How to Invoice a customer via email with No-code Payments Integration

Before you start, confirm that your default settings are correct:
1. Click the gear icon (at the top) to go to your settings.
2. Merchant Account: Select your account from the Select Merchant Account field.
3. ACH Account: Select your ACH account from the Select ACH Account field.

Table of Contents

1. Select the Email Invoice payment method

2. Confirm payment details and click Send Invoice

3. Customer receives the invoice via email and makes payment

1) Select the Email Invoice payment method

1. Go to the payment page in your software. The plugin will automatically open. Alternatively, click the PayJunction icon to manually open the No Code Payment Integration plugin.
2. Select Email Invoice from your list of payment options.
   

2) Confirm the payment details and click Send Invoice

1. Invoice Details section
   1. If configured, the Amount field will automatically be populated with the total. Alternatively, the amount can be manually entered in the Amount field.
   2. If configured, the Invoice Number field will automatically be populated with the invoice number. Alternatively, the invoice number can be manually entered in the Invoice Number field.
2. Recipient section
   1. If configured, the First Name and Last Name fields will automatically be populated. Alternatively, the customer's name can be manually entered in the First Name and Last Name fields.
   2. If configured, the Customer ID field will be automatically populated with the customer id. Alternatively, the Customer ID can be manually entered in the Customer ID field.
3. Email section
   1. Enter the customer's Email address. PayJunction will send an email to the customer. The customer can click on the link in the email to pay from their phone or computer.
   2. Attach File: If you want to attach a copy of the invoice (pdf only), click to choose the file from your computer, or drag and drop the file into this field.
   3. Message: Enter an optional message for your customer to read.
4. Send the Invoice
   1. Confirm that all of the information is correct.
   2. Click the Send Invoice button.
5. Complete
   1. Click the Complete button to go back to the main page.
      

3) Customer receives the invoice via email and makes payment

1. The customer receives an email requesting payment. The customer should click the Pay Now button.
   
2. The customer submits their payment information.
   
   
3. The customer receives payment confirmation.
   
4. An email notification will be sent to you when an Invoice has been paid.
5. The payment appears as completed on the Invoices screen (PayJunction Virtual Terminal).