Online Payment Setup

Enabling online payments is a two-step process: (1) creating Site and (2) enabling online payment on that site. Here’s a quick video on how to create your Site, and how to enable online payments on that site:

For more details on the setup process please read the article below. Sites Sites is a Salesforce feature that enables you to create public websites and applications that are directly integrated with your organization. Online Payments require that you have Sites set up.

For more information on setting up Sites, please follow this link:

Enabling Online Payments

If you already have a site set up, there is no need to create another site. Simply perform the succeeding setup. If you don’t have a site, go ahead and create one then proceed with the steps below.

  1. Go to Payment Center Settings. In the Online Payment Settings section, select your site from the dropdown, then hit Setup online payment on this Site, as shown below:  Screen Shot 2017-03-19 at 8.25.56 AM
  2. If you get an error indicating that all licenses has been allocated, simply contact us to request another license.

Test Setup

To test your setup, you can do the following:

  1. Create a test invoice by going to Invoices tab, then click New.
  2. Enter an Account. Since this is a test invoice, you don’t really need to populate all the fields, just hit Save.
  3. After saving the invoice, click Email / Print Invoice PDF. In the invoice preview, you should see Click here to pay online.
  4. Go ahead and click Click here to pay online, if you are redirected to the payment page, then your setup is good.

Here’s a quick video showing how to test your setup:


Disabling Online Payment

To disable online payments for new invoices, simply blank out the Domain Name in settings.

  1. Go to Payment Center Settings tab. Under Online Payment Settings, set the Domain Name to blank. This will cause new invoices not to have the online payment link.
  2. Invoices that were already sent can still be paid online. To disable online payments altogether, simply deactivate your site.

Looking for the legacy setup guide? Here it is.


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