You can embed anonymous (encrypted) payment portal links into your email templates so your customers can pay their invoices/orders through the Customer Payment Portal or E-Payment application without having to sign into the Customer Payment Portal. This is especially useful when the person making the payment may not have a public-facing account.
When using an anonymous payment portal link, your customers cannot see the logged in user profile but is rather special access for the invoice, order or account using an encrypted link that eventually expires to maintain security.
You can configure anonymous payment portal links for a bill-to account, specific order or invoice.
Create an Anonymous User ID
To allow your customers to automatically login without an account, you need to have an anonymous user ID that is used as the anonymous login account. If you are already using an anonymous public-facing user ID for other public-facing applications, you can reuse that user ID for this purpose.
If you do not have an anonymous user ID set up, then you need to create one. Often, WEBUSER, PAYPORTAL or PUBLICUSER are used as the user IDs.
To add a new anonymous user ID:
- Create the user in the Users list. Make sure to:
- Check the v30 Access check box.
- Assign a personnel account. You may need to create a personnel account for the anonymous user.
- Check the Internet Logon check box on the personnel account.
- Set the personnel account to Active.
After you create the anonymous user ID, you need to assign it as the auto-logon user:
- Click the Accounts Receivable Configuration link from the Main Menu. The Accounts Receivable Configuration window opens.
- Select the user you created from the Auto Login User drop-down. If this field is not available on your screen, click the Edit Layout link in the lower right corner of the screen to add the field to your screen layout. If you do not have an Edit Layout link available, contact your system administrator.
- Click OK.
Configure the Customer Payment Portal for Anonymous Links
This step is only needed when configuring a Customer Payment Portal link. This is not needed for E-Payment links.
- Click the Payment Portal Configurations link from the Main Menu. The Payment Portal Configurations page opens.
- Select the existing customer payment portal configuration for the anonymous payment portal link.
- Right-click and select Edit. The Edit Payment Portal Configuration window opens.
- Check the Allow Anonymous Access check box. If this field is not available on your screen, click the Edit Layout link in the lower right corner of the screen to add the field to your screen layout. If you do not have an Edit Layout link available, contact your system administrator.
- Click the Save button.
- Click the Copy Shortcut button. If prompted, allow the web page access to your Clipboard.
- Click OK on the Edit Payment Portal Configuration window.
Create the Anonymous Payment Portal or E-Payment Link
- Click the Email and Merge Templates link from the Main Menu. The Email and Merge Templates page opens.
- Click the Add button. The Subject window opens.
- Select the appropriate subject. See the Email Subject and Payment Application Link section for more details on which to select.
- Invoices - Use for an anonymous payment portal link for a bill-to account or a specific invoice. Attaches an invoice to the email if sent from the Invoices screen.
- Service Order, Registration Orders, Fulfillment Orders, or Membership Orders - Must use with a specific order number link. You must also send the email from the corresponding orders screen.
- All Accounts - Use for an anonymous payment portal link for a bill-to account or a specific invoice. You must send the email from the account, not the contact. If a contact is selected as the bill-to account on the invoice, the link can work correctly. However, if a contact is not the bill-to account, the invoice does not display in the Customer Payment Portal. For example, Jane Smith is the bill-to contact for ABC Events. If ABC Events is the bill-to account on the invoice, you must send the email from the Accounts screen with ABC Events selected. If Jane Smith is selected, the link does not work. If Jane Smith is the bill-to account on the invoice, select Jane Smith when sending the email and the payment portal link works.
- Click OK.
- Enter the necessary email template information as desired (Description, Subject, text, etc.).
- Click the Save (disk) button.
- Select the Header tab.
- Enter the desired email text.
- Click the Insert Momentus Link button (
) in the text formatting bar to insert the payment portal link. The Select Link Type window opens.
- Select the appropriate action from the drop-down. See the Email Subject and Payment Application Link section for more details on which to select.
- Customer Payment Portal - Used with payment portals and emails sent from accounts, orders, or invoices subjects.
- E-Payment Account Order - Used with the E-Payment application and emails sent from order subjects.
- E-Payment Invoice - Used with the E-Payment application and emails sent from invoice subjects.
- E-Payment Payment Plan Step - Used with the E-Payment application and emails sent from memo payment plans.
