Step 1: Generate Payment Link in Customer's Invoices
If your account is already integrated with Moneris, you will see a 'Generate Payment Link' option when creating a customer invoice in EMERGE.
Click '+ Generate Payment Link' to create the payment link.
Step 2: Send the Invoice to Customer
After you click '+ Generate Payment Link,' a payment link will be automatically created.
When you send the invoice to the customer, they can click the link to go to the Moneris payment gateway and complete the payment.
Step 3: Update Payment Status
After the customer pays the invoice through the Moneris gateway, you will receive a Success signal from Moneris.
Click Received to update the payment status of the customer invoice in EMERGE to PAID.
The system will then update the payment link UI to PAID SUCCESSFULLY and prevent any further payments.
Note:
If you delete the receipt inside the Customer Invoice in EMERGE, the payment status will change to UNPAID. However, the payment link UI will still show PAID SUCCESSFULLY (these two statuses work separately).
Look up: Moneris integration | How to integrate with your Moneris account in EMERGE