Customers can pay their invoices by credit card using the Online payment portal. The Customer does this by clicking on a link to the payment portal in one of the following ways:

• From a PDF of a Moveware document (such as quote, invoices, statements) with the link embedded into the document
• From an email sent to the client from Moveware 

Link in Invoice

Invoice Payment Link in Email

Once the customer clicks on the link, they are directed to the Moveware payment portal. Here, they can review their invoice/job details and enter the amount they would like to pay.

Link on invoice:

2. Once the customer is ready to enter their card details, they can click ‘Pay Now’ which will redirect them to the Stripe payment page. Here the customer will be asked to provide their card details as well as email address.

3. If card details are correct and payment is successful, it will appear in Moveware against the Customer and invoice. The Customer will also be sent a receipt to the email provided in the previous step.

4. If the payment is unsuccessful, an error message will be displayed for the Customer to try again or contact their bank/financial institution.

Link on Statement:

Moveware has added the ability for customers to make payments in a lump sum or pay off multiple invoices in one go.  This online payment page can be accessed through a link which can be embedded in your statement or other reports.  The URL link will be added to your statement report during the Stripe configuration stage.

When the recipient clicks the link they will be presented with a page similar to the below.  The page will display a list of outstanding invoices, a Pay Amount field and a Pay Now button. 

The user has the following options to make a payment –

• Enter an amount in the Pay Amount field and click Pay Now.  The user will then be directed to the Stripe payment page to enter card details. The receipt will write back to Moveware but will need to be manually applied to invoices.
• Select the invoices they wish to pay.  As the user selects the invoice(s), the Pay Amount field updates to reflect to total of all the invoices selected.  The user can also use the select all toggle at the top of the list to (de)select all the invoices in the list.  Once they have selected all the invoices to pay, they can select the Pay Now button. The user will then be directed to the Stripe payment page to enter card details.
• Select the invoices as outlined above but alter the Payment Amount.  They may pay more or less than the total of the invoices selected.  If they choose to pay less, the website will allocate the amount to be paid to the selected invoices in order. If they choose to pay extra, the overpayment will be kept unapplied against their customer record in Moveware. Clicking Pay Now will direct the user to the Stripe payment page.

If the user has selected invoices to pay, these will reflect on the Stripe payment page.

Customer Payment Link in Email

If you would like to add the customer payment link to reports/emails other than the Statements report, you can do this through Administration – System Setup – Report Configuration.

The relevant merge field is <Online Customer Payment>.

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