Invoice Page for Getting Paid

In this fast-paced world that we live in, we like to be able to accomplish the maximum amount of errands in the minimum amount of time.  Paying bills is no exception.  The days of the envelope and stamp for bill paying are over.  So, what does this have to do with ServiceMonster?  Allow me to introduce you to, the Invoice Page.  No, I’m not referring to a work order.  The Invoice Page is found in our Marketplace.

The Invoice Page is designed so that if you want to give your clients the option to pay their invoice online, they can do so at their convenience.  The Invoice Page can only be utilized if you have integrated with Authorize.net or Stripe.

What is the Invoice Page?

Users are able to email or text their customers a link that will open up a page in a new tab that shows them their invoice information, as well as gives them the option to make a payment directly online.

Demo Site

You may want to see a demo of what this will look like before setting up. You can see it here.

Setup

Enabling the Invoice Page

** Only users that are integrated with Stripe or Authorize.NET are able to use this feature **

1. Navigate to the Marketplace > Invoice Page 

2. Go to the Payment Page configuration settings tab and select the text Click here to Enable the payment page.

The 3 Options for Setting Up the Link

Option 1- Send Email from a template

Create an email template to send to customers using the ‘ORDER: PAYMENT LINK’ data-tag. The data-tag will send a link that says ‘Click here to make a payment’ to the customer with their invoice information, and a page for them to fill out their credit card and billing info.

Create an Email Template

  1. Go to the Marketing Tab > Select Templates
  2. Select the Email Template
  3. Create or modify your phrasing to introduce the payment button
  4. Leave your cursor in the desired spot of your template
  5. Select Advanced Options (looks like a tag)
  6. From the drop-down, select Order: Payment Link
  7. Save

Option 2 - Send Email without a premade template

Option 2: If you choose not to create an email template, you can just add the same data-tag [PAYMENT_LINK] directly to an email from the order screen, and it will email the customer with a link that says ‘Click here to make a payment’.

Option 3 - Send SMS with templates

  1. Settings > Setup > Templates

2. Select SMS Templates Tab

3. Select New SMS Template Button

4. Create the template

  • Name the Template
  • Type in your message.
  • Add the Appropriate Data Tag
    • For the SMS Payment Link use: [PAYMENT_LINK_SMS]
    • For First Name use: [FIRST_NAME]

See the example below:

or copy (Ctrl + C) this messaging from here into your template:

Thank you for your business, [FIRST_NAME]. Click on the link below to view and pay for your invoice.

[PAYMENT_LINK_SMS]

5. Save

There you have it!  Your SMS template is all set to go.

How to Send the Templates to Your Customers

Sending the templates to your customers

Here are the locations where you may send the templates from.

Email

ServiceMonster 6 or onTrack 6 Send from From the Order or Schedule (Job box)

Mobile Technician: send using the email template from the Order or the Schedule (Job box)

SMS Texting

Desktop: From the Schedule (Job box)

Mobile Technician: From the texting, module select your SMS template

Sending Email or Text Automatically

You may also set them up to be in the After the Job Reminder Notifications that go out automatically. See the articles associated to this here:

Text reminders: http://old.servicemonster.net/help/setting-up-using-text-reminders/

Email Reminders: http://old.servicemonster.net/help/creating-job-reminders-confirmations-with-e-mail-templates/

What Happens After You Send The Link

What will your Customer Experience?

When the customer receives the email, they are able to click a link that will take them to a page showing them their invoice, which will include any discounts and tax, if applicable. They will have the option to add a tip. They can enter their billing information and submit payment.

  

Once a payment is submitted, the customer will get an email notification of the amount they paid and for the order they paid towards.

 

Once the Customer Pays— What now?

Notifications: When a payment is made:

Your company email will get a notification that a customer has made a payment and it will have the payment amount and what order it went towards. The invoice will automatically have the payment applied to it, and it will add a tip to the invoice if the customer decided to do so.

You are good to go!  Now your clients can pay their invoices with ease, and it saves you valuable time that can be spent expanding your business!