Enable Customer Payments Through Payment Services
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As an alternative to collecting payments through bank transfer or credit cards, your customers can pay you through their account with payment services, such as Microsoft Pay, PayPal, or WorldPay.
After you enable a payment service in Sparkrock 365, a link to the service is available on sales documents that you send by email to your customers. Customers can use the link to go to the payment service and pay the bill, directly from the sales document. If you don't want to include the link, for example, if a customer will pay with cash, you can remove the payment service from the invoice before posting.
The Microsoft Pay, PayPal Payments Standard, and WorldPay Payments Standard extensions are installed in Sparkrock 365 and are ready for you to enable.
Before you can use payment services on sales invoices, you must set up a payment service.
To set up a payment service
Choose
, enter payment services, and then choose the related link.The Payment Services page opens.
On the action bar, choose New > New.
If a dialog box appears, specify an appropriate value, and then choose OK.
In Name and Description, specify a name and a description for the payment service.
In Account ID, specify the email or the merchant account ID.
Select the Logo field to select a picture that you want to use for this account on all invoices.
To specify that this account is to be included on all documents by default, turn on Always Include on Documents.
To start using the payment service, turn on Enabled.
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