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.
Check for Payments: We recommend closing Boulevard at the end of each day to not only help protect your data during system changes, but also because the app checks for new direct link payments on startup. If a payment arrives after Boulevard is already open, you can, however, manually check for payments.
Send When Creating the Invoice
- Begin by creating a new invoice. When finished, select the Email checkbox, then Save.
- Add a message to the body of the email, then select the Include Payment Link checkbox to insert a Pay Invoice button.
- 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.
- Select OK to acknowledge that the email was successfully sent.
Send After the Invoice Has Been Saved
- Open the customer's contact profile, and select the Account & Invoice tab.
- Under the Invoice section, select the checkbox next to the invoice.
- From the toolbar, select
Email, then choose Invoices from the drop-down options. - Add a message to the body of the email, then select the Include Payment link checkbox to insert a Pay Invoice button.
- 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.
- Select OK to acknowledge that the email was successfully sent.
Check For Payments
When opened, if connected to the internet, Boulevard will check for any new payments received from previously sent direct link payments. To check for new payments received after the application has already been opened, from the main toolbar, select Invoices, then choose Check for Payments (or from the Business Tools menu, select Check for Payments).
If a payment has been received, an alert with a link to the Payment History report will appear, allowing you to view the report with the new payment. Under the Account & Invoice tab of the customer's profile, you will also see the payment made and the new account balance.
Additional Information:
- To view payments received, see the Payment History Report.
- Email an Invoice