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How To Use WooCommerce To Email An Invoice With A “Pay Now” Link

How To Use WooCommerce To Email An Invoice With A “Pay Now” Link

As a business owner, your primary objective is to reach more people and ultimately make sales. The time and energy required to collect payments shouldn’t be a hassle, no matter where you sell.

When you don’t have a point-of-sale (POS), or want to accept payments from anywhere, “Pay Now” links using WooCommerce can be a very helpful feature. For example, you may want to send a client an invoice for a service you provided, or you may want to allow wholesale customers to purchase things in bulk with specific payment conditions.

You can offer your customers a variety of payment methods and allow them to complete transactions instantly That’s why a ‘Pay Now’ link sent via email is the perfect solution for almost any business.

In this article, we’ll explain how to use WooCommerce to email an invoice with a ‘Pay Now’ Link using the WooCommerce PDF Invoices, Packing Slips, Delivery Notes, and Shipping Label Pro version plugin.

Benefits of Sending ‘Pay Now’ Links to Customers

‘Pay Now’ links make it easy and secure to accept payments anywhere.

The following are the main advantages for both businesses and customers:

  • Improve your workflow and payment process so you can receive payments faster and spend more time on more important tasks like expanding your business.
  • Customizing the order message, sharing the link across numerous channels, and allowing customers to pay using any device will all enhance the customer experience.
  • Maintaining a competitive edge and providing secure payment methods to your customers will increase their trust and loyalty.
  • Keeping track of transaction history on a single, user-friendly dashboard with updates in real-time.
  • With ‘Pay Now’ links, you do not have to use a point of sale (POS), which reduces your business costs. There will only be a transaction fee charged to you.
  • Accepting a broader range of payment options, including credit cards, electronic wallets like Apple Pay and Google Pay, and other payment options.
  • Increasing client satisfaction and taking the most widely used payment methods can increase your conversion rate and overall revenue.

Steps To Create A Pay Now Link In Woocommerce

Using the WooCommerce PDF Invoice, Packing Slip, Delivery Notes, and Shipping Label plugin, you can accept invoice payments at the checkout by adding a ‘Pay Later’ option. Additionally, the customer can make the payment directly through the ‘Pay N ow‘ link on their invoice receipt.

Let’s get started.

Step 1: Upon installing and activating the plugin, a new menu, Invoice/Packing appears in the WordPress dashboard.

WordPress Dashboard

Step 2: Navigate to Invoice/Packing > Invoice tab. It will then display the invoice settings window.

Selecting the option invoice

Step 3: The invoice settings window should now be open. Click the Payment Link tab.

Selection of Payment Link tab

Step 3.1: In the Payment Link tab, Enable the Show payment link on the invoice to place a payment link next to the payment method.

The settings of Payment Link Tab

Step 3.2: In the Choose Order Status, choose the options you need to add the payment link. The available statuses are: Payment Pending, On hold, and Failed. By default, it will consider an ‘on hold’ order status.

choosing the order status

Step 3.3: To add a ‘Pay Later’ option at the checkout, enable the option Show “Pay Later” at the checkout.

enable the option Show 'Pay now' at the check out

Fill out the Title, Description, and Instruction fields according to the way you want the invoice to look, and then click the Save Payment Link Settings button.

During the checkout process, the ‘Pay Later’ option appears as follows:

Showing Pay Later at checkout

Users can now initiate payments by clicking the ‘Pay Now’ link on the invoice.

You must select a template on the Customize tab that supports the payment link to reflect the changes in the Payment Link settings.

Step 4: To add the ‘Pay Now’ template to invoices, click the Invoice/Packing > Customize tab.

Selection of customize tab

Step 5: On the right-hand side of the Customize tab, click Assets, and select Order Fields, a dropdown menu will appear, from there select Pay Now.

Selecting Assets from customize tab
order fields option from assets
pay now option from order fields

Step 6: Drag and drop the “Pay Now” template to your invoice and press the button Save.

The invoice with Pay Now Link is as shown below:

Invoice showing Pay now option

Steps to Email an invoice with a ‘Pay Now’ link

Step 1: Orders placed with the Pay Later option will have an “on hold” status.

The order status is on hold

Step 2: After receiving the email with the invoice attachment, the customer can click the ‘Pay Now’ link.

Order email with invoice attached

Step 3: Next, the checkout page appears for the customer. The customer can pay using the payment methods offered by your store.

Step 4: Due to this, when the customer makes a payment, the invoice updates the payment method. Changing the status of the order from “On hold” to “Completed”.

The order status changed to completed

Wrapping Up

Streamlining your business operations is important to your success. Give your customers a simple payment option with the ‘Pay Now’ Link sent via email to help grow your business. Customer satisfaction is greatly improved when they can use the ‘Pay Later’ option. Maintaining customer satisfaction will also enable you to run a profitable business.