If you've taken the convenient step to allow online payments for your invoices, but the Pay Online button isn't appearing as it should, don't worry. This article is here to guide you through ensuring that your invoice templates and correspondence templates are correctly set up in Re-Leased, so your clients can make swift online payments. This is a common setup issue that can usually be resolved with a few quick checks.
Setting up Correspondence Templates
As well as adding a Pay Online button to invoices, a Pay Online button can also be added to any Rent, Outgoings or Repeating Invoice Correspondence Template. It can also be used when emailing an individual invoice.
To add a Pay Online button:
- Navigate to the Settings and locate Templates.
- Create a new correspondence template or edit an existing one.
- Click Insert Merge Fields and add the Pay Online Button merge field.
Note: This merge field has been automatically added to the Rent, Outgoings, Arrears and Repeating Invoice Master Correspondence Templates.
Selecting the Default Invoice Template
Ensure your custom invoice template, which includes the Pay Online button, is established as the default template:
- Navigate to Settings and locate the Invoice Templates.
- Ensure the invoice template with Pay Online enabled is set as to the default template.
- Once you set it as the default, the Pay Online button will be present on all new income invoices created for your tenancies.
Once an invoice has been sent, the tenant will be able to click Pay Online.
Applying the Template to an Individual Tenancy
If the template hasn't been set globally or you have tenancies with specific billing arrangements, do the following:
- Go to the individual tenancy details page.
- Select your custom invoice template with the Pay Online feature as the Default Invoice Template for that tenancy.
- This ensures that all income invoices generated for that tenancy will include the Pay Online button.
Updating an Individual Invoice
For invoices already created without the Pay Online button:
- Open the specific income invoice and click Edit.
- Locate the field for the PDF Template.
- Change the template to your custom template that includes the Pay Online feature.
Adding to Pay Online button to Custom Arrears Correspondence Templates
Adding the Pay Online button to your custom arrears templates is a straightforward process that ensures the tenants receive this option to pay on any Arrears Notices sent to them.
- Navigate to Settings and select Templates from the menu.
- Click on any Arrears Templates that you're currently using for correspondence.
- Within the template editor, look to the right-hand side and find the +Body merge fields.
- Seek out the merge field labelled Pay Online button from the list provided.
- Click on this field to apply it to your desired location within the template.
The Pay Online button will now be incorporated into your template, allowing tenants to access a quick way to settle their arrears through the correspondence you send them