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PayThem - Collect Payments by Credit Card
  • 08 Jan 2024
  • 2 Minutes to read
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PayThem - Collect Payments by Credit Card

  • Updated on 08 Jan 2024
  • 2 Minutes to read
  • Contributors
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Article Summary

PayThem and the Pay Now button allows you to request for the instance payment of your outstanding invoice(s) from your customers. You can send emails to your customers via Credit Hound Cloud with a button to ‘Pay Now'. When a customer clicks on the button, it redirects your them to our secure PayThem payment page listing the invoices selected that are due for payment.

In order for the PayThem integration to send emails with Pay Now buttons, you need to configure and link your PayThem company to your Credit Hound Cloud company in PayThem Settings.

Pay Now Button - Manual Emails

When sending a manual email to your customers, there are certain conditions in which a Pay Now button can be added to your outgoing email.

  1. The transaction types of the selected transactions are all Invoices.
    1. If any other transaction type is selected, or no transactions are selected, the Pay Now button will be disabled from selection.
  2. The selected invoices must be in the same currency.
    1. For example, if the invoice INV001 in GBP is selected, then the subsequent selected invoices should be in GBP also.
    2. If the invoices selected are in different currencies, the Pay Now button is disabled from selection.

Pay Now Button - Collection Paths

In Collection Paths configuration, you can choose whether to use a pre-existing template that has a Pay Now button already on it, or you can decide to not use a template at which point you can select the Pay Now button from the email editor.

Excluded from Automated Chasing
Invoice(s) which have been been paid via PayThem will be automatically excluded from any automated emails sent via Collection Paths. This is to prevent automatically chasing those invoices that have been paid already through PayThem.

Pay Now Button - Email Templates

You can insert the Pay Now button on your email templates for use by manual or automated emails.

Additionally, using the custom field {{#payThemSection}} on your email templates allows you to only include payment related content within this section (such as the Pay Now button) only if:

  • PayThem has already been configured for Credit Hound Cloud i.e. a Credit Hound Cloud Company has been linked to a PayThem company.
  • There is at least one outstanding invoice on the outgoing email.

This means if there is no outstanding invoice on the email, the content in the PayThem Section would not be sent to your customer.

EmailTemplate_PayThemSectionEmail Template - Pay Them Section
  1. Go to Settings > Email Templates.
  2. Click Add New Template, if creating a new template or Edit if editing an existing template
  3. The Email Editor will appear.
  4. Click in the body where you would like to position and insert your PayThem Section
  5. Click the Custom Fields button and select PayThem Section
  6. This inserts the PayThem Section Custom Field where your mouse cursor was placed

    {{#payThemSection}}

  7. Start typing the message you want to appear to your customers to review their payment options.
  8. Click the Pay Now Button button from the email editor menu.
  9. Compose the rest of your email template and click Create once happy. 

Can I have more than one PayThem Section?

Yes, it is possible to construct your email in a way that has multiple Pay Them Sections.

Can I place the Pay Now button in the PayThem Section?

You can place the Pay Now button inside or outside the section. For example, you may want to have some text inside the section in the first paragraph and a Pay Now button at the end of the email.

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