Invoice Payment

Invoice Payment

When a customer receives an Invoice, they can immediately make a payment through DocumentLink.

Process Flow

  1. The customer receives an email with the DocumentLink.
    This generated DocumentLink comes from an Invoice.

When they click on the link, they are brought to a mobile responsive page like the example below.

  1. The customer selects "Pay".

  2. Depending on the Enabled Payment Methods, the customer can either pay with a card or ACH.

    • If this is a new Stripe Customer, a Payment Method and Payment Gateway Customer record will automatically be created and relate to the Prepared For field.
    • If this is an existing Stripe Customer (matches on email) a new Payment Method will be added to their record.
  3. If they select Card, they will enter in their credit card information and click "Pay".


If they select ACH, they will enter in their bank information and click "Pay".


If the Payment Method is successful, they will receive a notification that tells the customer:

"Two small deposits will be made in your bank account. These deposits should appear in your bank account within the next few days. When they arrive, confirm your bank account by contacting us."


There will be a "Pending" ACH Payment Method and related "Open" Transaction in Salesforce.


When the customer contacts you, enter the two micro-deposits on the Pending ACH Payment Method record. The Payment Method's Status will automatically update to Verified.


Then navigate to the related open Transaction and click the "Capture" button.


Once the Transaction has been captured and if the the Balance Due of the Invoice is 0, the related Invoice Payment Status field is set to Paid, the Status field is set to Completed and the Paid In Full field is set to the current Datetime.


Voila! Your Invoice has been paid. :smile:

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