This article explains how to add a pay online button or link to your PDF invoices. Before you begin please ensure that Cloud Depot RPS is setup.
Note: 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.
Creating a button in your HaloPSA PDF invoice
In these examples we are going to use the button option but you can use the URL option if you prefer.
1. Log into HaloPSA then navigate to
Configuration -> Reporting -> PDF Templates -> Invoices dropdown
2. Choose the PDF template where you wish to incorporate the button option, and then click on the 'Edit' button.
3. Click on the Appearance tab, then enable the options for 'Include Footer' and 'Use HTML Footer.'
From Cloud Depot navigate HaloPSA Payment Details Tab then copy the contents of the Payment button into the Footer HTML
Save your settings in HaloPSA and repeat for any other templates you would like to use.
Note: Please be aware that any PDF invoices created prior to applying this setting will be stored in cache and will retain their original payment information. To update these invoices with the new payment details, you will need to regenerate them within the Halo portal.
Please note: That you can modify the HTML under the Pages tab to apply the button to be positioned directly beneath the Total area however that is not covered by this guide.