Setting up and using Payment Links

Pay-It Payment Links can be automatically embedded into Business Central Sales Invoice reports and emails.

Where can Payment Links be viewed?

Customers can access the payment link via a Sales Invoice document:

1. The standard Sales Invoice report and email.
2. The Sales Invoice report included in the Good Looking Documents app.
3. A custom Sales Invoice report and email. See Adding Payment Links to Custom Reports.

You can also view the Pay-It Payment Link field on the Sales Invoice Card if you need a copy of the link.

Setting up Payment Links

You need to complete the following to set up to start using Payment Links:

1. Add Payment Link as a payment method (see setting up your payments methods).
2. Configure and schedule the Post Deferred Pay-It Payment Job Queue to process completed payments. You will be prompted in a notification to configure this after setting up Payment Link as a payment method.
3. If you’re not using Good Looking Documents, add Pay-It as a Business Central Payment Service:
   1. Open the Payment Services page and select New.
   2. Select Pay-It Integration as the Payment Service Type.
   3. Enable the newly created Payment Service.
   4. Optionally, enable Always Include on Documents.

Including the Payment Links on Documents

Payment Links are added to any Sales Invoice document with a Payment Service set. You can choose whether the Payment Service is set automatically or manually.

To automatically add the Payment Service, make sure Always Include on Documents is set on the Payment Service.

To manually add the Payment Link you can do so on a per-document basis:

If you’re using a custom report, you must have added the appropriate code to include the link in the layout. See Adding Payment Links to Custom Reports.