{"id":15592,"date":"2025-01-09T11:35:49","date_gmt":"2025-01-09T09:35:49","guid":{"rendered":"https:\/\/support.simplbooks.lt\/?post_type=ht_kb&#038;p=15592"},"modified":"2025-01-09T11:58:28","modified_gmt":"2025-01-09T09:58:28","slug":"montonio-payment-link","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/montonio-payment-link\/","title":{"rendered":"Montonio payment link"},"content":{"rendered":"\n<p>Activating the Montonio payment link enables you to include a payment link in invoices sent to clients via email. By clicking the link, clients can quickly and conveniently pay the invoice, as the payment details are already pre-filled.<br><br>SimplBooks does not charge any additional fees for the integration. You can review Montonio&#8217;s pricing plans on their&nbsp;<a href=\"https:\/\/montonio.com\/packages-and-pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\">website<\/a>.<br><br>Before adding the integration in SimplBooks, you need to create a&nbsp;<a href=\"https:\/\/montonio.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Montonio&nbsp;<\/strong><\/a>account. In the Montonio environment, you must activate&nbsp;<a href=\"https:\/\/help.montonio.com\/en\/articles\/167838-how-to-create-payment-links-in-the-partner-system#h_bfa079251a\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Payment links<\/strong><\/a>&nbsp;(under the &#8220;<strong>Stores<\/strong>&#8221; menu option).<br>The next step is to obtain the API keys required to add the integration to SimplBooks:&nbsp;<strong>Stores -&gt; API Keys -&gt;&nbsp;<a href=\"https:\/\/help.montonio.com\/en\/articles\/79609-how-to-find-live-api-keys-for-integration\" target=\"_blank\" rel=\"noreferrer noopener\">View API Keys<\/a><\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/01_montonio_eng.png\"><img decoding=\"async\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/01_montonio_eng.png\" alt=\"\" class=\"wp-image-28309\"\/><\/a><\/figure><\/div>\n\n\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> In the SimplBooks environment, go to&nbsp;<strong>Settings -&gt; Integrations -&gt; Montonio<\/strong>&nbsp;and click the&nbsp;<strong>Activate<\/strong>&nbsp;button.<\/p>\n\n\n\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> Enter the API keys obtained from the Montonio environment and select&nbsp;<strong>Activate<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/02_montonio_eng-1.png\"><img decoding=\"async\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/02_montonio_eng-1.png\" alt=\"\" class=\"wp-image-28331\"\/><\/a><\/figure><\/div>\n\n\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> Updating the email template: go to&nbsp;<strong>Settings -&gt; Environment Settings -&gt; Mail templates<\/strong>. After activating Montonio, details about the corresponding variables have been added. Choose whether to use a simple link (%ML) or a button (%MB) in the email.&nbsp; Add your preferred option to the appropriate location in the template, along with any additional text, and save changes.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/04_Montonio.png\"><img decoding=\"async\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/04_Montonio.png\" alt=\"\" class=\"wp-image-28317\"\/><\/a><\/figure>\n\n\n\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> In the top right corner, there is a button labeled&nbsp;<strong>&#8220;Send test email&#8221;<\/strong>. By clicking it, you can send a test email to your own inbox to see how the email will appear to the client.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/05_Montonio.png\"><img decoding=\"async\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/01\/05_Montonio.png\" alt=\"\" class=\"wp-image-28320\"\/><\/a><\/figure>\n\n\n\n<p>If you use multiple different templates for sending invoices and want to include payment links in all of them, you need to make updates to all templates individually.<\/p>\n\n\n\n<p><em>If you have any additional questions, write to us at\u00a0<a href=\"mailto:support@simplbooks.lt\">support@simplbooks.lt<\/a><br>For any questions regarding the Montonio environment, please contact their customer support.<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"author":427,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[173,183],"ht_kb_tag":[565,564],"class_list":["post-15592","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-operations","ht_kb_category-settings","ht_kb_tag-montonio","ht_kb_tag-payment-link"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/15592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/users\/427"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/comments?post=15592"}],"version-history":[{"count":1,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/15592\/revisions"}],"predecessor-version":[{"id":15593,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/15592\/revisions\/15593"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/media?parent=15592"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_category?post=15592"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=15592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}