Payments

Handling payments has never been easier!

OrderEazi lets you handle payments with ease, but before we get started, you'll need to install at least one of our Payment Provider App Integrations.

Once your Payment Provider App Integration is ready to go, you will gain access to OrderEazi's payment features!

Each Payment Link is linked to a specific document, which determines how much your customer needs to pay. This setup keeps payments organized and specific to each document.

Managing Payments for a Project

Keeping track of payments is a breeze! Here’s how to manage payments linked to any project:

1. Head to the project you'd like to manage payments for.

2. Click Project Actions > Manage Payments.

   
3. You'll see a list of all Payment Links for that project, along with their current status (Pending, Voided, Expired, Succeed, or Fail).

   

Embedding Payment Links on Documents

You can now include a Pay Online Now button directly on Quotes, Sales Orders and Invoices.

When creating a document which supports payments links, you will now have access to a new Document Setting which allows you to include a payment link directly on the document - making it easier than ever for customers to complete payments without extra steps!

If you have multiple Payment Provider Integrations installed, you are able to override the default provider on a per-document basis.

The Payment Link will appear as a Pay Online Now button on your documents.

Please note that your OrderEazi Organization must contain Bank Details in order to display payment links on documents.

Sending Payment Links via WhatsApp

If you'd prefer to send payment links via WhatsApp rather than embedding them directly on a document, here’s how:

1. After creating a document, navigate to the Payments List for the project.

2. Click Create Payment Link and complete the required fields.

3. Select Send Payment Link to share it via WhatsApp.

To create a custom payment, you may fill in the Payment Details without selecting a document - but it is advised link all payments to a document to keep payments organized and properly documented.

Cancelling a Payment Link

Need to cancel a payment link? No problem. If you’d like to make sure a specific link can’t be used, just:

1. Locate the payment in the list.

2. Click the dropdown arrow next to it.

3. Select Void Payment Link.

And that’s it – the payment link will no longer be valid for the customer to use.

With OrderEazi and your Payment Provider App, taking payments is straightforward, organized, and easy to manage on a per-project basis.