Send Direct Payment Link in an Email

If you have a ProPay account, you can email a direct payment link to your customer along with their invoice. You can email the direct payment link when creating the invoice or send it from the Invoice Log. The customer will then have the ability to quickly pay the invoice in full or make a partial payment. Once they've submitted their payment, Boulevard will automatically update their account balance and include the payment information on their profile.

Note: Before proceeding, ensure that the following settings have been added to Preferences:

• Your email address under Email Settings
• Linked Your ProPay Account  View

Option 1: From the Invoice

1. Begin by creating a new invoice.
2. When finished, at the bottom of the invoice select Email from the drop-down, then select the Include Payment Link* option before clicking . View
3. Ensure the customer's email address is entered in the To field.
4. After adding a message in the body of the email, click . View

A   button will be inserted above your Email Signature when sent (along with the attached invoice) and you will also receive an exact copy of the email that your customer receives. View

* The Include Payment Link will be disabled if your ProPay account information has not been entered in Preferences, or is invalid. View

Option 2: From the Invoice Log

If you've already saved the invoice, a payment link can be emailed from the Invoice Log if the customer still carries an account balance. 

1. From the sidebar navigation, clickBusiness Tools, then Invoice Log.
2. Locate and select the checkbox next to the invoice, then from the toolbar, click.
3. Once the email has been launched, select the Include Payment Link* option. View
4. After adding a message in the body of the email, click .

A   button will be inserted above your Email Signature when sent (along with the attached invoice) and you will also receive an exact copy of the email that your customer receives. View

* The Include Payment Link will be disabled if your ProPay account information has not been entered in Preferences, or is invalid. View

Option 3: From the Contact Profile

If you've already saved the invoice, a payment link can be emailed from the contact profile if the customer still carries an account balance. Only one invoice can be selected if you want to use the Include Payment Link option, otherwise, up to 5 invoices can be included in one email without the option.

1. From the contact profile, click on the Account & Invoices tab.
2. Under the Invoice section, select the checkbox next to the invoice, then from the toolbar, click, and choose Selected Invoices from the drop-down options.
3. Once the email has been launched, select the Include Payment Link* option. View
4. After adding a message in the body of the email, click .

A   button will be inserted above your Email Signature when sent (along with the attached invoice) and you will also receive an exact copy of the email that your customer receives. View

* The Include Payment Link will be disabled if your ProPay account information has not been entered in Preferences, or is invalid. View

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Additional Information:

• To view payments received, see the Payment History Report.
• Email an Invoice

Note: 

• If one or more payments are posted to the contact's profile and the contact then clicks the Pay Invoice button from the email, the invoice will show the new balance.
• If a partial payment is posted to the contact profile either by you or from the contact through the direct payment link, the invoice balance will automatically reflect the current, updated balance.
• If you mark the invoice as paid-in-full, it will not allow them to pay again.
• The contact can only pay any remaining balance of an invoice, if there is any, but not overpay. However, they can, at any time, click on the invoice and view or print it, and it will show the current invoice balance.