Pay Now allows you to initiate the request for instant payment for all the unpaid invoices.
Presently, this feature works via emails. You can send emails to your customers via Chargebee with the button/link for ‘Pay Now'. It redirects your customer to Chargebee's Pay Now page that has the list of invoices due for payment.
The emails can be sent to an individual or a segment of customers.
Once the Pay Now link is sent, it is only valid for 5 days. If you wish to extend the this validity for your customers, please contact [email protected] .
As it's been mentioned already, your customers will receive email notifications from Chargebee which will enable them to pay for the unpaid invoices via the email almost instantly.
There are 2 ways of collecting payment from your customers via email notifications with the use of Pay Now:
You can send an email notifications to all your customers who have unpaid invoices. Here's what you need to do:
Step 1: Search for Customers
After logging in to the Chargebee user interface, click Customers.
Use the filter ‘Has Unpaid Invoices' to narrow down customers who have unpaid invoices (status of the invoice will be either ‘Payment Due' or ‘Not Paid')
Step 2: Configure and Send Email
Click Email Customers to initiate the process of sending email to the filtered set of customers who have unpaid invoices.
Action Email v1 users:
Adding the mail merge parameter {{customer.collect_unpaid_invoices_url}} will add an auto-generated URL in the email which will initiate the payment process.
To inform an individual customer to pay for their unpaid invoices, navigate to the customer details page and click Request Payment to send an email requesting payment.
The option Request Payment will appear in the Customer Details page only if the customer has unpaid invoices.
You can review the content before sending the email.
The link/button included in your customer's email will redirect them to Chargebee's ‘Pay Now' page.
In Chargebee's Pay Now page, your customer will find the list of unpaid invoices.
Your customers can either pay for all the invoices listed or select a few and make the payment.
They will be prompted to enter their payment details to make the payment right away.
For payments, your customers can either add a new payment method or continue with what they had saved already. Payments can be made using card or PayPal.
If your customer is making the payment using a new method, they have the option to choose if they wish to use the same method later.
When your customer selects the invoices to pay, they might be asked for a verification. This is possible if your business is based out of Europe or has a significant customer base in the EEA. In such cases the customer might have to go through a 3D Secure verification to complete the payment.
Pay Now option can be added in the following emails which are sent by Chargebee:
Chargebee has two versions of email notifications. Pay Now button/link is added to the email based on the version enabled for your Chargebee site.
If Email Notifications V2 is enabled in your Chargebee site, a Pay Now button will appear in your customer's email. Navigate to Settings > Configure Chargebee > Email Notifications and here, Pay Now button can be added to the following email notifications:
Editing any of the above emails will give you the option to add the Pay Now button.
The button will be included in the copy of the email your customers receive.
If Email Notification V1 is enabled for your Chargebee site, Pay Now will appear as an auto-generated link.
To add the link to the email, navigate to Settings > Configure Chargebee > Email Notifications. From the list of emails, select the email you wish to add the link to and click ‘Customize Template' and add the mail merge parameter {{customer.collect_unpaid_invoices_url}} (from Customer group) to add the URL of Pay Now.
Click here to know more about the configuring the emails and mail merge parameters of Email Notifications V1.
Send Email option is displayed in Classic UI as shown here:
Request Payment option is displayed in Classic UI as shown here:
