DocumentLink Template
  • 13 Feb 2024
  • 2 Minutes to read
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DocumentLink Template

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Article Summary

This object is used to store fields that allow users to configure the presentation of DocumentLink.

K_02_DocLink Template pic 1

Define Custom Acceptance Language

Using the Acceptance Language - ACH, Acceptance Language - Card, and Terms and Conditions fields allow users to link to your own custom terms and conditions on the DocumentLink Template. Use the acceptance language fields to craft custom messaging.

K_02_DocLink Template pic 2

Credit Card DocumentLink Checkout Example:
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Bank DocumentLink Checkout Example:
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Is the date format on your DocumentLink Template incorrect?

Check your browser's location setting. All date fields on the DocumentLink Template are formatted based on your browser's location setting.

In order to add a logo and company details to your DocumentLink Invoice you'll need to do this with the Company Info object. You can then add the Company Info record to either the DocumentLink Template record or directly on the Invoice record. Check out our documentation on Company Info.

  1. Navigate to Company Info.
  2. Create a new record.
  3. Populate the Logo field with a URL to your logo.
    NOTE: Use the Documents object in the Classic UI to store images. From there, right-click the image, select "Copy Image Address", and add it to the Logo field.
  4. Add details to the Contact Information section like address and website.

The following fields give users just a bit more flexibility when customizing their invoices created from DocumentLink:

  • DocumentLink Field 1 (Label)
  • DocumentLink Field 1
  • DocumentLink Field 2 (Label)
  • DocumentLink Field 2
  • Footer
What other changes can I make?

Additional customizations such as changes to the font, font size, and wording are not able to be made at this time.

Multilingual Support - In Progress

The DocumentLink Template object includes a new field called Display Language. The field contains a list of languages an Admin can choose from to display to the DocumentLink end user.

  • Field Name: Display Language
  • API Name: Display_Language__c
  • Data Type: picklist
  • Description: List of supported display languages for the DocumentLink. This field is set to English by default.
  1. Create a simple process (Process Builder, Flow etc) to accomplish this.
  2. In your automated process, you would set the DocumentLink Template field on the Invoice Record.
  3. Set it to fill in the DocumentLink Template any time an Invoice is created.

Deprecated Fields

If you are upgrading your Blackthorn Payments package and notice that some fields on the DocumentLink Template object have the ability to be deleted feel free to take advantage of this to clean your org.

Otherwise, if a field has the ability to be deleted and can no longer be added to your page layout that means we no longer support it. You'll need to navigate to Setup in the classic UI to see the option to delete.

Fields No Longer Supported:

  • Background Color
  • Button Color
  • Card Color Theme
  • Logo
  • Due Date Label
  • Requested by label
  • Amount due label
  • Documentation