Public payment link

Public payment link

Share a public invoice link with the customer – either as a simple invoice view or as a payment page with card payment via Stripe.

TABLE OF CONTENTS

• Payment link
• Introduction and the difference between the two solutions
• How to use the payment link from A to Z
  • Without Stripe: public invoice view
  • With Stripe: payment page with card payment
  • Create and share the correct link
  • What happens after payment?
  • Setting up the feature
  • Permissions and access
• Troubleshooting and common errors

Introduction and the difference between the two solutions

The payment link in Telaris can be used in two different ways, and it is important to distinguish between them:

1. Without Stripe: The link works as a public invoice view. The customer can see the invoice as a PDF, as well as the KID number and bank account number, but can not pay by card on the page.

2. With Stripe: The link works as a payment page. The customer can still see the invoice, KID and bank account number, but also gets the option to pay the invoice directly by card. The payment is automatically registered in Telaris.

In other words: without Stripe this is a public invoice view. With Stripe it becomes an actual payment solution with online card payment.

Both variants use a public link to the invoice, but only the Stripe variant gives the customer a full payment experience directly on the page.

NOTE: The service for a public link with invoice and card payment requires activation by Telaris. Contact Telaris support for activation.

Tip: If the goal is faster payment and minimal friction for the customer, Stripe must be set up. Without Stripe, the link only works as a simple public view of the invoice.

How to use the payment link from A to Z

Below you can see how the feature is used in practice, and what the difference is for the customer depending on whether Stripe is set up or not.

The payment link is tied to an invoice in Telaris. The invoice must be created before you can share the link with the customer.

Without Stripe: public invoice view

When public invoice is activated but Stripe is not set up, the customer can still open a public link to the invoice.

Then the customer can see:

• The invoice as a PDF
• Invoice number
• Amount
• KID number
• Bank account number
  
  

This solution lets the customer retrieve the payment information and pay via online banking themselves, but the payment then happens outside Telaris's payment page.

This also means that the payment is not automatically registered as a card payment in Telaris. Follow-up of the payment then happens in the usual way, for example via bank import or manual registration.

NOTE: Without Stripe, this is not an online payment solution. The customer can only see the invoice and use the payment information to pay manually via online banking.

With Stripe: payment page with card payment

When Stripe is activated in addition to public invoice, the link becomes an actual payment page.

Then the customer can still see all the usual invoice information, but also gets a button for Pay by card.

The customer can then:

• See the invoice as a PDF
• See the KID number and bank account number
• Pay the invoice directly by payment card
• Get immediate confirmation that the payment has been completed
  
  

The card payment is processed by Stripe and automatically registered in Telaris. The invoice balance is updated, and the invoice is set to paid or partially paid depending on what has been received.

NOTE: It is only when Stripe is configured that the payment link actually becomes a card payment solution. Without Stripe, the same page will only work as a public invoice view.

Create and share the correct link

1. Create the invoice as normal in Telaris.

2. Open the invoice and find the button Public link.

3. Click the button to copy the link.

4. Share the link with the customer via email, SMS or another channel.

The link copied from the interface is by default a view link from a dropdown menu
It points to:

/pub/invoice/view/

This is used for public viewing of the invoice.

If the customer should be able to pay by card, you must select the payment option

/pub/invoice/pay/

The payment link with /pay/ only provides full payment functionality if Stripe is activated. If Stripe is not set up, the customer will not get card payment even if you use the payment link.

NOTE: The "Public link" button does not automatically copy the payment link. You must manually change /view/ to /pay/ if the customer is to be directed to the payment page.

What happens after payment?

This point only applies when Stripe is set up and the customer actually pays by card on the page.

Then the following happens automatically in Telaris:

• A Stripe payment is registered on the invoice
• The invoice balance is updated
• The invoice is set to Paid if the entire balance is covered
• The invoice is set to Partially paid if there is still an outstanding amount
• A prepayment is registered against the associated order
  
  

If the customer instead pays via online banking using the KID and bank account number, this automatic registration does not happen through the Stripe payment page.

Tip: A Stripe payment is registered immediately, while a regular bank payment normally has to be followed up separately and often takes 1–3 banking days.

Setting up the feature

To use the public invoice link, the public invoice feature must be activated. To also use card payment, Stripe must also be set up.

Step 1: Activate public invoice

Contact Telaris support for activation

NOTE: Public invoice and Stripe are not the same. Public invoice makes the link available. Stripe adds the actual card payment.

Permissions and access

All users who have access to edit invoices can view and copy the public link on the invoice. The button is only shown when the feature is activated in the system settings.

No login is required for the customer. The link is publicly available to whoever has it, but is secured with a unique signature linked to the invoice.

The link expires automatically after 16 months.

NOTE: Access to the link is based on the URL itself. Therefore only share the link with the correct recipients.

Troubleshooting and common errors

Customer sees "Invoice not found"

Check that the link is correct, has a valid signature and is not older than 16 months.

Customer sees the invoice but no button for card payment

Then the solution works as a public invoice view but not as a Stripe payment. Check that the Stripe integration is activated and that the keys are entered correctly.

The customer received the wrong type of link

If the customer has received a link with /pub/invoice/view/, they will go to the view page. If the customer should be able to pay by card, you must use /pub/invoice/pay/.

The payment fails

The card may have been declined by Stripe, or the Stripe keys may be misconfigured. 

Important limitations

Without Stripe there is no card payment on the page.

With Stripe, only card payment is currently supported.

Email templates do not insert the payment link automatically.

The customer cannot choose a partial amount to pay on the payment page.

Payment via online banking is not automatically registered as a Stripe payment in Telaris.

Guidance: Accounting export
Stripe payments from the payment link are included in the export to accounting systems such as Tripletex, Visma and other supported systems.