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ID: 7908
Updated 2/15/2018 7:41:20 PM

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Setting up Cin7's Payment Portal for Invoices

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. 

Our payment portal works best with Stripe. But we can accommodate other gateways as well. 

Benefits of Stripe
  • Powerful set of controls for the customer to fully manage their card processing services, the Stripe Dashboard
  • No setup or monthly fees
  • No minimum monthly commitments whatsoever.  No contact, and therefore no lock-in or break fees.
  • Contrasting strongly with the likes of some Payment Gateways, Stripe does not have the same reputation for frequently holding funds paid to you
  • Accepts payments from anywhere in the world.

 

  Stripe Authorize.Net Payment Express
Setup Cost  NA  USD 49  Negotiable
Monthly Recurring Fees NA   USD 25  Negotiable
Per Transaction Fees  2.9% + 30¢ per Transaction   2.9% + 30¢ per Transaction  Negotiable
Countries Supported  25  US, UK, Europe, Australia, Canada  US, UK, Australia, Canada, New Zealand, Singapore, Ireland
Multi-Currency Support  135+   13 45+
Pricing Model Subscription Based Subscription Based Contract Based


To connect a Payment Gateway to Cin7's payment portal, please refer the following articles

 

Setup Payment Portal Now

Adding a 'Pay Now' button to an email


Next, add in a "Pay Now" button to the Sales Order 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. Whilst logged in as an administrator, click on your username, top right and click on Settings.
  2. From the Setup menu, click on Payment Portal Configuration.
  3. From the Add Payment Button tab, click on Add Pay Now Button. This will redirect you to the Sales Order Email Templates.
  4. Click on 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. Save the Email Template.

 

Customize your Payment Portal 


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

  1. Whilst logged in as an administrator, click on your username, top right and click on Settings.
  2. From the Setup menu, click on Payment Portal Configuration.
  3. Select the Custom Settings Tab

General Settings 

  • By default, we display a Cin7 banner 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, we suggest that you try making 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. Click on 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. Sit back and 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? Check out our Email Dashboard.

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 clicks on 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 your records