topic Re: Generic payment link in Commerce Tools

Generic payment link

rytrom — Wed, 24 May 2023 01:04:46 GMT

We use SAP B1 for invoice generation for the standar customers who place their sales orders directly (without generating payable quote). When we want to let them to pay directly via ACH or CC we create a custom payment link for the exact amount and email it along with the invoice generated by SAP.

Would be helpful to be able to generate a payment link for the exact amount and then embed it to the invoice itself or duplicate in the email. Is it possible?

Alternatively, would be an ok workaround to have a gegneric payment link with the amount entered by the customer.

What are our options besides generating a payment link every time for each invoice manually?

Re: Generic payment link

kvlschaefer — Wed, 24 May 2023 13:58:55 GMT

Hi @rytrom,

Thanks for reaching out to the Community!

Let's invite our subject matter experts to see if they have any suggestions.

Hi @bendonahower, @JackCoopersmith, @danmoyle - Do you have any recommendations for @rytrom?

Thank you!

Best,

Kristen

Re: Generic payment link

danmoyle — Thu, 25 May 2023 13:06:21 GMT

@rytrom in HubSpot Payments, you do now have the option to allow customers to set their price (when you create a custom line item):

As for the other question on generating a payment link and embedding it, I believe that's expected behavior in Payments, yes. You can copy an embed code, or share a link:

Link:

I hope that helps!

Re: Generic payment link

danmoyle — Thu, 25 May 2023 13:06:44 GMT

Thanks @kvlschaefer 🙂

Re: Generic payment link

JackCoopersmith — Thu, 25 May 2023 15:46:36 GMT

+1 to what @danmoyle mentioned above, you can absolutely place a payment link anywhere you can place a hyperlink. You can also create payment links directly from contact/company/deal records now as well with just 4 clicks, so that's probably the route I'd go for efficiency's sake.

I'm not sure how committed you are to SAP @rytrom though we do have a native invoice tool ourselves that we're rolling out, feel free to DM me with your Hub ID if you'd like access! These are also payable artifacts that come with invoice based workflows and reporting as well 🙂

Re: Generic payment link

danmoyle — Wed, 31 May 2023 14:03:54 GMT

Love that helpfullness on the invoice tool @JackCoopersmith ! 🙌