A Direct Payment Link from ProPay or Stripe can be emailed to customers to let them pay their invoice directly. After the payment is submitted, Boulevard updates the account balance, adds the payment details to the customer’s profile, and creates an expense entry to record the processing fees.
Before proceeding, ensure that your email address has been added to Preferences in the Email Settings field, and that you have connected your ProPay or Stripe account.
Options:
Send When Creating the Invoice: Use this option when initially creating the invoice. If you have already saved the invoice, we recommend sending the direct payment link from one of the other two options (either the Invoice Log or Contact Profile).
Send After the Invoice Has Been Saved: We recommend sending a direct payment link from either the Invoice Log or the customer's contact profile if the invoice has already been saved.
Send When Creating the Invoice
- Begin by creating a new invoice. When finished, at the bottom of the invoice, select Email from the drop-down, then select the Include Payment Link* option before selecting Save.
- Ensure the customer's email address is entered in the To field.
- Add a message to the email body and ensure the {Payment Link} placeholder is included, then select
. View
A 
button will replace the {Payment Link} placeholder above the Email Signature when sent (along with the attached invoice), and you will also receive an exact copy of the email your customer receives. View
Send After the Invoice Has Been Saved
If you have a previously saved unpaid invoice with an outstanding balance, you can email a direct payment link from the Invoice Log or the contact profile. Only one invoice can be selected when using the Include Payment Link option.
From the Invoice Log:
From the sidebar navigation, click
Business Tools, then Invoice Log.
- Locate and select the checkbox next to the invoice, then from the toolbar, select the email button
. - Ensure the customer's email address is entered in the To field.
- Once the email has been launched, select the Include Payment Link* option.
- Add a message to the email body and ensure the {Payment Link} placeholder is included, then select .
A button will replace the {Payment Link} placeholder above the Email Signature when the email is sent (along with the attached invoice), and you will also receive an exact copy of the email your customer receives. View
From the Contact Profile:
Using the search field in the Contact list, locate and open the customer's contact profile.
- From the Account & Invoices tab, under the Invoice section, select the checkbox next to the invoice, then from the toolbar, select the email button, and choose Selected Invoices from the drop-down options.
- Once the email has been launched, select the Include Payment Link* option.
- Add a message to the email body and ensure the {Payment Link} placeholder is included, then select .
A button will replace the {Payment Link} placeholder above the Email Signature when the email is sent (along with the attached invoice), and you will also receive an exact copy of the email your customer receives. View
Additional Information:
- To view payments received, see the Payment History Report.
- Email an Invoice
* The Include Payment Link will be disabled if your account information has not been entered in Preferences, or if it is invalid.
The following links are provided as a courtesy. If you need assistance with Stripe or ProPay, please visit their websites.
Stripe:
Support: https://support.stripe.com/
Payout Information: View Payouts (Support Article), or sign in to make changes at https://dashboard.stripe.com/settings/payouts
Dashboard: https://dashboard.stripe.com/
Mobile App: https://support.stripe.com/topics/mobile-app
ProPay:
Support: https://epay.propay.com/Support/