Insert a link to a payment page into your document template

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

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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.

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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

Mergefields

The next part is selecting the mergefields that 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

Amount field

{MERGEFIELD Outstanding_Amount\* MERGEFORMAT}

Other useful Merge fields

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}

Note: Mergefields can contain spaces

Here is a few examples.

https://paymentgateway/yourcompanyidreference/«OrderNo»/«Outstanding_Amount»

https://paymentgateway/yourcompanyidreference/{MERGEFIELD OrderNo \* MERGEFORMAT}/{MERGEFIELD Outstanding_Amount\# “0.00”\* MERGEFORMAT}

https://paymentgateway/invoice/yourcompanyidreference/«RefNo»«Revision»/«MinimumDeposit_Amount»

when you select Alt + F9 you will see

https://paymentgateway/invoice/yourcompanyidreference/{MERGEFIELD RefNo \* MERGEFORMAT}{MERGEFIELD Revision \* MERGEFORMAT}/{MERGEFIELD MinimumDeposit_Amount\#”0.00”\* MERGEFORMAT}