Mercury Network gives you several ways to accept payments for your orders, and lets you automate many of the tasks involved in doing so. This document will show you how to automatically generate an invoice for an order, then send a link to the borrower so they can securely enter their credit card information to pay for the order. The payment can be processed immediately or saved to be processed later. Plus, we can work with you to automate this task to make your workflow more efficient.
You can use the tabs below to get set up and use this feature. First, there is some preliminary information in the Initial setup tab. Then, use the Configure Mercury settings tab to adjust the settings for this feature. When those settings are right, you'll be ready to send the Make a Payment link to the borrower (for the next eligible order), so click Send the Make a Payment link to the borrower below to learn more about your options. Finally, What the borrower sees gives you a look at the borrower's experience when they use your XSite to submit their payment info.
This feature depends on a few of Mercury's other features in order to work. So, before you use it, you'll need to contact us to make sure you're all set up. Just send an email to email@example.com to let us know that you intend to use the Make a Payment page. Be sure to include your customer number in the email, and we'll get back to you right away to help you get started using these features. Here are some of the things we'll help you configure:
The following order information can be merged into the email's content:
In order for this feature to work, Mercury needs to be configured to automatically create an invoice (complete with a due date and an invoice number) when the order is placed. You might already have this configured, and that's just fine, but it's best to make sure. Also, in order to send the link via email, you'll need a valid email address for the borrower, so you'll probably want to make that field required on your VMP XSite's order form. The instructions for both are below.
Here's how to configure your automatic invoice settings:
Here's how to require the borrower's email address on your VMP XSite's order form:
With these settings, your invoice will automatically be created when an order is placed, it will have a due date, and an invoice number will be generated for it. And, since the borrower's email address was entered when the order was placed (per your order form's requirements) you'll be ready to send the Make a Payment link automatically or manually. See the next section for information about sending the Make a Payment link to the borrower.
You can send the Make a Payment link to the borrower manually, or we can configure the process to be done automatically during the initial setup. Here, we'll show you how to do either one.
Manually send the Make a Payment link to the borrower
The most straightfoward way to send the Make a Payment link to the borrower is to compose a new email which includes the URL for your Make a Payment page, then send it to the borrower's email address. Here's how to get the information you'll need:
Automatically send the Make a Payment link to the borrower
We will help you automate the process of sending the Make a Payment link to the borrower during initial setup. The basic automation works like this: Any time an order is placed with a payment method of Deferred CC and there is an unpaid invoice and there is an email address for the borrower, the link will be automatically sent to the borrower. However, we can help you customize this automation in a lot of different ways so it's tailored for your workflow. We'll configure this for you during the initial setup.
If you have decided to automatically send the link to the borrower, the email they receive can be customized for your purposes. We'll get any custom text or formatting from you during the initial setup. The email will have a button that takes them to the Make a Payment page with their order populated, as shown in step 2 below.
If you've manually sent the link to the borrower, they'll visit the Make a Payment page on your VMP XSite, and that page will be styled according to your VMP XSite preferences. We will help you configure that page during the initial setup.
Whether you're sending the link automatically or manually, here's what the borrower will see:
Normally, the card will be charged immediately when the borrower enters the information. However, this process can be customized so the card information can be processed later. We'll configure this option for you during the initial setup. When the card has been charged, the borrower will receive an invoice which looks like this:
Learn what settings to use, what the borrower sees, and more when using the automatic Make a Payment feature of your VMP XSite.
This document will show you how to configure Mercury Network to automatically send a Make a Payment link to the borrower so they can pay for their order using their credit card.