Configuring Click to Pay

Updated December 13, 2024

Click to Pay requires some initial configuration steps before it can be used to generate payment links.

  1. Activate Click to Pay Security Options
  2. Add Click to Pay Variables
  3. Activate Click to Pay for Invoice Types
  4. Add a Click to Pay Payment Type

Before Starting

You'll need:

Activate Click to Pay Security Options

  1. Go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.

  1. Select a User or Group from the list, and then click Security.

  1. In the Keyword search box, enter CLICK TO PAY and select the following options:

  1.  Click OK.

Add Click to Pay Variables

  1. Go to Tools > System Maintenance.

  1. Click the Variables tab.
  2. Click EPASS Pay, and then click Open.
  3. Click the Click to Pay tab, and then do the following:

A Enter the URL address where your Click to Pay page is hosted.
B Enter your Click to Pay Profile ID.
C  If necessary, change the default number of days the authentication token is valid for. If the authentication token expires, the user can still follow the link to pay their invoice, however, they will need to manually enter their name and invoice number at the payment portal.

 


Note: If you set the Token Validity Days to 0, the Click to Pay link is generated without an authentication token.

 

About URL Shortening

Click to Pay URL links are “shortened” using the TinyURL service. You can choose to disable this service and instead have Click to Pay generate an “expanded” URL link.


Note: Some network services and business block shortened URLs. If your Click to Pay recipients are having trouble receiving shortened URL links, you may need to disable URL shortening.

Select URL Shortening Variables

  1. Select the following:

A Click to enable or disable URL shortening.
B This is how long EPASS will wait for a response from the TinyURL service. If a response isn’t returned in time, an error is generated. We recommend leaving this set to 5 seconds, but if you have a slower internet connection or are experiencing multiple timeout errors, you can try increasing the time.
C Select this checkbox if you want to use shortened URLs in your staging environment.

   

Activate Click to Pay for Invoice Types

By default, Click to Pay is disabled for all Invoice Types. You'll need to decide which Invoice Types can generate Click to Pay payment links and then activate the Click to Pay feature in each one.

  1. Go to Tools > System Maintenance.
  2. On the Tables tab, click Invoice Type, and then click Open.

  1. Click an Invoice Type, and then click Edit.

  1. On the Settings 1 tab near the bottom, click Show Click to Pay Payment Link.

  1. Click OK.
  2. Repeat steps 3–5 for each Invoice Type that will use Click to Pay payment links.

Add a Click to Pay Payment Type

A unique Payment Type for Click to Pay payments must be added to EPASS. EPASS links all payments received through Click to Pay to this Payment Type code.

Follow these instructions to add a Click to Pay Payment Type.

  1. Go to Tools > System Maintenance. On the Tables tab, click Payment Types, and then click Open.
  2. In the Payment Type window, click Add.
  3. Fill in the following fields:

   

A Enter a Code and Description. We recommend using code EPCTP.
B Select the G/L Account that this payment type should link to.
C Clear all of these checkboxes so that EPCTP isn’t an available payment option in the Invoice Header, Invoice Detail, or Mobile Tech.
D Select EPASS Pay – Credit from the Type dropdown.

 

   
Note: Prevent Duplicate Card Payments is used for fraud prevention, and we recommend that this setting is always selected.

  1. Click OK.

See Also: