Payment links are an easy way to receive credit card payments for jobs in Omega.
Note: Payment links are only available using Authorize.net or NMI payment methods (types credit_authnet and credit_nmi, respectively)
What Does a Payment Link Do?
When a payment link is clicked, it takes the user to a webpage where the user can make a payment for a particular job. Here is a sample payment page to which a payment link could send people:
The billing information is pre-populated with the customer's name and address from the job in Omega, but can be changed.
Generating Payment Links
1a) Open Omega, go to the Admin menu, and select Account Settings.
1b) Find the Payment Link Method field and select the payment method you would like to be used for payments made through your payment links. Only your active payment methods of type credit_authnet or credit_nmi will be selectable.
2) The link itself is generated using the PaymentLink template variable in an email/SMS Template (learn more about template variables). Just put {{PaymentLink}} wherever you would like the link to appear.
Payment Links for Pre-appointment Earnest Money (Deposit Amount)
If you would like your customer to put down some money up front before an appointment, you can set the Deposit Amount on the job in Omega and sent your customer a 'Deposit Amount' payment link.
Setting the Deposit Amount
Click on Advanced (near the top of the page), then enter the amount you want the customer to pay up front in the Deposit Amount field.
Sending a 'Deposit Amount' Payment Link
To send a payment link for the amount in the Deposit Amount field, do it the same way as is described in the Generating Payment Links section above, except use {{DepositAmountLink}} instead of {{PaymentLink}}.
Setting a Deposit Amount Default
By default, all new jobs start with the Deposit Amount field set to $0.00. If you want to set a different default amount for all new jobs, you can do this in on the Account Settings page (accessible from the Admin menu) with the Deposit Amount Default field.
