Setting up Payments Links
The Payment Link, Payment Link URL, and Make a Payment fields enable you to take payments from customers.
We recommend that you use a payment link field appropriate to the circumstances under which a customer payment is taken:
|
Field |
User |
Use Case |
|---|---|---|
|
Make a Payment |
External |
For customers making payments using the Make a Payment button. This is added to sales invoices or billing documents page layouts displayed on customer community pages. |
|
Payment Link |
Internal |
Use this when payment details are issued over the telephone and entered on the customer's behalf. |
|
Payment Link URL |
External |
Copy and email the Payment Link URL to the customer for payment, or add it to the sales invoice and billing document templates. |
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