- Event Payment Portal - Used with the Customer Payment Portal application and emails sent from event subjects.
- Click OK. The Insert Momentus Link window opens.
- Enter the necessary information:
- App Config Sequence - Customer Payment Portal or E-Payment Application configuration to link to.
- Link Format - Determines how the hyperlink displays:
- Text - Displays as text. Enter the text for the hyperlink into the Text field.
- Image - Displays as a clickable image. Select the image from the Select Image drop-down. Only images available in the Account Template Documents screen are available for selection.
- Embedded Image - Image data is placed in the template when it is built. The email HTML is larger but is used if you want to pull images from the database but have firewalls that do not allow links.
- Expand the Link Parameters section. Three entries already exist. You can enter a default value into the Default Value field for any of the parameters or delete parameters you do not want available. We do not recommend changing the default settings without assistance from a Momentus representative.
- OrgCode - Designates the organization wildcard.
- InvoiceNbr - Designates if the link is for a specific invoice.
- OrderNbr - Designate if the link is for a specific order.
- Click OK.
By default, the generated link is valid for 20 days. To override the default expiration date for the link, update organization parameter AR PY1 to specify the number of days. It is not recommended to extend this to anything longer than necessary.
Email Subject and Payment Application Link Options
Use the table below to help determine which email subject you need to select for your email template and which payment application you need to select for your link in the email template.
| I want to send an email... | Email Subject | Insert Link Option |
| with a link to a specific invoice. | Invoices | E-Payment Invoice |
| with a link to a specific order. | Order | E-Payment Order |
| with a link to a specific memo payment plan step.* | Order or Payment Plan Step | E-Payment Plan Step |
| for the entire account from the account. | Account Email | Customer Payment Portal |
| for the entire account from an invoice. | Invoice (Dunning Statements) | Customer Payment Portal |
| for the entire account from an order. | Order | Customer Payment Portal |
| specific to an event from the event. | Event | Event Payment Portal** |
*Only available for use with memo payment plans. Invoiced payment plans use the Invoices Email Subject.
**Only available for the Customer Payment Portal. Not available with E-Payments.
Comments
8 comments
Just wondered if possible to add links for the E-Payment configurations to Crystal reports as well? Managed to get the link working through preview and embedded in an email template, but we want to have the E-Payment link to be available on the remittance advice section of the invoice report!
I've tried using the link generated from the preview function and update the invoice number to @Invoice in Crystal Reports, but that doesn't work.
Is this possible? And anything I may have missed?
1 upvotes
Hi Jerry,
Please contact your csm to discuss the configuration and maybe work with tech solution too.
Thanks
0 upvotes
Thanks @...
Happy to contact CSM if I can get confirmation this is possible? If it's not then I'd be pushing to have available as we used to be able to embed anonymous links for the Payment Portal on Crystal Reports.
Can you confirm if it's possible to add links for the E-Payment configurations to Crystal reports?
Cheers
Jerry
0 upvotes
Just wondered if any response to the above?
Is it possible to embed anonymous links for the Payment Portal on Crystal Report? Or is it now only supported to have the anonymous link available on the email template?
0 upvotes
I am a bit dismayed to see that such a good and useful feature has been removed. Unless there is some AR setting that needs to be changed.
0 upvotes
Hi Jerry!
I've been informed that it is possible to include the E-Payment link or the anon payment portal link on crystal reports. I don't know the details, but it's definitely worth having the conversation.
Cheers,
Kelly
0 upvotes
Hi there - we left this one on the back burner for a while as there were a few issues with v2 payment portal. But I believe these have all been sorted now so keen to pick this back up.
Has anyone worked this one out yet? If not, is there any chance we can get some guidance on this forum as to how to we can include the anonymous payment portal link (for v2) on crystal reports as per Kelly's comment above? This was existing functionality that worked for the old legacy payment portal as well as v1.
Cheers
Jerry
0 upvotes
Hi Jerry! I apologize for the delay in replying - I was checking with the product and development teams to confirm I had the correct information.
Anonymous payment portal links are fully supported in emails in v2, which in our research is how most clients send them. They are not supported at this time in the report itself. The product team asked if you would please add your user story to the Product Ideas forum to help them understand your workflow and why the link in the report is critical.
Thanks so much,
Linda
0 upvotes
Please sign in to leave a comment.