Are you already using a payment gateway? Or is this the time to get one.
By payment gateway I mean a web page that your bank, financial provider or dedicated Payment gateway site has setup for you, so that customers can pay online, this removes the requirement for them calling up to give credit card details or get payment details from you.
Something like this
If you have a payment gateway you can add a link or button to your document templates, which will send information from the BUZ order to the website.
Before you start this
Not all payment gateways are the same and may have various format requirements, so check the requirements for the link or button first.
Creating a Link
Start off by downloading a document template from BUZ
Once you have downloaded one we can start constructing the link, you need to be able to see the Mergefields, to toggle the view on a Window PC you can press ALT+F9
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
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
Word Field Name | Description |
TotalIncGST | Order Total Inc GST |
Outstanding_Amount | Outstanding Order Amount |
MinimumDeposit_Amount | The Min Deposit amt. set |
Formatting (if required)
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}
Here is a few examples.
https://paymentgateway/yourcompanyidreference/«OrderNo»/AUD/«Outstanding_Amount»
https://paymentgateway/yourcompanyidreference/{MERGEFIELD OrderNo \* MERGEFORMAT}/AUD/«Outstanding_Amount \* MERGEFORMAT }
https://paymentgateway/invoice/yourcompanyidreference/«RefNo»«Revision»/AUD/«Outstanding_Amount»
when you select Alt + F9 you will see
https://paymentgateway/invoice/yourcompanyidreference/{MERGEFIELD RefNo \* MERGEFORMAT}{MERGEFIELD Revision \* MERGEFORMAT}/AUD/«Outstanding_Amount»\#”0.00” \* }
which will show this