Accept Customer Payments Online with Invoice Link Payments

Recently we introduced Invoice Links, which enable you to share invoices online with your customers. With today's release, we're delighted to announce that you can now accept online payments from your customers via our new Invoice Link Payments feature.

Paying online is simple: your customer simply opens the Invoice Link in their email, reviews your invoice, and then clicks 'Pay Now' to pay online with a credit card or ACH (electronic check).

Your customer will be prompted to accept your conditions and choose their method of payment...

...and then supply their credit card or ACH information to complete the transaction:

You can configure whether you want to accept ACH and/or credit card payments, and you can also configure transaction amount thresholds for each payment method. For instance, you may choose to only accept credit cards for payments up to $500, but you may wish to accept ACH transactions for any amount.

To learn more about setting up Invoice Link Payments, please see this article about payments setup. Information about reconciling payment receipts with most popular accounting systems is available in this support article collection.

Invoice Links in Your Customer Portal

To make it even easier for your customers to review and pay your invoices, the latest version of our Customer Portal WordPress plugin (2.0.8) includes one-click access to Invoice Links.

All customer users that you have granted 'View Prices' permission in your Customer Portal's user management page will be able to click the price of any invoice to view the Invoice Link details and pay that invoice online.

To learn more about our Customer Portal WordPress plugin, please see this support article collection. To install version 2.0.8 of the plugin, use the plugin update feature in WordPress (recommended) or download it here.

Billing Comments

This release also includes the ability to add billing comments to customers, locations, and jobs. Those comments can contain information that is relevant to your users who are creating and managing invoices in ServiceTrade, and to customers who view those invoices via Invoice Link.

To add a billing comment, simply add a comment to any company, location, or job and check the 'Billing Note' checkbox:

Billing comments will be signified by a dollar sign icon:

Billing comments added to a company will cascade down to all locations belonging to that company, and to all jobs for which that company is the bill-to customer:

Likewise, location billing comments will cascade down to all jobs at that location.

When a job is invoiced, all billing comments for that job (whether they were added directly to that job, or cascaded down to it from the job's location or customer company) will appear in the right side of the invoicing window...

...and those comments will also appear on the resulting invoice:

IMPORTANT: Public billing comments will be visible to everyone who views an invoice, including customers (via Invoice Link, invoice PDFs, and printed invoices).

You can use public billing comments to add information that your customers should see on their invoices:

Quote Visibility Level: Line Item Type with Detail

Recently we introduced the ability to create invoices that summarize invoice line item pricing by type. With today's release, that feature has been extended to ServiceTrade quotes.

This new visibility level strikes a balance between showing high-level pricing summaries by the type of items that you used (parts, material, labor, etc), while also showing some detail about the individual items that were used. Unit prices of individual items are not shown.

To select this visibility level, choose "Line Item Type with Detail" from the "Detail Level for Customer" dropdown menu while editing a quote:


The line items on the quote that your customer sees in online and print views will appear like this:

As with the other quote visibility levels, you can choose "Line Item Type with Detail" as the default visibility level for all quotes created in your ServiceTrade account.

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