Payment Option: Configure PayNow Email Links for PSA Invoices

What's a PayNow email link?

Allow your customers to pay an invoice quickly via a Pay Now button from invoices you have emailed to them. These steps show you how to add a new Pay Now button to either ConnectWise Manage or Datto Autotask PSA.

How do I get there?

To configure your Email Links, click Configure from the top menu and select Merchants

What do I do?

This configuration is a two-step process:

  1. Generate the PayNow button from Wise-Pay interface
  2. Configure PSA invoice email with Email Links details

Generate the PayNow Button

Here's how to do it:

  1. Navigate to the Email Links tab.
  2. Choose whether you wish to add the Pay Now button to the email you send to customers, or the invoice itself, by setting the Email Link Type. Note: ConnectWise user will only see the Email type. 
  3. Set the Email Link User.
  4. Use Email Button options to format the button corners and text.
  5. Click Generate.
  6. Click Display and copy HTML to clipboard to paste into your Invoice/Email Template in your PSA. 

Configure PSA invoice email with Email Links details

Configure Email Links for ConnectWise

Insert the HTML into ConnectWise Invoice Template

You will need to have ConnectWise Admin user rights to be able to see the Email Invoice Template setup tables. Here's how to do it:

  1. Access the ConnectWise Setup Table for your Invoice Template
  2. Edit your ConnectWise Invoice Template

    Tip: Enter xxxx in the position where you would like to place your button.

  3. Click on the Source button in the WYSIWYG editor
  4. Find (CTRL + F) your text "xxxx" entered into the viewer.


  5. Paste the HTML block of text in the position of the xxxx text entered.

    Tip: You can change the button text to read what ever you feel is appropriate for the type of invoice being sent. You do not need to generate a new button to change this text, as it is merely a label for the hyperlink that sits below.

  6. Click Source button to return to the view.
  7. Click on the Save Button in the ConnectWise Menu.
Configure the Invoice Template in Datto Autotask PSA

Navigate to Admin > Features and Settings > Finance, Accounting and Invoicing

Note:

Pay Now URLs generated by Wise-Pay use standard Datto Autotask PSA placeholders. If Datto Autotask PSA is using customised local terms, the Pay Now URL must be changed to match your current preferences before adding it to your invoice or email template. Read more about Datto Autotask PSA Local Terms & Symbols here. If you're having an issue with the variables in your Pay Now URL, read FAQ - How to edit Datto Autotask PSA Variables in a PayNow Email Link.

Here's how to do it:

  1. Under the Invoices heading, click Invoice Templates.

  2. Select the Invoice Template you wish to add the Pay Now button to

  3. Navigate to and click to edit the Bottom of Invoice section.

  4. In Design view, mark the location you wish to add the button with xxxxxxx.

  5. Switch to HTML view and paste the HTML from Wise-Pay, replacing
    xxxxx
    highlighted.

  6. Switch to Design view to preview the button.

  7. Save the template.

    Note:

    More information about Autotask Invoice Templates can be found here.

Configure the Invoice Email Message in Datto Autotask PSA

Navigate to Admin > Features and Settings > Finance, Accounting and Invoicing

Note:

Pay Now URLs generated by Wise-Pay use standard Datto Autotask PSA placeholders. If Datto Autotask PSA is using customised local terms, the Pay Now URL must be changed to match your current preferences before adding it to your invoice or email template. Read more about Datto Autotask PSA Local Terms & Symbols here. If you're having an issue with the variables in your Pay Now URL, read FAQ - How to edit Datto Autotask PSA Variables in a PayNow Email Link.

Here's how to do it:

  1. Under the Invoices heading, click Invoice Email Messages.
  2. Select the Invoice Email Message you wish to add the Pay Now button to.

  3. In Design view, mark the location you wish to add the button with xxxxxxx.

  4. Switch to HTML view and paste the HTML from Wise-Pay, replacing
    xxxxx
    highlighted.

  5. Save the message.

    Note:

    More information about Autotask Invoice Email Messages can be found here.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.