• Contents

Setting up Cin7's Payment Portal for Invoices

Last updated 22/01/2021

Cin7's Payment Portal allows you to accept immediate payments from your customers direct from an invoice, via a number of different methods.

Overview


Cin7's Payment Portal allows you to accept immediate payments from your customers direct from an invoice, via a number of different credit card payment gateways.

When you email a customer an invoice, the email will include a button that allows your customer to pay the total, or deposit, of an invoice.

There are two main steps for setting up the Payment Portal:

  • Connecting a Payment Gateway
  • Inserting a "Pay" button into the Sales Order email template

Connecting a Payment Gateway


To be able to accept payments, you must first set up a payment gateway. These are third-party services that will process payments on your behalf. 

The Cin7 Payment Portal works best with Stripe but other options are available. 

To connect a Payment Gateway to Cin7's Payment Portal, see the following Help articles for additional information:

 

Setup Payment Portal Now

Adding a "Pay Now" button


Cin7 supports payment from email, digital invoice. and printed invoice. To maximize your chances of getting paid, add a "Pay Now" button to the Sales Order email template and Invoice document template.

Adding "Pay Now" to Email Template

This button will create a unique link within the email you send to customers that will allow them to pay for their invoice.

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. From the Setup menu, select Payment Portal Configuration.
  3. From the Add Payment Button tab, select Sales Order Email Template. This will redirect you to the Sales Order Email Templates.
  4. Select Design against the Email Template that you wish to use when emailing the invoice.
  5. Place the Pay button anywhere in the Email Template by clicking on the Add Payment Button.
  6. Select Save to save the Email Template.

 

Adding "Pay Now" to Invoice Document Template

This button will create a unique link within the invoice PDF you send to customers that will allow them to pay for their invoice. In addition to this, it also supports making a payment from a printed invoice by providing them a link to the portal and instructions to access their invoice.

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. From the Setup menu, select Payment Portal Configuration.
  3. From the Add Payment Button tab, select Invoice Document Template. This will redirect you to the Update Bank Account Details for Invoice.
  4. Place the Pay button anywhere in the Bank Account Details Section of the Invoice by selecting the Add payment button.
  5. Select Submit to save the Invoice Document Template.

Customize your Payment Portal 


Next, you can configure custom settings for your Payment Portal.

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. From the Setup menu, select Payment Portal Configuration.
  3. Select the Custom Settings Tab

General Settings 

  • By default, a Cin7 banner is displayed on the Payment Success Screen. You can customize this page by providing a URL with your marketing message. 

Invoice Settings

  • Select who in your organization receives Payment Receipts
  • Determine what Stage to move an Order to once an Invoice is fully paid

Testing the Payment Portal


Before you start sending out invoices with the "Pay Now" button, it is recommended to make a test transaction.

  1. Create and invoice a Sale as usual.
  2. Email the invoice to your test email address, making sure to choose the Email Template with the Pay Now Button.
  3. Select the Pay Now link in your email.
  4. Choose the amount that you wish to pay.
  5. Make a payment with your Credit Card.
  6. Wait for the Payment Success Screen

Charges for Test Transactions

Cin7 Transaction fees will not be charged on test payments with a value of less than 4 in the following currencies: USD, NZD, AUD, CAD, GBP, EUR.

Standard Cin7 transaction fees of 0.35%+ 29¢ will apply for all other transactions.

 

Using your Payment Portal


Now that the Payment Portal is set up, create and invoice a Sale as usual, following the steps mentioned in Creating a Sales Order.

Email the invoice to the customer, making sure to choose the Email Template with the Pay Now Button.

Tracking Emails

Would you like to know if your email was opened by the customer? See the Email Dashboard Help article for additional information. 

When your customer clicks the link within the email, they will be directed to the Payment Portal.

They will be provided with the option to choose the amount that they wish to pay.

The standard options are "Full Payment" and "Other".

If you have included Payment Terms with a deposit for the Sales Order, your customer will see a third option to pay the deposit.

Once your customer select Continue, they are taken to a secure screen where they can enter their Credit Card Details and make the payment.

This takes your customer to the Payment Confirmation Screen. This step triggers the following emails:

  • Payment Confirmation to your customer, and
  • Payment Receipt to the recipients mentioned in the Custom Settings

Additionally, the payment details and Sales Order Stage are automatically updated in your Sales Order backend.

Special Cases handled by Cin7


Cin7’s Payment Portal can seamlessly handle the following scenarios:

  • The invoice has been partly paid for by the customer,
  • The invoice had already been paid for by the customer,
  • The invoice doesn’t exist because the Sales Order was voided.

In the last scenario, an email is automatically triggered to your account administrators for record-keeping purposes.