Knowledgebase: Legacy Payments

How do I set up an Invoice Payment Page?

 

The Invoice Payment Page allows merchants to create an invoice payment page for their customers. It's similar to a regular order but presented without the need for a customer shipping address and without going through the checkout process.


Setting up the Invoice Payment Page module

Note
In order to use the Invoice Payment plan, your store must be using a CORE theme, and have the Shift4 Payment method fully enabled on your store. Alternatively, you can also use the Invoice Payment Page with Stripe (with Stripe JS enabled) as your payment method.

To begin the setup, follow these steps

  1. Log into your Shift4Shop Online Store Manager
  2. Using the left hand navigation menu, go to Modules
  3. Once there, use the search bar at the top to search for and located "Invoice Payment Page"
  4. Once the module appears, click on the "Enabled" checkbox
  5. And then click on the "Save" button found at the top right of the screen.
  6. After enabling/saving the module click on the "Settings" button to proceed.

You are now ready to begin creating the actual payment page(s).


Creating your Invoice Payment Pages

As merchant, you have the option of creating a generic Invoice Payment page that can be used by anyone, or an invoice that is meant for a specific customer. The following steps will help get you started.

  1. Click on the "Add New" button to begin adding your payment page

Note
When you first create a Invoice Payment Page, the "Add New" button will be located at the center of the page. After you've created one, and you have it listed on the Invoice Payment Pages list, the "Add New" button will be located at the top right of the page.

  1. Enter a name and amount that will be used for the Invoice Payment Page.
  2. And click "Save" at the bottom right to finish this first part of the setup

Tip
When entering the monetary amount, just enter the number without currency symbol.

Once you've saved the basic Payment Page information in step 3 above, You will be able to further fine-tune the payment option.


General Information

Under General Information, you will have the following options:

  • Name & Amount - You may edit the name and amount for the Payment Page.
  • Recurring - You may also mark the "Recurring" checkbox if this payment is to automatically renew at a set interval. When you set the recurring option, you can then set the payment for Weekly, Monthy and Yearly renewal as needed. When setting it up as a recurring payment, the store will treat the invoices the same manner as the Autoship/Recurring orders process.
  • Description - Use this box to fill out a description of the Payment Page (Max. 255 characters). This description will serve as the payment page's "Name" on the customer facing side.

Customer Information

If you would like to make the Payment Page specific to an individual customer, then you may enter that customer's information in the fields provided. You may also use the search bar at the top of this section to located and insert customer information directly from your store's Customer Records.

Marking the "An invoice will be sent to this email" checkbox will send the invoice details to the customer's email address.


Editing and Using the Invoice Payment Page

To use the Invoice Payment Page, you will supply your customers with a direct link to their respective page where they will process their payment. As merchant, you will use the following steps to edit the Payment Page, retrieve the link for your customers and view previous payments.

  1. Log into your Shift4Shop Online Store Manager
  2. Using the left hand navigation menu, go to Modules
  3. Once there, use the search bar at the top to search for and located "Invoice Payment Page"
  4. Now, click on the "Settings" button

You will see a list of your Invoice Payment Pages. At the far right of each listing, you will see an action wheel with the following settings:

  • Edit - Use this option to edit the details of the payment page. Note that - once payment has been received on it - the payment page cannot be edited.
  • View Payments - Use this option to view payments made to the Invoice Payment Page.
  • Get Link - This option will show you the link that will be used for the Payment Page as well as a button that will copy it to your clipboard
  • Delete - Finally, use this option to remove the Payment Page completely.

Note
If using the Invoice Payment Page to collect recurring payments, be aware that merely deleting the Invoice Payment Page will not stop the recurrences. You will also need to cancel the recurring orders manually to prevent subsequent payments from being collected. PLease review our knowledgebase article on recurring orders for more details. (Cancelling recurring orders)


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