Sending invoices by email with an embedded Pay Now button to make it easy for customers to pay in one click. The button opens a secure Paystand checkout linked directly to the invoice, helping merchants speed up collections and simplify the payment experience.
Requirements
- Invoice has a valid payer email address
- The payer has an unpaid invoice
Send the invoice with Pay Now
1. On the Receivable tab, select the invoice to send with the Pay Now reminder
2. Click Reminder
3. Enter a custom message to include in the email
Select Include receivable file attachment to attach the receivable created in Sage
Select Send copy of this email to add a CC recipient
4. Click Send
What to expect
- Once paid, the invoice status updates automatically and the amount due adjusts to zero
-
Email includes an invoice summary and the embedded
Pay Now button
-
Clicking Pay Now opens the secure checkout for that
invoice