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Send out Email Template with Payment Link once Credit Card processor has been set up
Send out Email Template with Payment Link once Credit Card processor has been set up

Setting up Email Events to delivery the Payment Link once the Payment Processor has been enabled

Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

If you have recently set up a credit card processor in ISN, please make sure that your system is sending out the correct email template to the client that includes the payment link.

There are a few areas in your ISN where the email template that is sent needs to be updated to include the template that uses the payment link.

SETTING UP EMAIL EVENTS

Navigate to your Email Events (Email--> Email Events):

Turn on the email event that includes the payment link, and turn off the email event that does not have the payment link. This will ensure that any new orders entered into your ISN will send the email event/email template that includes the payment link:

SENDING EMAIL TEMPLATES

Second, when manually sending the agreement template to the client, please make sure you select the email template that includes the payment link, (i.e. Client Verification of Inspection with Agreement & Payment):

SETTING DEFAULT TEMPLATE TO EMAIL AGREEMENT

If you're using the View/Send/Sign Agreement function from within the order (manually sending the agreement), please ensure you have the correct email template associated to that function (i.e. Client Verification of Inspection with Agreement & Payment).

These settings can be determined by navigating to Settings -- Office Settings -- Interacting with my Clients and Agents -- Email Template Options. We recommend that you ensure each function within that setting is sending the correct email template.

Remember to click Save Settings when you're done making adjustments!

Please feel free to reach out to our support team via live chat, email to help@inspectionsupport.com, or call us at 800-700-8112 for further assistance.

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