How do I add a payment link/button to my invoices?
Please note that the 'Pay Link' and 'Pay Button' variable options are only visible if you have connected an integrated payment provider (Square or Stripe) to your WriteUpp account.
Go to Settings -> Invoice and select the Layout tab
Scroll down to the 'Invoice Footer' section. Click in the editor where you wish to insert the Pay Link or Button
Click on the VAR option in the editor toolbar and scroll down until you find the 'Pay Link' and 'Pay Button' variables. Click on the one that you want to add to your footer:
You can insert either the Pay Link or Button into your invoice footer, or both if you'd like. The only difference is how they look - one is a link and one is a button!
If you select Pay Link, it will insert the ##PAY_INVOICE_LINK## variable into your invoice footer, which will appear as a link on your invoice with the text "Pay Invoice".
If you select Pay Button, it will insert the ##PAY_INVOICE_BUTTON## variable into your invoice footer, which will appear as a blue button on your invoice with the text "Pay Invoice".
Below are examples of the 'Pay Link' and 'Pay Button' in the invoice footer of a saved invoice:
You can then send out your invoices, and when your client clicks on the Pay Link or Button on the invoice, they will be taken to the Online Portal where they can make the payment.
Did you know?
The 'Pay Link' variable can also be inserted into your invoice email templates. Click here to learn how to create email templates for invoices.
If you are using the pay link in an invoice email, please do not copy and paste it from another invoice email, or the invoice itself. Using the 'Pay Link' option from the VAR dropdown ensures that the correct invoice is linked once the email is sent:
If you add either of these to your invoice footer or an invoice email template and then disconnect your payment provider from WriteUpp, you will also need to remove the variables from the footer and template.
To add a 'Pay Link' or 'Pay Button' (that can be used with an integrated payment provider) to your invoice footer:
Go to Settings -> Invoice and select the Layout tab
Scroll down to the 'Invoice Footer' section. Click in the editor where you wish to insert the Pay Link or Button
Click on the VAR option in the editor toolbar and scroll down until you find the 'Pay Link' and 'Pay Button' variables. Click on the one that you want to add to your footer:
You can insert either the Pay Link or Button into your invoice footer, or both if you'd like. The only difference is how they look - one is a link and one is a button!
If you select Pay Link, it will insert the ##PAY_INVOICE_LINK## variable into your invoice footer, which will appear as a link on your invoice with the text "Pay Invoice".
If you select Pay Button, it will insert the ##PAY_INVOICE_BUTTON## variable into your invoice footer, which will appear as a blue button on your invoice with the text "Pay Invoice".
Below are examples of the 'Pay Link' and 'Pay Button' in the invoice footer of a saved invoice:
You can then send out your invoices, and when your client clicks on the Pay Link or Button on the invoice, they will be taken to the Online Portal where they can make the payment.
Did you know?
The 'Pay Link' variable can also be inserted into your invoice email templates. Click here to learn how to create email templates for invoices.
If you are using the pay link in an invoice email, please do not copy and paste it from another invoice email, or the invoice itself. Using the 'Pay Link' option from the VAR dropdown ensures that the correct invoice is linked once the email is sent:
If you add either of these to your invoice footer or an invoice email template and then disconnect your payment provider from WriteUpp, you will also need to remove the variables from the footer and template.
Updated on: 16/07/2024
Thank you!