A payment-link form, an invoice letter, and the payment coming back to the bill.
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When a family owes you for a pledge, tuition or dues, you can email the invoice with a link they click to pay online. The payment comes straight back to the bill. It starts with a Payment Link form. In Forms, click New form, and choose Payment Link. Ours is called Invoice Payments. Open it, and on the Settings tab, under Embed on your website, copy the embed code. Paste it on a page of your website, like a page called Pay your invoice. Next, the invoice email. In Settings, Communications, Letters, choose Pledge, and click Add letter. Give it a name, a subject, and who it comes from. Write the message. Insert field fills in each family's greeting, and the amount they still owe, so every invoice reads as if you wrote it just for them. Then click Payment link. Type the words people will click, and the address of that page on your website. Each family's own secure invoice reference is added for you. Click Apply, and save the letter. Now, the family. The Grosses have an open pledge to the building fund, for eighteen hundred dollars. On the bill, click the envelope. Choose the letter you just made. Their greeting and the amount due are filled in, along with the link to pay. Click Send. Here's what the family sees when they click the link: your own website, with the payment form already filled in. Their name, address, invoice number, and the amount due. They can pay it all, or change the amount to pay part of it. They enter their card number, the expiration, and the security code, check Use contact info above for the billing details, and click Submit. Done. They see a thank you, and a receipt is emailed to them. The card is charged right away. Back in CMS, the payment is waiting in the form's submissions. CMS has already matched it to the Gross family. Open it, and go to Apply to bill. The whole eighteen hundred dollars goes to their building fund pledge, and nothing is left due. Click Import. On the family's bills, the pledge now shows paid in full, with nothing due. And if you use the Members Portal, families who sign in can see their past due bills, and pay them by card right there, too. Invoice emails with a payment link let families pay in a click, on your own website, and every payment lands right on the bill it pays.