New Payment Link button will be disabled if:
The sales invoice doesn’t have a customer assigned.
The customer doesn’t have a valid email address.
The balance is £0.00 or below.
The sales invoice already has a payment link with the 'Created' status (only one 'Created' payment link is allowed per invoice at a time).
Changing the balance of a sales invoice will automatically update the amount on any outstanding payment links with the 'Created' status.
If the balance drops to or below £0.00, any payment links will automatically change to the 'Cancelled' status and become obsolete.
A Dojo payment link will become 'Cancelled' after 7 days unless card details are captured beforehand.
A 'Created' status payment link can be:
Cancelled: Select it from the list and click the Cancel button.
Resent: Select it from the list and click the Resend Email button.
