Payment link setup is the central configuration screen where you define the templates used when Sapera sends a payment link to a customer. You specify the subject and body of the email the customer receives, the SMS text sent for SMS communication, and which invoice report is attached as an enclosure.
The screen has two parts: the setup form itself with the template fields and a separate list of all messages that have been sent via payment links, including their current state.
Open Financial and navigate to Setup > Payment link setup.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The templates you save here are automatically activated in two places in Financial:
Send payment link (on an invoice): When you open a posted invoice and click the button Send payment link, the email subject, email message and SMS message from this setup are used to populate the message sent to the customer. The selected report is attached as a PDF.
Reserve payment (on a sales order): The button Send payment link on a sales order edit screen likewise uses the same template from the setup to generate and send the payment link.
It is therefore important that the templates are filled in correctly before you start sending payment links to customers.
Email subject: The subject shown in the email's subject line when the customer receives the message. The field is required. An example: "Payment of order from YourCompany A/S".
Email body: The body text in the email the customer receives. The field is required and accepts free text, including HTML formatting. You can insert dynamic parameters (see the section about text parameters below). The field shows a help text with the available parameters as long as the field is empty.
Sms text: The text message the customer receives when the communication form is SMS. The field is required and accepts free text with dynamic parameters. The field shows the same help text with available parameters as the email message field, as long as the field is empty.
Report: The invoice report that is attached when the payment link is sent. The field is required. The selection is limited to invoice reports — only reports tagged as invoice reports in the system are shown in the list. Examples of typically available reports are "Invoice", "Without item no.", "Webshop", "Invoice Other Payer" and "New Invoice", but the exact selection depends on the reports configured in your system.
The following parameters can be used in the fields Email body and Sms text. Sapera replaces the parameters with the current values when the message is sent:
{Url} inserts the unique payment link the customer clicks to complete the payment.
{Identifier} inserts the order or invoice number, so the customer can identify which payment it concerns.
{CustomerFullName} inserts the customer's full name as registered in the system.
The help text "The following parameters can be used" is shown directly in the message fields as placeholder text while the fields are empty, so you can quickly see which parameters are available.
Save (Apply changes): Saves the changed templates. The button is only shown when you have made changes in the form — if there are no changes, the button is not visible.
Cancel: Resets all unsaved changes to the most recently saved values. The button is likewise only shown when there are unsaved changes in the form.
Under Setup > Payment link messages you find an overview of all messages sent in connection with payment links. The list is continuously updated and shows the current state of each message.
Customer: The customer's full name as registered on the payment link in question.
Description: A short description of the payment link, e.g. invoice number or order description.
Sent to: The address or number the message was sent to. For email, the email address is shown; for SMS, the phone number is shown.
Amount: The payment amount associated with the payment link, shown in currency format.
Created on: The date the message was created.
State: The message's current send state. There are three possible states:
Queued means that the message is ready and waiting to be sent by the system.
Sent means that the message has been sent to the customer.
Sending failed means that sending failed. It is possible to retry sending for messages with this state.
Retry: Retries sending the selected message. The button is only active when the selected message has the state Sending failed. Select the row in the list, and click Retry to send the message again.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Payment links
Setup of payment links so you can send online payment links to customers for invoices and sales orders via ePay.
Payment links
Overview of payment links created from invoices and sales orders, with access to messages, setup and the option to open a link directly in the browser.
MobilePay
Enable MobilePay as a payment method in Pos, and control whether the MobilePay POS integration is supported in Sapera.
