In this article, I'll guide you through the process of including a payment link along with your digital invoice. If you're eager to incorporate this feature, the integration with Mollie (or Stripe) must first be activated, first.
Haven't taken this step yet? Take a moment to read this article: Link Mollie online payment to Salonized
Step-by-step guide: Sending an invoice with a payment link to the customer
Once you’ve activated Mollie (or Stripe), you can enable online payments for your customers.
Does the customer pay after their appointment? Or scheduled an appointment already and want the customer to pay in advance by emailing the invoice with a payment link? Follow these steps to send the customer an online payment link:
Setup | Go to Settings > Sales > Invoices. Enable the option: “Include a payment link in the email invoice when there is an outstanding amount.” This can only be done if the Mollie integration is enabled.
Action | To send the payment link to the customer along with an invoice, follow these steps:
Click on the appointment in the calendar and select “Checkout” button OR go to the cash register and create a new invoice.
Click on the “Checkout” button at the bottom.
Save the invoice as outstanding using the yellow button at the bottom “save as unpaid”
Send the invoice to the customer. The payment link is automatically attached to the invoice.
An example of what the customer will see when they've received the invoice:
