Pay Now button on Invoices

Written By Mikel from Gorelo

Last updated 2 months ago

Configure Pay Now Button

  1. Navigate to Settings → Billing → Invoice Template

  2. Select a template E.g Standard

  3. In the General section, toggle on ‘Show Pay Now

  4. You will then see your two options — Quickbooks/Xero (based on your accounting integration) and Custom Link

    • Quickbooks/Xero: Choosing this option will embed the native payment link which will navigate the user to Quickbooks/Xero respectively

    • Custom Link: Choosing this option will allow you to use a custom URL with variables for the Invoice Number {{invoicenumber}} and Total Amount {{totalamount}} E.g Benji Pays

  5. Click Submit

All Invoice PDFs generated with the selected template (Standard) will now show a ‘Pay Now’ button that’s linked to your chosen method.