Make the payment process easier for your clients by enabling a payment button on your public order page. We'll explain how to do it in this article.

Please note: in order to display a payment button to clients, you must have enabled an integration with a payment service.

1. Go to Settings > General.

2. In the Workflows section, go to the settings block Online payments.

3. In the first field Display the payment button in statuses, select in which order statuses you want to display the payment button on the online order acceptance form. You can select more than one status.

Important: the display of payment button can only be enabled for orders. For estimates, you can only enable acceptance buttons, but you can configure the process to accept payment on the order after the estimate is accepted. Find out more about this further in this article.

4. In the second field If paid, move to the status, select the status of the order after the customer makes a payment from the online order acceptance form.

5. In the Merchant field, select the payment system you want to use and save the settings.

Now you will see the payment button on the online order acceptance form. Next, let's look at how you can use them.

If you want the customer to accept the order first and then pay for it, you can first enable acceptance buttons for the order statuses you need.

To do this, go to the status settings, select the Display the acceptance buttons on the public form checkbox, and set the rules for changing the order status after it is accepted or declined.

The next step is to enable the payment button for the order status you need.

Important: In order for the payment button to appear right after the public form is accepted, you need to configure the rules for switching into correct order status after the public form is accepted.

For example, the order status "Diagnostics" changes to "In Progress" when the public form is accepted. In this case, you need to enable the display of payment button as described above for the “In progress” status.

It is also worth noting that if both acceptance and payment button are enabled for the current order status, only acceptance buttons will be displayed at first.

Only after the order is confirmed will the payment button appear.

You can also use the public order acceptance form for payments only.

To do this, you just need to enable the display of payment button for the order statuses you need, as described above, and send the form to the client.

You can also set up payment for the order after the estimate is accepted. This can be done as follows:

1. In the estimates statuses settings, check the Display acceptance buttons in public form checkbox and set up the transition rules after acceptance so that when the estimate is accepted, the status changes to “Order created”.

In this case, the order will be created in its initial status automatically after the estimate is accepted.

2. In the payment button settings, in the first field, select the status of the order that should display the payment button.

For example, if you set the estimate status to “Pending”, send the client a public acceptance form and the client confirms it, the estimate will be transferred to the order with the “New” status. In this case, the payment button should be enabled for the “New” order status so that after confirming the estimate, the client can immediately pay for the order on the same public form.

You can also continue to use the public confirmation form for review purposes only, without acceptance or payment button.

Firstly, you need to set up a notification template to automatically or manually send a message with a link where the customer can view the details and accept/reject or pay for the estimate or order form.

Read this article to learn how to set up an online acceptance form for estimates.

1. Go to the Settings > Notifications > Orders page in the Templates section.

2. Click the "+ Template" button if you want to add a new template, or click on the name of an existing template to edit it.

The text of the message template can be anything, but it must contain the {Estimate Client URL} variable, it can be found in the Other block. It is this variable that forms the link for the client.

1. Click the "+ Notification" button in the "For Clients" section.

2. Select the "Work order status changed to" event and the desired status.

3. Specify the message type: SMS or Email.

4. If necessary, set up delayed sending of the notification.

5. Select a message template.

After the estimate has moved to the specified status, the client will receive a message that will contain a link to the web form.

You can also send the link manually. To do this, in the open order, click Actions > Copy public link and send this public link to the client.

The public form contains your company logo, which you can set in the Settings > General page, the manager's name, clients details, asset information, and the information about products and services added to the order.

If necessary, the client will be able to change the language of the public form by selecting the desired language at the top of the page.

When the client clicks on the Pay button, a payment form will be generated for him in a new tab, with the amount indicated in the Total amount field.

Total amount is calculated as follows:

Total amount = Order total - Already made payments.

For example, if a prepayment of 100 euros was made and the order total is 300 euros, then the total due on the public form will be 200 euros.

If there have been no payments on this order yet, the Total amount will show the full sum for the order.

If the order has a payment history, it will be displayed in the Payment history block. All prepayments and payouts are displayed there, except for deleted ones.

As soon as the customer clicks on the payment button, a link is generated, which you can see and copy on the order page in RemOnline in the Invoices and payments section. If the customer clicks several times, several links will be generated accordingly. Each of them is valid and, if necessary, can be sent to the client manually to complete the payment.

You can only pay the full amount specified in Total amount.

After the payment is made, the order status changes to the one specified in the payment button settings if the status transfer rules allow it.

If changes were made to the order after the payment was made and the total amount became smaller, the overpayment will be displayed on the public form. If the total amount has increased, the Pay button will reappear and the client will be able to pay for the additional amount specified.

Right next to the order number on the public form, the status of the public form is displayed to the customer.