Email a Direct Payment Link for Stripe

A Direct Payment Link can be emailed to customers to let them pay their invoice directly if you use Stripe as the payment processor. After the payment is submitted, Boulevard updates the account balance, adds the payment details to the customer’s profile, and creates an expense entry to record the processing fees.

Before proceeding, ensure you are using the Integrated Email option, that your Payment Processor is set as Stripe, and that the contact has a valid email address saved to the Email 1 field of the Contact Profile: Main Tab.

Options:

 Send When Creating the Invoice: Use this option when creating the invoice for the first time. If you have already saved the invoice, we don't recommend editing it to send a direct payment link. Instead, follow Option 2 to send the link from the contact profile.

 Send After the Invoice Has Been Saved: We recommend sending a direct payment link from the customer's contact profile if the invoice has already been saved.

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Option 1: Send When Creating the Invoice

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1. Begin by creating a new invoice. When finished, select the Email checkbox, then Save.
2. Add a message to the body of the email, then select the Include Payment link checkbox to insert a Pay Invoice button.
3. Make any necessary adjustments to the Subject, then check the CC me box if you'd like to receive a copy of the email before clicking the Send button.
4. Select OK to acknowledge that the email was successfully sent.

Option 2: Send After the Invoice Has Been Saved

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If an invoice with an outstanding balance was previously saved, avoid editing it to send an email with a direct payment link. Instead, send an email containing one or more outstanding invoices and include a payment link from the contact profile.

1. Open the customer's contact profile, and select the Account & Invoice tab.
2. Under the Invoice section, select the checkbox next to the invoice.
3. From the toolbar, select Email, then choose Invoices from the drop-down options.
4. Add a message to the body of the email, then select the Include Payment link checkbox to insert a Pay Invoice button.
5. Make any necessary adjustments to the Subject, then check the CC me box if you'd like to receive a copy of the email before clicking the Send button.
6. Select OK to acknowledge that the email was successfully sent.

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Additional Information:

• To view payments received, see the Payment History Report.
• Email an Invoice