Hi @iwarren39,
Generally, you need to check the following information if the online payment link is missing.
- Make sure your company has the “Customer Portal” configuration ON (you can contact the support team to check if you are not sure whether it is enabled for your company)
- Make sure the merge tag is spelled correctly in Settings > Email > Invoice - it should be singular {OnlinePaymentLink}, make sure there are no typos (like a rogue ‘s’)!
- Confirm that your company only has 1 active ST Credit Card Payments and 1 ST ACH Payments account in Settings > Integrations > Payment Processing (i.e. if you have both WorldPay AND ST Credit Card Payments processing enabled, the link won’t work and you would have to edit your account settings with the Payment Support team; paymentsupport@servicetitan.com)
- Make sure the job’s business unit is checked and enabled in Settings > Invoicing > Online Payments
- Make sure the invoice balance is greater than $0. The online payment link won’t show for $0 balances.
- Check the Customer Type (i.e. residential or commercial) for the Bill-To on the invoice. If you are a Commercial customer, then make sure that the Commercial customer type is enabled in Settings > Invoicing > Online Payments > Please select customer type at the bottom. If both Residential & Commercial customers need to have the Online Payments link, then select Residential and Commercial in that dropdown and save changes.
Please review the checklist to find the root cause of your issue. Hope this is helpful🙂
