When an invoice is ready for payment, or if you require payment before starting a job, an email
message with a payment link can be generated from Printer’s Plan. This payment link will direct
the customer to the hosted payment page where they will be able to enter a payment.
Sending an Email with a Payment Link
The following example illustrates how an email generated from Printer’s Plan can include a
payment link. In Printer’s Plan open a job that is ready for payment and click the Email Form
A Select a template window will open, in this window select a template that is designed to
include the payment link:
Important!: Make sure email templates that include a link/button to pay are updated with the
address of your Print Reach Pay hosted payment page (Please see the section below on how to update the paymentlink)
After selecting a template, an email message will appear, verify the contents of the message and
click Send to send the payment request:
When the customer receives the email message they can click on the Pay Now link and they will
be taken to the hosted payment page. On this page they can submit their payment.
On a successful transaction, Print Reach Pay will send the payment data to Printer’s Plan updating
the Printer’s Plan job and payment totals. To receive this data in Printer’s Plan, the following
requirements need to be met:
- Active Printer’s Plan API (Web2Plan) solution installed (version 2021.3.04 or later).
- Valid Webhook URL configured on the Print Reach Pay Hosted Payment Page.
To activate, or verify the version of the Printer’s Plan API, and to ensure a valid webhook URL is
configured on the hosted payment page, please contact the Print Reach support department at
firstname.lastname@example.org or call 888-581-3100.
If you are running the Printer’s Plan API (Web2Plan) on your local server, for the Print Reach Pay
hosted payment page to communicate back to Printer's Plan you will need to whitelist the
following IP addresses: 18.104.22.168.
If you are not running the Printer’s Plan API solution (Web2Plan), payments entered on the hosted
payment page need to be manually entered in Printer’s Plan.
Updating the Payment Link on Email Templates
Email templates that include a link (or button) to pay must be updated to include the address of
your Print Reach Pay hosted payment page.
For example, on the Job Payment Request Print Reach Pay email template, the initial payment
link on the template will look like this:
On this template, edit the [SiteName] text of this link to include the address of your Hosted
Payment Page. The updated link will look similar to the following:
Repeat this change for each of the email templates
By design the payment link on the email templates will capture data from the Printer’s Plan job
and populate this information on the hosted payment page. This helps reduce the amount of data
the customer will need to enter when making an online payment. Listed below is a description of
the job fields that are part of the payment link:
- customerID= (*required) -- Customer number on the job.
- invoiceID= (*required) -- Printer’s Plan Job number.
- tax= (*required) -- Tax amount of the job.
- subtotal= (*required) -- Sum of the job’s subtotal, discount, shipping, postage and paid fields.
- totaldue= (*required) -- The current balance due on the job. This amount must equal the sum of
the subtotal and tax fields.
(the following fields in the payment link are optional)
- name= Bill To Company Name.
- address1=Bill To Address 1.
- address2 = Bill To Address 2.
- city= Bill To City.
- state=Bull to State.
- zip= Bill to Zip.
- country=Bill to Country.
- emailaddress= Email Address.
- phone= Phone Number.
For a listing of additional data fields that can be populated in the email message please review
the Email Help - PrintReachPay.txt file. This help file resides in the email folder on the server
computer. HTML formatted email templates are designed to work with the Printer’s Plan SMTP
client, results may vary when using a third party email client.
Additionally, the 2021 update of Printer’s Plan includes the ability to create Formula Fields on an
email template. This feature will allow you to send partial payment requests. For example, you
can send an email asking for a 50% deposit before starting production on a job. Instructions on
how to use the formula fields on an email template can be found in the following Knowledge
Base article: Formula Fields on Email Templates