How to send an invoice for payment

Send customers a link they can use to quickly and securely pay for a pass assigned to them online

Chris avatar
Written by Chris
Updated over a week ago

In addition to collecting card payments online, with cash or external service, or accepting card payments in person; you can also send your customers an invoice with a secure, custom link they can use to pay online for a pass already assigned to their account.

In Punchpass, we call this, "Sending a Paylink."

For example, let's say a long-time customer comes to your studio and wants to buy a 1-month pass....but they forgot their wallet.  ☹️

With Paylinks, you can be the hero!  "No problem," you say.  "I'll assign you the pass right now and email you a link to pay online.  Please just pay for the pass when you get home."

Getting Started with Paylinks

From Manage > Settings, select the General Settings section, and please make sure the option to track the payment status of every pass is turned on. It lives at the bottom of the page.

Step 1: Assign the Pass

Note: When assigning the pass, it must be marked as unpaid to send an invoice.

From the customer account, press the Assign Pass button, and select the pass to assign.

This opens the Assign Pass page and here you will:

  • Select a discount, if applicable.

  • Select the Cash, check, etc. button,

  • Mark the pass as unpaid,

  • Add a note,

  • and press the Assign Pass or Save button to assign the pass.

Once you've assigned the pass, you'll be returned to the customer account where you can send an invoice.

Step 2: Invoice for Payment

To send an invoice, pick your option:

From the customer account, there are two ways to send an invoice.

Option 1: Copy the paylink from the Customer's account overview


From the customer account, click the three-dot icon on the pass, and select the option to copy the URL to your clipboard.

You can then email this invoice link to the customer.

Option 2: Click on the Scan & Pay button


Or, if you click on the pass, this opens the Pass Details page, you'll also find the Scan & Pay option to accept payment in person.

Below the Scan & Pay button is another option to copy the paylink, so you can email that link to the customer from here too. This will send them a link to an invoice for payment.

Step 3: Receive Payment

The customer will receive an email with the invoice. The invoice is a simple page with your client logo/branding, along with a message explaining how to pay:

Once they've paid a few important things happen:

  1. We send them an email receipt.

  2. We mark the pass as 'Paid', and disable the paylink so they cannot pay again by mistake.  (Note - if you mark the pass as unpaid again, the link will become active!)


FAQ's

Can you use a paylink with memberships?
Not right now - but that is something we are planning to add.

Can a customer update their credit card with a paylink?
Not at the moment - paylinks simply charge a card, they do not create a customer in your Stripe account or update a customer.

Should I use these instead of No-pass attendances?
Right now, no.  These should be used only for situations where you are sure the customer is going to pay.  We are going to be slowly 'merging' these two concepts together over time.


A Word of Warning!

Paylinks solve a unique problem, but they are NOT the solution for day-to-day payments.  A couple of warnings to consider:

  • It's ALWAYS better to be paid upfront, then to have to chase someone for payment.  

  • Paylinks are a quick 'please pay me' request.  They aren't tracked at all besides updating the 'Paid' flag on the pass.  

  • You cannot send a Paylink for partial payment.

  • Paylinks do not fit with the 'No-pass' attendance flow and are not a replacement.

  • Punchpass does not notify you when a Paylink is paid - you should receive an email from your Stripe account about the payment.

One of our goals with Punchpass is to help you get paid faster, while also giving you the flexibility to handle the 'life happens' situations that come up from time to time. We hope invoices help!

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