Generating a Payment Link with CardConnect Follow

UPDATE March 2021: Print Reach has become their own Merchant Processor and created Print Reach Pay which is the recommend payment processing integration for Printer's Plan. Please visit https://printreach.com/printersplan-printreachpay for more details

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 feature requires a CardConnect Hosted Payment Page and this page is available with your CardConnect merchant account. For information about enabling the Hosted Payment Page please contact CardConnect.

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 Letter button:

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 payment links are updated with the address of your CardConnect Hosted Payment Page. For example, on the Job Payment Request template, the initial payment link on the template will look like this:

https://<site>/pay?invoice=<JobNo>&total=<Balance>&customerId=<CusNo>

On this template, edit the <site> text of this link to include the address of your Hosted Payment Page. The updated link will look similar to the following:

https://uatprintreach.securepayments.cardpointe.com/pay?invoice=<JobNo>&total=<Balance>&customerId=<CusNo>

After selecting a template, an email message will appear, verify the content 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, CardConnect will send the payment data to Printer’s Plan. To automatically receive this data in Printer’s Plan, the following requirements need to be met:

• Active Printer’s Plan API (Web2Plan) solution installed (version 2020.4.22 or later).
• Valid Webhook URL configured on the CardConnect Hosted Payment Page.

To activate, or verify the version of the Printer’s Plan API, please contact the Print Reach support department at support@printreach.com or call 888-581-3100.

If you are running the Printer’s Plan API (Web2Plan) on your local server, for CardConnect to communicate back to Printer's Plan you will need to whitelist the following IP address: 72.32.214.229  and  52.201.49.40 

To configure the webhook URL, log onto your CardConnect Hosted Payment Page. Navigate to the Connect tab and select Notifications. In the Webhook URL (optional) field enter the web address of your Pinter’s Plan CardConnect listener file. (Example: https://<yourwebsite>/PlanWeb/CardConnectListener.aspx):

Note: This requires the use of an SSL certificate as well as a Domain Name.

If you are not running the Printer’s Plan API solution (Web2Plan), payments entered on the CardConnect Hosted Payment page need to be manually entered in Printer’s Plan.