Allow your customers to pay an invoice quickly via a Pay Now button from invoices you have emailed to them.


These steps show you how to add a new Pay Now button to Autotask.


In Wise-Pay

Merchant Administrators can perform these steps.


Navigate to Configure > Merchants and open your Merchant.


Generate the Pay Now button

  1. Navigate to the Email Links tab.
  2. Choose whether you wish to add the Pay Now button to the email you send to customers, or the invoice itself, by setting the Email Link Type.
  3. Set the Email Link User.
  4. Use Email Button options to format the button corners and text.
  5. Click Generate.


Copy Pay Now HTML to your clipboard

Display the Email Link and copy HTML to paste into your Invoice/Email Template in Autotask.



In Autotask

Autotask Administrators can perform these steps. 


Navigate to Admin > Features and Settings > Finance,  Accounting and Invoicing


NOTE: Pay Now URLs generated by Wise-Pay use standard Autotask placeholders. If Autotask is using customised local terms, the Pay Now URL must be changed to match your current preferences before adding it to your invoice or email template. Read more about Autotask Local Terms & Symbols here. If you're having an issue with the variables in your Pay Now URL, read FAQ - How to edit Autotask Variables in a PayNow Email Link.


Configure the Invoice Template

Under the Invoices heading, click Invoice Templates.



Select the Invoice Template you wish to add the Pay Now button to


Navigate to and click to edit the Bottom of Invoice section.




In Design view, mark the location you wish to add the button with xxxxxxx.


Switch to HTML view and paste the HTML from Wise-Pay, replacing <div>xxxxx</div> highlighted.

Switch to Design view to preview the button.



Save the template.



Read more information about Autotask Invoice Templates can be found here.


Configure the Invoice Email Messages

Under the Invoices heading, click Invoice Email Messages.


Select the Invoice Email Message you wish to add the Pay Now button to.


In Design view, mark the location you wish to add the button with xxxxxxx.



Switch to HTML view and paste the HTML from Wise-Pay, replacing <div>xxxxx</div> highlighted.



Save the message.


Read more information about Autotask Invoice Email Messages can be found here.