Are you already using a payment gateway? Or is this the time to get one.
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Start out with the web address - my example would be https://paymentgateway.com.au/
You might also need to include your customer Id https://paymentgateway.com.au/CompanyNameorIDNumber
Remember that you cant have any spaces in the link
Mergefields
The next part is selecting the mergefields that you want you need, these are the parts of the order required for your customer to pay the amount you require.
You can ask for the full amount, or a deposit percentage or the amount remaining if a deposit has already been paid.
Mergefields may need to be typed manually, copying and pasting from another form or website may not work properly.
You can also insert a merge field by following the instructions here
In the example I will be selecting Order number, followed by the amount required, but your setup might ask for other mergefields, you can find a list of all the possible mergefields here.
Invoice and or Order number field
{MERGEFIELD OrderNo \* MERGEFORMAT}
Or {MERGEFIELD RefNo \* MERGEFORMAT}{MERGEFIELD Revision\* MERGEFORMAT}
We have given you the option to select which part/s of the order number as some payment gateways wont accept a full stop in the order number, if that is the case you can use RefNo and Revision
Word Field Name | Description | Example |
OrderNo | Order Number | 1000000.A |
RefNo | Numerical Values from the order number only (no .A .B etc) | 1000000 |
Revision | Just the revision number (A B C) | A |
Amount field
{MERGEFIELD Outstanding_Amount\* MERGEFORMAT}
Other useful Merge fields
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I also want to remove the $ symbol from the value, as the payment gateway wont accept that symbol
To do this I will add \# “0.00” to the mergefield
{MERGEFIELD Outstanding_Amount \# “0.00”\* MERGEFORMAT}
Now that we have all the fields you can make a simple link by adding them together
https://paymentgateway.com.au/CompanyNameorIDNumber{MERGEFIELD RefNo \* MERGEFORMAT}{MERGEFIELD Revision\* MERGEFORMAT}{MERGEFIELD Outstanding_Amount\# “0.00”\* MERGEFORMAT}
Note: Mergefields can contain spaces
Here is a few examples.
https://paymentgateway/yourcompanyidreference/«OrderNo»/AUD/«Outstanding_Amount»
https://paymentgateway/yourcompanyidreference/{MERGEFIELD OrderNo \* MERGEFORMAT}/AUD/«Outstanding{MERGEFIELD Outstanding_Amount\# “0.00”\* MERGEFORMAT}
https://paymentgateway/invoice/yourcompanyidreference/«RefNo»«Revision»/AUD/«Outstanding«MinimumDeposit_Amount»
when you select Alt + F9 you will see
https://paymentgateway/invoice/yourcompanyidreference/{MERGEFIELD RefNo \* MERGEFORMAT}{MERGEFIELD Revision \* MERGEFORMAT}/AUD/«Outstanding_Amount»{MERGEFIELD MinimumDeposit_Amount\#”0.00”\* MERGEFORMAT}which will show this