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Salesforce order payment link

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StoreConnect has two different payment links you can send a customer, depending on what they are paying:

  • The order payment link — starts from an order. It pays that order’s outstanding balance. If the order is a subscription renewal order, paying it also advances the subscription (see below).
  • The subscription payment link — starts from the subscription itself. It pays whatever the subscription currently owes.

The starting point is different, but the outcome for a subscription is the same: paying a subscription’s amount owing through either link advances the subscription to its next renewal. The other differences are when the customer must be logged in, and whether a guest can use the link. Use the guide below to pick the right one.

  Order payment link Subscription payment link
Pays One order’s outstanding balance (including a subscription renewal order) An amount owing on a subscription
Advances the subscription to its next renewal date? Yes — when the order is a subscription renewal order Yes
Regular order — customer needs to log in? No — works for a logged-in customer or a guest Not applicable
Renewal order — customer needs to log in? Logged-in customers always can; guests only if guest renewal payment is enabled Yes — always
Available while the subscription is suspended or cancelled? Yes, if a renewal order already exists (but paying it does not reactivate the subscription) No

A payment link exists for every StoreConnect order and can be sent to a customer so they can pay the remaining balance of that order.

This is useful for:

  • Orders that have been modified and now have an outstanding balance.
  • Orders that were created manually in Salesforce.
  • Online orders completed with the Pay Later payment method, where you want to prompt the customer to pay by credit card.
  • POS sales where the customer pays on their own device. The POS Pay by link payment method sends this link; see Take payment with a payment link at POS.
  • Subscription renewal orders (see below).

Prerequisites

For the order payment link to work, the order must meet both of these requirements.

The order must be linked to a StoreConnect store. The order’s Store field (s_c__Store_Id__c) must be populated with a StoreConnect store — this is what makes an order “StoreConnect compatible.” Orders created through the storefront or POS are linked automatically. If you create an order manually in Salesforce, set the Store field yourself.

A payment provider must be available on the store. At least one payment provider must be configured and enabled on the same store the order is linked to, with its Channels field blank or including web. The customer uses this to pay when they open the link. A provider with Channels limited to pos is not offered on the payment page.

Regular orders — logged in or as a guest

For a normal order balance, the order payment link works whether or not the customer is logged in. You can send it to anyone and they can pay as a guest.

Let the customer pay part of the balance

To let a customer pay a deposit instead of the full amount, add a Store Variable to your store:

  1. Open the Store record in Salesforce.
  2. Go to the Store Variables related list and click New.
  3. Set the Key to pos.enable_pay_by_link_custom_amount.
  4. Set the Value to true.
  5. Save the record.

The payment page now shows an amount field. The customer can enter any amount above zero, up to the outstanding balance. They cannot pay more than the balance, so this is a way to pay less at once, not a way to pay ahead.

:::note

The key begins with pos., but it is not limited to orders taken at the register. It controls the amount field on the order payment page for every non-renewal order on that store. Renewal orders are always paid in full and are not affected by this setting.

:::

The amount the customer types is held against that order while they are paying, so it survives a page reload and a redirect out to a provider’s 3D Secure check and back. If a card is declined and they try again, the amount they entered is still there. If a payment made elsewhere reduces the balance below the amount they had entered, the field clears rather than offering an amount that can no longer be taken.

Billing address

If a payment provider on the store requires a billing address, the payment page asks the customer to enter one automatically.

Subscription renewal orders

The order payment link also works for subscription renewal orders. Whether the customer needs to log in depends on how they open the link:

  • Logged-in customers can always pay a renewal order through the order payment link. No extra configuration is needed.
  • Guests (not logged in) are blocked by default. To let a guest pay a renewal order without logging in, enable guest renewal payments on the store (steps below). Otherwise they are redirected away with an error.

Renewal orders are always paid in full — a partial or custom amount cannot be entered for a renewal order.

Paying a renewal order this way updates the subscription automatically. StoreConnect advances the subscription to its next renewal and billing date, clears any overdue status, and marks the renewal order as paid. The subscription is then ready for its next renewal, exactly as if the automatic renewal charge had succeeded. The one thing it does not change is the saved card — the card entered on the payment link is used for that single payment only and does not replace the card used for automatic future renewals.

:::warning This automatic subscription update happens when the customer pays through the payment link. It does not happen if you pay the renewal order using the Salesforce Take Payment action, which settles the order but leaves the subscription untouched. See Subscription renewal orders for how to handle that case. :::

Allow customers to pay renewal orders without logging in

By default, only logged-in customers can pay a renewal order through the link. To let a customer pay without logging in, add a Store Variable to the store:

  1. Open the Store record in Salesforce.
  2. Go to the Store Variables related list and click New.
  3. Set the Key to subscriptions.guest_renewal_payment_enabled.
  4. Set the Value to true.
  5. Save the record.

Logged-in customers can always pay renewal orders regardless of this setting.

Add the Payment Link field (s_c__Payment_Link__c) to your Order page layout so your team can copy it and pass it to customers they are communicating with.

Add this code to a classic email template, then send it automatically via a Flow or StoreConnect Transactional Email using that template:

```html

When ready to pay, you can use this URL directly: Pay Here

```

When a customer wants to pay an amount owing on a subscription from inside their account — for example a renewal that is due — direct them to their subscription on the website:

{store_url}/account/subscriptions/{subscription_id}/payment/new

Where {subscription_id} is the Salesforce ID of the Subscription__c record and {store_url} is your store’s URL.

The customer must be logged in to their store account to use this page. There is no guest version of the subscription payment link — if you need an unauthenticated option for a renewal, use the order payment link with guest renewal payment enabled (above).

To include this link in a Salesforce email template, use:

```html

Pay subscription ```

Payment of suspended or cancelled subscriptions

The subscription payment link is not available while a subscription is suspended or cancelled — the pay option is hidden in these states. If an outstanding renewal order exists, the customer can still pay it through the order payment link above, but paying it does not by itself reactivate a suspended subscription. To resume normal billing, the subscription must be returned to an active state. See Subscription renewal orders for how renewals and subscription status work.

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