Use the Create Payment page to create a new, static payment page that you can add to your website or share with customers through email. Payment pages are static invoices that remain at a fixed URL link that multiple customers can use to self-pay by entering their payment information. When creating a new payment page, you can customize the payment methods, product information, and other portions of the invoice.
Note
Payment pages and invoices are similar. However, payment pages can be used by multiple customers while an invoice can only be paid once. The Portal displays the number of times the payment page has been used.
Prerequisites
Before creating a payment page, ensure that you have an item listed on the Products page in the portal. To learn how to create an item, see Add a Product.
Create a Payment Page
To create a static payment page:
Select Payment Pages under Forms in the left navigation panel.
Click ADD PAYMENT PAGE in the upper-right corner of the page.
Enter the following information in the Invoice section. An asterisk indicates a required field.
Number: The invoice number.
Title: The title of the invoice.
Message: A message in the invoice.
Payment Methods: The types of payments accepted by the invoice. You can select multiple payment methods.
(Optional) To share the payment page through email:
Click Add Additional Email at the bottom of the Invoice section.
Enter the customer’s email address.
Add details about products or other items sold in the Items section:
Name: The product name. Select a product that you previously created and saved to your Products page.
Quantity: The number of products sold in the payment page.
Price: The price per product.
Discount: Any discount per product.
Tax: Any tax charged during the purchase.
Total Discount: The total of any discounts entered in the form.
Total Amount: The total amount including any tax and discounts.
To add more than one product, click Add Product and complete each field for the additional product.
Click Save.
The new payment page is now active and listed in the table on the Payment Pages page. For information on sharing and managing your new payment page, see Payment Page Details.
Important!
Payment pages are designed for optimal functionality, and modification to its style using CSS or other means is not supported. Any alterations might compromise the page's integrity and overall user experience. To ensure a seamless and secure payment process, refrain from attempting style modifications.