Invoice Links

Invoice Links

This feature complements the invoicing tools merchants already use such as QuickBooks. Merchants can continue creating their invoices in their preferred system, then generate a secure ACH payment link through our platform and insert it directly into those invoices. This way, our merchant keep the workflow they know while being able to accept compliant digital payments. 

Generate Invoice Links 

1. Go to the Invoice Links tab.

2. Click "Create New Invoice Link" in the upper right hand corner.  


3. Enter a "Memo" and "Invoice Amount" in the form, then click "Create Invoice Link" or "Cancel".


4.  You can either send the invoice link directly through the application via text or email, or use the “Copy Link” option to paste and send as an email from your invoicing tool. 

Buyer Experience 

1. The Buyer will receive by either email or text, a link to make their invoice payment. 


2. Upon clicking the link, the Buyer will be asked to enter their phone number so they can log in with an existing account or to create a profile and connect their bank account. 

3. Ensure the order details are correct and "Continue" to make payment.

Resend Payment Links

1. The payment link will expire in 30 days.


2. On the Invoice Links main page, click "Send Invoice Link" to resend an expired link.

Payment Link Statuses

Please pay special attention for "Pending" status, which indicates that the payment has been taken. Please allow up to 3 business days for the ACH payment to fully process. 

Initiated
 Link generated, but there has been no payment made
Pending 
 Link generated and a payment has been made but it is still processing
Link Expired 
 Link generated, but the link has past the expiration of 12 hours
Voided 
 The merchant has voided the link via the UI or the payment has failed
Declined 
 Link has been attempted to be paid but was declined
Failed
 Link has been attempted to pay for but has failed (Treated same as voided)
Posted
 Link has been paid for

Void Payment Links

1. Select the circle-backslash icon to void the invoice link or "Cancel."