Overview
  • 10 Jan 2024
  • 1 Minute to read
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Overview

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Article summary

Is DocumentLink a paid add-on?

No, the DocumentLink feature is included in your Payments package.

DocumentLink renders streamlined, mobile-responsive, and payable invoices on the web that can easily be shared via a link. Itemized Invoices can be paid using Blackthorn Payments while remaining PCI Compliant.
K_01_DocumentLink Overview

Check out our overview of DocumentLink here!

Authorize

To send Invoices from Salesforce via DocumentLink, you need to authorize DocumentLink with Blackthorn's Connect App.

Oauth Link

For the authorization to work properly, you can only be logged into one Salesforce org.

Production Org

  1. Click the oauth link to complete the DocumentLink setup.
  2. Once you have completed the authorization process using the key from the previous step, you will have access for a 2-week free trial.

Sandbox Org

  1. Click the oauth link.
  2. Click Allow to allow access.
    K_03_auth doclink pic 1
  3. If the authorization was successful, you will receive a success page.
    K_03_auth doclink pic 2
Did you receive an error?

If you receive an error, view the DocumentLink Error Codes And Messages.