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How can I send a payment link to my customers?

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You can watch the video tutorial, which provides a step-by-step guide through the process.

https://support.simplio.app/wp-content/uploads/2022/08/How-can-I-send-a-payment-link-to-my-customers.mp4

 

By default, when you send a draft order with Simple Invoice, a payment link is included in the email content. You can find the draft order code below:

{% if order.is_draft %}If you would like to make a payment please click here.{% endif %}

The Draft payment link won’t be visible in your regular invoice emails sent for your Shopify orders placed by your customers. If you send a draft order to your customer, this sentence will be visible in the email sent to your customers alongside the other content. If your customers click on the link, they will be redirected to your Shopify store to make a payment.

If you wish to get payments for the orders with a pending financial status, add the code below:

{% if order.financial_status == ‘pending’ %}You can complete payment here : {{ order.checkout_url }}{% endif %}

Please follow the simple steps below:

Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.

Step 2: Click on “Settings” in the Simple Invoice dashboard.

Step 3: Scroll down to the ‘Sending Options’ section, click the ‘Mail Content Field’, and add the code below.

{% if order.financial_status == ‘pending’ %}You can complete payment here : {{ order.checkout_url }}{% endif %}

This payment link won’t be visible in your regular invoice emails sent for your Shopify orders placed by your customers. If you send your customer an invoice with the pending financial status, this sentence will be visible in the email alongside the other content with the payment link. If your customers click on the link, they will be redirected to your Shopify store to make a payment.

Step 4: Please click the “Save” button to confirm your changes.

Tags:Steps to create and send payment linksManage payment requests via linksPayment link options for customer transactionsAccept payments by sending linksSend payment link to customersHow to share payment links for invoices

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