Payment link by email
HTML payment email with button, PDF attachment, and optional expiry reminder.
On posted invoice, order, and quote you will find Send payment link by email.
Prerequisites
Active payment link for the document
Email address on the customer (or document)
Print rule allows the document
An email account is set up in Business Central
Email contents
Subject such as
Invoice 103217 – Pay onlineDocument type, number, customer, due date, amount
Large Pay securely now button
Security note (SSL via VR Payment)
Fallback link in the footer
Invoice PDF attached (for invoices)
Expiry reminder
If Send expiry reminder by email is on, the job queue sends a reminder automatically. Default: 3 days before valid-until. Subject such as Reminder: payment link for 103217 expires soon.
If sending fails, check Email accounts and Email outbox in Business Central.