HaloPSA pay online button for email templates

This article explains how to add a pay online button or link to your email templates. Before you begin please ensure that Cloud Depot RPS is setup.

Please note that you have two choices for payment configuration: Option 1, which involves using a Payment URL link, or Option 2, which allows you to utilize a Payment Button.

 

1. Log into HaloPSA then navigate to Configuration -> Email -> Email Templates

Scroll down until you find Outgoing Email then click Email Templates

2. Find in the list the Invoice Email Subject template and click edit

 


3. Prior to switching to Code view, insert a sequence of 'XXXX' in the location where you want your payment button to be displayed.


4.Next, click on the <> icon located on the far right side to enter the code view.


5. Locate the 'XXXX' text this will be replaced with your Payment button from Cloud Depot


From Cloud Depot navigate HaloPSA Payment Details Tab then copy the contents of the Payment button replacing the <p>XXXX</p>

Recurring Payments -> Configuration -> Customer Portal -> HaloPSA Payment Details Tab

 

Copy this from Cloud Depot

Paste into HaloPSA and replace the <p>XXXX</p>

Important: Don't save the template until you have exited the Code view

Exit the Code view by clicking the <> icon again in the top righthand corner you should now see your pay online button.

Click Save

 

Caution: Make sure you run some tests to yourself before sending live invoices and emails to your customers