Pay Now URLs

There are several ways to get your clients to our Pay Now page.  For Xero users, the most common way is to integrate with the Xero Payment Services module and send your invoices from Xero (this is not available for Quickbooks users).  You can also send an invitation for the contact to be invited to set up their payment profile.  But sometimes neither of these options are suitable for you.  So here's some extra options.

Please note that you must have Pay Now compatible gateways properly configured in you uCollect account. Upload types are not compatible with Pay Now. Please contact Support if you need assistance.

Copy the Contact's Pay Now Link

You can copy the Pay Now link from the uCollect Contact's Contact tab.  This is unique to each contact and can be sent with your invoices, statements or other emails to invite the contact to Pay One-time or set up Automatic Collection (depending on your gateway settings).

You can't specify a payment method with this option - the customer will have all normal payment options available.  This link can NOT be shared among contacts.

You do not need to make any changes in your accounting software for this link to work. However, you do need a gateway that is enabled for Pay Now (in the Gateway Pay Now settings) for the currency used by this contact's invoices for it to work properly.

A Generic Pay Now link

Every organisation has a generic link that you can send to anyone. You can find this in the Edit, Organisation Settings, Pay Now settings.

The first link (Contact already exists) will allow the customer to search (two criteria needed) and find their record without a direct link.  You can't specify a payment method with this option - the customer will have all normal payment options available based on your payment gateway settings.  This link CAN be shared among contacts.

The second link (Contact to be created) can be used when you want a new customer to set up their details for you and create the payment profile at the same time.

All these options assume that Pay Now services are property setup in your uCollect account.  This is done in the Payment Gateway setup screen for each eligible gateway.