Stripe Payment Link Guide

This guide will walk you through the process of creating Stripe payment links, integrating QR codes into templates, sending payment requests via email, and tracking payment statuses.

Creating a Stripe Payment Link

Steps to Create:

1. Navigate to the Invoice Detail Page

   • Create an invoice or navigate to the invoice you want to generate a payment link for. Cross check all the necessary details and the Grand Total amount.

2. Open the Action Dropdown

   • Click on the Action dropdown and select Generate Payment Link & QR code.

3. Fill in Payment Details
   • A modal will appear. Enter the following details:
     • Name
     • Amount (Prepopulated based on the currency of the invoice)
     • Currency (non-editable)
     • Description

4. Generate the Link
   • Click Submit and wait for a few seconds.
   • The payment link will appear in the sub panel of the invoice page. It will have the Link, QR code, amount and Button to deactivate the link.

Note: It supports partial payment as well. One can select the amount, they want to generate and it should be less than grand total amount. Post successful payment of active link or if existing links are in de-activated state then one can generate a different link. Grand Total is used to create invoices and manage the due amounts.

5. Verify the Link
   • Click on the payment link to preview what the client will see for cross-verification.

⚠️ Note:

a. Link Deactivate : - Once the amount is paid the link gets deactivated. - To deactivate a link before it is paid, click on the deactivate button.

b. Link Activate: - One can reactivate the link after it is deactivated.

c. Payment Status Update: - Once the payment is done the status is automatically updated in the sub panel. - And an email is sent to the contact related to the invoice about successful payment.

6. Notification and Status Update:

• On successful payment, the Status against the URL shows Paid.

• Notifications appear on successful payments

• On paid invoice an Email is sent to the contact related to the invoice of the confirmation. It is found in Email Template > Payment Gateway Paid Confirmation. (It can be edited as well as per the business need)

Invoice Fields to Show Payment Updates

• Total Amount: It represents the invoice amount.

• Paid Amount: This indicates the amount that has been paid from the due invoice amount.

• Remaining Amount: This displays the outstanding amount that is still due and needs to be paid.

Note:

• Once the full payment is completed, the invoice status is automatically updated to Paid.

Adding QR Codes to Templates

PDF Templates

1. Go to the PDF Templates module.
2. Select an existing template or create a new one.
3. In the template editor:
   • Choose the position for the QR code.
   • From the Insert Fields dropdown, select Invoices > Generate Payment Link & QR code.
   • Click Insert.

Note: The QR code is an image, so it needs to be displayed using an <img src="src" alt="image" /> tag. To do this, go to the HTML editor and insert the <img src="src" alt="image" /> tag as follows, assigning the variable $aos_invoices_qr_code to the src attribute

4. To include the payment link in the template, select Payment URL from the Insert Fields and insert it.

Note: To make the link clickable, add an <a href=""> tag in the HTML editor

Email Templates

1. Go to the Email Templates module.
2. Select an existing template or create a new one.
3. In the template editor:
   • Choose the position for the QR code.
   • From the Insert Fields dropdown, select Invoices > Generate Payment Link & QR code.
   • Click Insert.

4. To include the payment link in the email, select Payment URL from the Insert Fields and insert it.

Note: - The QR code is an image, so it needs to be displayed using an image insert feature by assigning the variable $aos_invoices_qr_code to the Source attribute

• To make the link clickable, add a link to it through the editor and add the variable to 'URL' attribute.

Note: The QR codes used for email templates and PDF templates are different. Ensure you use the correct one.

Sending the Payment Link via Email

1. Navigate to the Actions button
2. Select any one to send the active URL and QR code:

- Print PDF - Email Invoice - Email PDF

3. For email PDF/ Invoice, Select the Email template to be sent:
   • An appropriate email template.
   • An invoice PDF template if you want to attach the invoice.

4. Click Send from the email module.