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 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:
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:
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.
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.
Next, you can configure custom settings for your Payment Portal.
Before you start sending out invoices with the "Pay Now" button, it is recommended to make a test transaction.
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.
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:
Additionally, the payment details and Sales Order Stage are automatically updated in your Sales Order backend.
Cin7’s Payment Portal can seamlessly handle the following scenarios:
In the last scenario, an email is automatically triggered to your account administrators for record-keeping purposes.