Pay an invoice
What it's for
Pay an invoice is the page your customer opens from the link on their invoice. It shows what they owe and lets them pay it — no account, no password, no portal login.
It opens from the pay link on an invoice you sent. The route is
/pay/<invoice>. It is not reachable from the office app's navigation, because
it is not a staff screen.
Tabs
The page has no tabs. It is the amount and a way to pay it.
Panels and controls
- The invoice summary shows what the payment is for and what is owed.
- Amount is pre-filled with the balance. It can be edited, which is what allows a part payment where your shop accepts one.
- Pay takes the payment. On success the customer lands on the payment confirmation.
- The page is deliberately short. A customer with a card in their hand should not have to read anything to work out what to do.
Payment recorded here appears against the invoice in the office app, so the Balance due on the invoice record and the Overdue count on the dashboard both move without anyone keying it in.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Amount | Dollars | Yes | Pre-filled with the outstanding balance; editable for a part payment |
How to configure it
- Invoicing settings decide the payment terms shown and whether part payment is offered.
- Branding settings decide how the page looks to your customer.
- Online payment has to be connected for your shop before the link does anything — see Settings → Integrations.
Who can see it
This page opens from a secure link you send — no login, no account. Anyone holding the link can open it, and the link is the only way in, so treat it the way you would treat the invoice itself.
Your own staff do not use this page; they record payments on the invoice record instead.