> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/apps/payment-gateways.md).

# Payment gateways

Add a Pay Online Now button to your OrderEazi documents, and send clients payment links, with a payment gateway app.

Waiting for an EFT (electronic funds transfer) and matching it to an invoice slows down getting paid. A payment gateway app connects OrderEazi Central to your payment provider, so your Quotes and invoices can carry a **Pay Online Now** button. You can also send your client a payment link from the project. You install payment gateway apps from the [App Gallery](/central/apps/app-gallery.md).

### Before you start

You'll need:

* **An account with a payment provider:** One of the providers below, with its account details for the app.
* **The app set up:** Install the provider's app, and enter your account details in its settings. Each app's page explains them.
* **Permissions:** To turn the payment link on or off on a document, you need **Display Payment Link**, in the **Document Creation** permission group. To choose a different payment app, you need **Change Payment Provider**, in the same group. To set up a workflow's documents, you need **Workflow Manager**, in the **Settings** group.

> **Note:** To get set up with a payment provider, email <support@ordereazi.com>.

### The payment gateway apps

* [**PayFast**](/central/apps/payment-gateways/payfast.md)**:** The **PayFast Payment Integrator** app.
* [**PayGate**](/central/apps/payment-gateways/paygate.md)**:** The **PayGate Integrator** app.
* [**PayU**](/central/apps/payment-gateways/payu.md)**:** The **PayU Payment Integrator** app, which can also send payment links by WhatsApp.
* [**Peach Payments**](/central/apps/payment-gateways/peach-payments.md)**:** The **Peach Payments Integrator** app.

### How to add payment links to a document

> **Warning:** Saving document settings changes that document on every project using this workflow, not just new ones. Check the settings before you save. See [Workflow documents and document settings](/central/order-management/settings/workflow-manager/workflow-documents-and-document-settings.md).

1. In the main menu, go to **Settings** > **Workflow Manager**, and open the workflow in the editor.
2. Select the **Documents** tab.
3. Select **Edit** on the document, such as the Tax Invoice.
4. Select the **Payments** tab.
5. Tick **Enable payment integration for this document**.
6. Under **Payment App**, choose the app that issues the link.
7. Select the **Display Settings** tab.
8. Tick **Display Payment Link**.
9. Select **Save**.

From then on, **Display Payment Link** is ticked when someone creates that document on a project. The **Payments** tab only appears once a payment app is installed. If you tick **Display Payment Link** without choosing a **Payment App**, you see "Pick a Payment App when "Display Payment Link" is enabled."

Payment links work on Quotes, Sales Orders, Proforma Invoices, Tax Invoices, and ERP invoices (invoices that come from your accounting system).

### How a payment link is created

When the document is created with **Display Payment Link** ticked, OrderEazi asks the payment app for a link:

* **The amount:** The document's full total, including VAT.
* **The reference:** The document number, so you can match the payment to the document.
* **On the document:** A **Pay Online Now** button, on the PDF and on the online view your client opens from the email. It doesn't depend on your bank details.

**Example:** You create Tax Invoice INV000812 for R3 335, with **Display Payment Link** ticked. The invoice shows a **Pay Online Now** button. Your client selects it, pays R3 335 on the provider's page, and the payment's reference is INV000812.

If the link can't be created, the document is still created, and you see "Failed to create payment link for this", the document type, then "Please create the payment link manually under Project Actions > Manage Payments." An invoice split into several documents gets no automatic link, so create one in **Manage Payments**.

### How to check and send payment links

On a project, under **Project Actions**, **Manage Payments** lists every payment link, with its amount, provider, and status from the payment app. You can create a link for any amount, send it by WhatsApp, view it, or void it. See [Payments](/central/order-management/projects/payments.md).

### What payment links do not do

* **Mark the document paid:** The payment's status stays in the payment app. A paid link doesn't mark the invoice paid or record a client payment, so record the payment in OrderEazi yourself. See [Client payments](/central/order-management/clients/client-payments.md).
* **Take a deposit automatically:** The automatic link is always for the full total. For a deposit, create a link for that amount in **Manage Payments**.
* **Work on credit notes or returns:** Only the five document types above can carry a link.

### Related pages

* [Payments](/central/order-management/projects/payments.md): create, send, and void payment links on a project
* [Workflow documents and document settings](/central/order-management/settings/workflow-manager/workflow-documents-and-document-settings.md): set up a workflow's documents
* [App Gallery](/central/apps/app-gallery.md): install and set up payment apps