Payment confirmation
What it's for
Payment confirmation is what your customer sees after they pay. It confirms the payment went through and gives them something to keep. It exists so nobody is left staring at a blank browser wondering whether their card was charged.
It is reached automatically after a successful payment on the pay link. The
route is /pay/<invoice>/success.
Tabs
The page has no tabs. It is a confirmation, and deliberately nothing more.
Panels and controls
- The confirmation states that the payment succeeded and what it was for, so the customer can match it against the invoice they were sent.
- There is nothing to do on this page. A customer who lands here has finished; a customer who did not get here did not pay, which is the useful thing about having a distinct page for success rather than a message on the pay form.
- By the time this page appears, the office side has already moved: the Balance due on the invoice record is reduced, the payment is on the invoice's Payments tab with its date and method, and the Overdue invoices count on the dashboard has dropped if that invoice was late. Nobody keys any of it in.
If a customer tells you they paid but you cannot find it, the question to ask is whether they reached this page. A payment that failed leaves them on the pay form with the reason, not here.
What it accepts
Nothing. The page is the end of the payment flow, not a step in it. Reloading it does not charge anything a second time.
How to configure it
- Branding settings decide how the page looks to your customer.
- Notifications settings decide whether a receipt is emailed as well as shown here — worth turning on, because an emailed receipt is the thing a customer can find again a month later.
- Invoicing settings decide what the receipt says.
Who can see it
This page opens from the payment flow on a secure link — no login, no account. It is reached by whoever just paid.
Your own staff do not use this page. The payment it confirms shows on the invoice record, which is where you should look rather than asking the customer to forward you their confirmation.