You can allow your customers to pay online by credit card and to make this possible, two key steps must be completed.
First is to set up your Payment Methods by going to Administration → Payments & Tax. To learn more about it, please go to How to take Credit Card Payments in Ascora user guide.
Second step is to set up your Invoice Email Template as you will need to add a payment link to it. This is the link that your customer can access to make an online payment.
Setting up Email Templates
To set up Email Templates go to Administration → Email Templates.
1. Select Invoice from the drop down menu and click + Add Template.
2. Build your email template by entering a template name, subject, as well as Email Content.
You can use the Email Fields so that information will be auto populated once Email is sent. To add Email Fields, click the area in Email Content where you want the field to appear then under Email Fields, click the corresponding Email Field name.
In the following example, we've added a few Email Fields and one of them is Site Customer Full Name.
3. To add the Payment Link, click in the Email Content where you want the link to appear, then select Invoice Link from the Email Fields List. You need to scroll down to find the link from the list.
4. The following screen appears for you to enter a Text and in this example, we enter the text PAY NOW.
Click Insert to proceed.
5. We've now added an invoice link to our invoice email template which the customer can click to make an online payment.
6. Once invoice is sent via email, your customer can click on invoice link and be able to enter their Credit Card details online.
Below image is what the customer sees after clicking invoice link and then PAY NOW button.
