Invoice Payment Link
- Name - Enter a name for the content item. This text only
appears during design mode (configuration).
- Title - Enter the text to display above this iPart on the
rendered page. If blank, no title displays.
- Do not render in design mode - Enable this option to
prevent content record data from being loaded in the content editor. This
improves performance during design time (configuration).
- Display a border around this content - Select this option
to display a border around this iPart on the rendered page.
- Button text - Enter the text to display on the button
users click to add invoices to their cart.
- Message - Enter text to be displayed above the button.
For example, you could enter a message that explains to users what to expect
when they click the button.
- Choose the types of invoices to include
- Standard - Standard invoices include items such as open
invoices for customer purchases.
- Renewal - Renewal invoices include unpaid membership
fees and subscriptions.
- Display options when no invoices are due - Select the
option for how the iPart is displayed when no open invoices are due.
- Hide button and Message - When no invoice is due, the
button and Message are hidden.
- Show disabled button and No open invoice message - When
no invoice is due, a disabled button and the No open invoice message
are displayed.
- No open invoice message - Enter a message to be displayed
when no invoice is due.
Notes
- The iPart displays a conditional button to pay an outstanding renewal
invoice. When the user clicks the button, the renewal item is placed into the
cart. Users do not have the option to selectively pay for individual line
items within the invoice.
- The button displays only if the signed in user has an unpaid
renewal invoice that is not already in the cart for items such as membership
fees or subscriptions.
- Note for organizations that process renewal billings and
use accrual-based accounting: Currently, this iPart can only be used to
pay for the most recently billed renewal invoice. Unpaid invoices for
previously billed renewal billings cannot be paid with this iPart. This may be
an issue if your organization has closely-recurring billing cycles, or if some
of your users renew multiple memberships through your organization and those
memberships have different billing cycles.
- The button displays only if there is an
outstanding invoice that is not already in the cart for one of the following
contacts:
- The signed in user
- The contact currently selected as On Behalf Of
- The contact whose record is being viewed (the button is disabled)
- The button is enabled only if the contact with the outstanding
invoice is signed in directly or On Behalf Of. Clicking the
button adds the renewal to the cart of that contact. If a page containing a
contact key in the URL displays a contact that is neither signed in nor
selected for On Behalf Of, then the button is disabled. For example, if
Smith signs in and views the account for Jones (who has an outstanding
renewal), then the button is disabled until Smith acts on behalf of Jones.
- If users have more than one unpaid invoice, all invoices
are added to the cart. Users can select which invoices they want to pay from
the cart.