Configuring Click to Pay
Click to Pay requires some initial configuration steps before it can be used to generate payment links.
Before Starting
You'll need:
- The full URL address of your Click to Pay page.
- Your Click to Pay Profile ID. This was provided to you by EPASS. If you don't have this ID, contact EPASS Support.
Activate Click to Pay Security Options
-
Go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.
-
Select a User or Group from the list, and then click Security.
-
In the Keyword search box, enter
CLICK TO PAY
and select the following options:Click to Pay - View Payment Link Enables the Click to Pay link in the Invoice Header. Without this option, the EPASS User can not generate a payment link. Click to Pay - Allow Requested Amount Allows the EPASS User to generate a Click to Pay link that forces the customer to pay a specific amount. If this is not enabled, the Click to Pay link will request the amount owing on the invoice, but the customer can choose to pay a lesser amount. -
Click OK.
Add Click to Pay Variables
-
Go to Tools > System Maintenance.
-
Click the Variables tab.
-
Click EPASS Pay, and then click Open.
-
Click the Click to Pay tab and 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. infoIf 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.
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
-
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.
-
Go to Tools >