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Turn on your payment page

Create a custom payment page to add to your website or business emails to start collecting payments.

Summary of Essential Steps

What you need to know before you begin

The payment page does not calculate tax.

  • You must let your customer know to select Taxable Payment Amount as they will need to enter the correct subtotal and tax amounts on the form.
  • To prevent errors, consider creating a custom payment link that is pre-filled for your customer and locks down fields like pricing, tax, notes, and invoice ID.

Payments made through a payment page are not tied to projects and invoices. If a customer uses your payment page instead of clicking the link in the invoice to pay, you will need to manually update Project 2 Payment. See Record cash/check/other payments for the steps.

Decide what fields to display to customers

There are two custom fields on your payment page: Invoice Number and Notes.

Invoice Number is a plain text field with no lookup functionality and it will not validate any invoice details. However, collecting the invoice number on the payment will make it easier for you to manually update the invoice status to paid.

  • If you select Off, the field will not appear on your page.
  • If you select Optional, your customer can enter the invoice number they are paying or leave it blank.
  • If you select Required, your customer must enter something in that field to submit a payment.

Notes is a long description textbox that allows your customer to add a detailed note. If there is additional information that would help you apply the payment correctly in Project 2 Payment, you can mark the field as required and ask customers to enter that information in the Notes field.

  • If you select Off, the field will not appear on your page.
  • If you select Optional, the customer can leave the field blank and still submit a payment.
  • If you select Required, the customer must add something to that field to submit a payment.

Enable your payment page

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Settings.
  3. Click on Payment Page.
  4. Change the toggle to On. This will reveal your Payment Page URL.
  5. Select an option for the Invoice Number field - Off, Optional, or Required.  
  6. Select an option for the Notes field - Off, Optional, or Required.
  7. Click Save.

Turning the page on and off does not change the URL. However, customers will not be able to access the page when it is Off in Settings. If the page is off in settings and your customer clicks the link, your customer will see the message "This page is disabled. Please contact [company name] for more information."

Add the page to your website or put links in emails

  1. Go back to your payment page settings and locate the Payment Page URL.
  2. Click the Copy icon to copy the link.
  3. Add a new page to your website and link it to your URL. If you are using a web designer to update your website, send them the URL.

A great way to enhance the user experience is to use a slide out presentation for the new page. If that interests you, please reach out to support@project2payment.com and request a copy of the slide out script.

If you are emailing a customer and you need to collect a payment without creating an invoice, simply include the link in your email. They will be able to submit a payment online in minutes.