Add a pay link to a quote or invoice

Add paylinks to your quote or invoice document templates so your customers can pay you quickly and easily. Use standard pay link images provided by the platform, or insert your own custom pay link image. Your customer will be taken to a secure payment gateway upon clicking the link.

Cin7 Core supports adding pay links from the following platforms:

• Stripe

• PayPal

• Authorize.net

• QuickBooks Payments

• Cin7 Pay

You must connect and configure the associated payment platform for pay links to display. Simple text hyperlinks are not supported.

Prerequisites

• Connect a payment platform

• Edit a document template with MailMerge

Insert a standard pay link image

1. Select Settings from the main menu, then Document and email templates.

2. Download a Quote or Invoice template.

3. Copy an existing field to the location you want your pay link to be.

4. Show the field code either by right-clicking the field and selecting Toggle field code or using Alt + F9 for Windows, Option + F9 for Mac.

5. Replace the copied field with the appropriate mail merge field:

   • { MERGEFIELD StripePay}

   • { MERGEFIELD PayPalPay}

   • { MERGEFIELD AuthorizeNetPay}

   • { MERGEFIELD QBOPaymentGatewayPay}

   • { MERGEFIELD Cin7Pay}

6. Toggle field codes off.

7. Save the edited template and upload.

Insert a custom pay link image

1. Select Settings from the main menu, then Document and email templates.

2. Download a Quote or Invoice template.

3. Copy an existing field to the location you want your pay link to be.

4. Show the field code either by right-clicking the field and selecting Toggle field code or using Alt + F9 for Windows, Option + F9 for Mac.

5. Replace the copied field with the appropriate mail merge field:

   1. { IF “{MERGEFIELD StripePay }”=”” “<CustomImage>” “<CustomImage>” }

   2. { IF “{MERGEFIELD PayPalPay}”=”” “<CustomImage>” “<CustomImage>” }

   3. { IF “{MERGEFIELD AuthorizeNetPay }”=”” “<CustomImage>” “<CustomImage>” }

   4. { IF “{MERGEFIELD QBOPaymentGatewayPay }”=”” “<CustomImage>” “<CustomImage>” }

   5. { IF “{MERGEFIELD Cin7Pay }”=”” “<CustomImage>” “<CustomImage>” }

6. Replace <CustomImage> with your image.

7. Save the edited template and upload.

Add Pay Online (Cin7 Pay)

With Cin7 Pay, you can add Pay Online buttons to your document templates, making it easy for customers to pay quickly.

Download the document template

1. From the navigation, open Settings.

2. Open Document and email templates.

3. Select a Sale template to update.

4. Click Download template.

Add the merge field to the template

1. In Microsoft Word, open the template.

2. If you see the PROTECTED VIEW warning, click Enable Editing.

3. On your keyboard, press Ctrl+A (to select everything) and then Alt+F9 (to unlock the merge fields).

4. Click and select where you want to add the Pay Online button.

5. Under Insert > Text on the ribbon, click Quick Parts > Field.

6. On the dialog:

   • Set Field names to MergeField.

   • In Field name, enter Cin7Pay.

   • Set Format to (none).

   • Deselect all Field options.

   • Deselect Preserve formatting during updates.

   • Click OK.

7. Save the document.

You should see the following field added to your document: { MERGEFIELD Cin7Pay }.

Upload the template

1. In Core (Document and email templates > Sale), click New template.

2. Choose the Template type.

3. Enter a Template name.

4. Upload the updated template (click Browse besides Choose a document template).

5. Save.

Now, when you send customers documents with this template, they can click Pay Online to open Cin7 Pay and make a payment.

Before sending the document, ensure you've authorized the transaction. The button won't show for unauthorized transactions.

Find out about reconciling Cin7 Pay payments.

If you have any issues or questions, please don't hesitate to contact Cin7 Core Support for help.

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