Credit Card Payment Link(s)

This guide provides essential instructions for creating and managing credit card payment links, ensuring efficient transactions with customers. It highlights the importance of timely communication, as payment links expire after seven days, and offers step-by-step processes for generating invoice and ad-hoc payment links. Additional details on on-line web payments available to customers is also detailed.

Jennifer Cummings
22 steps
60 seconds

Payment Link Basics

Tip! Payment Links are good for 7 days. Links will expire/note work after the 7 days. A new link must be sent. Add notes to applicable order number and/or to AR that a payment link in $X amount has been sent to customer, with email information of contact.

Access Kaplan Admin

Determine Selection - View payment, create invoice payment or create ad-hoc payment.

View Payment Links

View Payment: click on Request ID to view details

Page view of payment links submitted in last week.

Invoice Payment Link

Click "Create Invoice Payment" to set up a payment link that will select invoices from open AR for the customer.

Enter "Customer Number"

Click "Continue"

Select invoices per customer request.

Click "Continue"

Copy information from screen and paste into email to send to customer. The payment link must be accessible/clickable.

Ad-Hoc Payment Link

Click "Create Ad-Hoc Payment"

Enter in Invoice ID information - reference order number, quote, etc.

Enter comments and more details, including customer number, in the "Description" box.

Enter "Payment Amount". This is what the customer needs to pay.

Click "Continue"

Copy information from screen and paste into email to send to customer. The payment link must be accessible/clickable.

On-Line Web Payment

Customers may access payment information by order on our website. "Access Track Your Order" via the bottom of the webpage or via customer support page.

Customer Should enter the Kaplan order number and the ship to zip code, then Click \ "Submit".

Successful Access of Order with invoice that is open for payment. If the invoice is not open for payment, no check box will be seen.

Click "Checkbox" and click "Pay Invoices"

Enter credit card and contact information in appropriate fields.

*Option to add Special Instructions and then click "Submit".*

Credit Card Payment Link(s)

Jennifer Cummings
22 steps
60 seconds

Payment Link Basics

Access Kaplan Admin

Determine Selection - View payment, create invoice payment or create ad-hoc payment.

View Payment Links

View Payment: click on Request ID to view details

Page view of payment links submitted in last week.

Invoice Payment Link

Click "Create Invoice Payment" to set up a payment link that will select invoices from open AR for the customer.

Enter "Customer Number"

Click "Continue"

Select invoices per customer request.

Click "Continue"

Copy information from screen and paste into email to send to customer. The payment link must be accessible/clickable.

Ad-Hoc Payment Link

Click "Create Ad-Hoc Payment"

Enter in Invoice ID information - reference order number, quote, etc.

Enter comments and more details, including customer number, in the "Description" box.

Enter "Payment Amount". This is what the customer needs to pay.

Click "Continue"

Copy information from screen and paste into email to send to customer. The payment link must be accessible/clickable.

On-Line Web Payment

Customers may access payment information by order on our website. "Access Track Your Order" via the bottom of the webpage or via customer support page.

Customer Should enter the Kaplan order number and the ship to zip code, then Click \ "Submit".

Successful Access of Order with invoice that is open for payment. If the invoice is not open for payment, no check box will be seen.

Click "Checkbox" and click "Pay Invoices"

Enter credit card and contact information in appropriate fields.

*Option to add Special Instructions and then click "Submit".*