What Customers See When Tradify Card Payments are Enabled

Topic

When Tradify Card Payments are enabled, you can start sending invoices from Tradify with the card payment option.

Instructions

1. Navigate to the Invoices Page.
2. Search for and select the Invoice you want to send with Card Payments.
3. Scroll down to the Payment Options section.
4. Ensure the Accept card payments on this invoice toggle is enabled.
5. Then Approve and send this Invoices to the customer via email and SMS if select, (See here for more info on this).

The Customer will then receive this invoice in their email inbox with the View and Pay Invoice button, as shown below:

After selecting to view, They will then see the full invoice and have the Pay Now button appear, see below:

This will bring up a Payment pop-up, the customer can then enter in their card details and hit Pay.
 

Once the customer has paid the invoice, they will receive an email receipt.

Why does the email sometimes show 'View Invoice' instead of 'View and Pay Invoice'?

The View and Pay Invoice button appears only when card payments are available. If the email shows View Invoice instead, it usually means one of the following:

• The Accept card payments on this invoice toggle was off. Set the default under Settings > Document Themes > select a theme > Invoices > Accept Credit Card Payments.
• The invoice was marked as paid before the email was sent.
• Card payments were disabled, or the payment account wasn't connected when the email was sent. Check Settings > Payments. 

Additional Information

For more info on Tradify Card Payments, see here: Tradify Card Payments Overview