topic Re: Automate the association of a Payment to a Deal? in Commerce Tools

Automate the association of a Payment to a Deal?

MisterKennedy — Thu, 15 Jun 2023 23:55:48 GMT

Per the "manage payments" documentation here: https://knowledge.hubspot.com/payments/manage-payments

"A payment record will be created and associated with the relevant contact, company, subscription, and deal record."

What happens when I have a Contact who makes a payment AND that Contact has more than one Deal?

Is there a way to specify which Deal via the Payment link, or something?

Thank you!

Re: Automate the association of a Payment to a Deal?

kvlschaefer — Fri, 16 Jun 2023 12:17:46 GMT

Hi @MisterKennedy,

Thanks for reaching out to the Community!

I wanted to invite our subject matter experts to this conversation.

Hi @MrJustinGivens, @JackCoopersmith, @bendonahower - Do you have any advice for @MisterKennedy?

Thank you!

Best,

Kristen

Re: Automate the association of a Payment to a Deal?

JackCoopersmith — Fri, 16 Jun 2023 14:44:08 GMT

There sure is @MisterKennedy , in fact we just rolled out a feature we're calling "simplified payment links" that allow for you to create a payment link from the right sidebar in just 4 clicks from a contact, company or deal record. The payment records created as a result of that payment link being filled out will automatically associate with the record from which that payment links was created. So in order to have payment records associated with a specific deal, go ahead and just create it from that deal and you should be all set!

If you have feedback, we'd love to hear it 🙂

Re: Automate the association of a Payment to a Deal?

MisterKennedy — Tue, 20 Jun 2023 15:53:14 GMT

Thank you both, @kvlschaefer & @JackCoopersmith!

Is there any documentation available regarding the rollout or use of "simplified payment links"?

Also, are "simplified payment links" available for use in Deal-based workflows?

I would like to enroll Deals into Deal-based workflows that send out payment links.

Thanks!

Re: Automate the association of a Payment to a Deal?

MisterKennedy — Wed, 21 Jun 2023 15:36:45 GMT

@JackCoopersmith I have a Deal-based automation workflow. When a deal is enrolled, it gets sent an Automated Email that contains a Payment Link. When I use this Payment Link, however, the Payment does not get associated with the Deal that was enrolled in the Workflow.

In the configuration of the Payment Link, I have the option to create new Deals turned off, but I am wondering if I should turn it on? Asking because the option description is ambiguous:

Allow this link to create new deals
When a customer pays, the payment will show on associated deals. If a deal doesn't exist, we'll create a new one.

It reads as if it is saying that when turned off no Deal associating happens either?

With the option OFF, I end up with no association to the deal

With the option ON AND with the matching Contact email entered into the Payment Link, I end up with a NEW deal 😞

Any idea why my Payments are not getting associated to the Deal that was enrolled in the Automated workflow?

Re: Automate the association of a Payment to a Deal?

MisterKennedy — Thu, 22 Jun 2023 04:38:11 GMT

I found a way... I was using the "Payments" button in an Email to get a button link, but this way does not provide a means to specify a Deal.

It's a more manual set up, but if I manually associate a Line Item and Create a Quote, then the Quote link's slug will get picked up as specific to the Deal - so I can copy that to a new custom Deal field once manually created, then the entry of the Quote URL to the new custom Deal property can act as a trigger to send an Email with a Button which would support a button link using a {{personalization_token}} with the new custom deal property's value 🙂

Re: Automate the association of a Payment to a Deal?

JackCoopersmith — Thu, 22 Jun 2023 14:11:40 GMT

@MisterKennedy so that toggle when creating payment links creates net new deals entirely - it does not allow for you to associate payment records with existing deals at all. Check out the "create a simplified payment link" section here for a quick walkthrough of creating payment links from existing deals so that payment records associate with the deals from which that payment link was created