Collect Payments via Nue Payment Links

nue integrates with stripe to offer two approaches to collecting payments stripe invoicing and nue payment links while stripe invoicing enables invoice management and collections within stripe, nue payment links provide an alternative path powered by stripe payments allowing end to end invoice generation, delivery, and payment processing directly within nue overview with nue payment links , you can automatically generate a hosted payment page via stripe when an invoice is activated send payment links to customers via email or embed them in custom salesforce flows track payments, refunds, and credit applications all within nue configure stripe integration please configure stripe integration by following steps in stripe integration setup docid 1kqyrvtbjmzvypqqcfdid under "collection preferences", select the option use nue collections and stripe payments for payment collection key scenarios generate nue payment links when an invoice is activated in nue, the system automatically generates a unique nue payment link that encapsulates both the invoice pdf and a stripe hosted payment interface this link is stored in the payment hosted url field on the invoice object, which holds the stripe hosted payment page url alongside it, the invoice pdf field contains a direct link to the invoice document itself these are two distinct url fields on the invoice object one for the hosted payment experience, and one for accessing the pdf version of the invoice once the payment link is generated, nue sends an email containing the link to the email recipients on the customer, and the first available recipient in the following order of priority the bill to contact specified on the invoice, the order primary contact listed on the account the email includes a prominent “pay now” button, enabling the recipient to access the hosted payment page and complete the transaction securely process payments and confirm status when an invoice is activated in nue, stripe automatically charges the default payment method on file, such as a credit card or ach account if no default method exists, a payment link is emailed to the customer the hosted payment page allows the customer to complete the payment and optionally save their method for future use on successful payment, the invoice balance in nue is updated and a receipt is sent to the customer if the payment fails, the system either notifies the customer directly (for automatic charges, please refer to stripe integration setup for more details) or alerts the finance ops team (for manual attempts), with the error reflected in the nue ui manage recurring payments when customers pay invoices using nue payment links, they have the option to save their current payment method for future use if the payment method is set to "automatically pay invoices," recurring payments will be initiated once a new invoice is activated customer default payment method customers can have a default payment method if the subscriptions do not include specific payment methods, the default payment method will be charged automatically when an invoice is billed subscription default payment method recurring invoices tied to active subscriptions are automatically charged through the customer’s saved default payment methods each subscription can have a different payment method, providing flexible payment options if an invoice includes multiple subscriptions, nue charges each with its associated payment method if any subscriptions and customers lack a payment method, those amounts remain unpaid and trigger the system to send a payment link negative line items resulting from subscription changes are auto applied as credits against the total due expire and regenerate payment links the expiration policy for payment links (immediate or after a set number of days) can be configured by your administrator; existing links retain the policy active when they were generated links accessed directly from within the nue application remain valid indefinitely and do not expire expire immediately after first access payment links sent via email are single use and expire after the first visit expire after x days after x days (e g , 30 days), the payment link will expire if a customer accesses an expired link and the invoice is still unpaid, the system displays an expiration notice and automatically emails a refreshed link links accessed from the nue or salesforce ui remain valid indefinitely finance ops users can always regenerate new payment links for unpaid invoices in the platform and resend them as needed, ensuring continued access to the payment experience each regenerated link is delivered to the email recipients manage and sync payment methods successful payments via the hosted checkout page result in stripe creating a payment method, which nue mirrors by creating a record that includes the method id, type, and nickname these payment methods are visible in the lifecycle manager overview docid 5ssag0lkcdwbdhypx0wn and can be saved for future use supported methods include credit cards and ach, with ach enabled via stripe financial connections the saved payment method can be designated as the default for all future subscription invoices, either by the customer or by the support team process non electronic payments offline payments such as wire transfers or checks can be manually recorded in the nue collection ui when a finance user marks an invoice as paid using a non electronic method, nue creates a payment application with the method set to “non electronic” and source marked as “nue,” updating the invoice accordingly process refunds refunds for paid invoices can be initiated from the nue collection ui the platform communicates with stripe to process the refund directly back to the original payment method nue then updates its records and invoice balances to reflect the refunded status, maintaining synchronization with stripe apply or unapply credit memos credit memos can be applied or unapplied within the nue collection ui to adjust invoice balances applying a credit memo results in a corresponding credit note being created in stripe if a credit memo is unapplied, nue voids the associated credit note in stripe, keeping the financial records consistent across platforms issue late fees (debit memos) late fees for overdue invoices are handled by creating debit memos in the nue collection ui these memos are transferred to stripe and reflected on the hosted payment page as part of the total due this ensures that customers see and pay both the original invoice balance and any associated late fees cancel paid invoices paid invoices can be canceled in the nue collection ui, triggering a series of automatic operations the system refunds all payments, unapplies credits, cancels related debit memos, and updates the invoice status to “canceled ” the payment status is also updated to reflect the refunded state, maintaining accuracy in financial reporting write off uncollectible invoices invoices deemed uncollectible can be written off by finance users in the nue collection ui this action generates a credit memo to offset the remaining balance, effectively bringing the invoice balance to zero and closing it out from a financial perspective resolve “in processing” invoice status in rare cases, an invoice may display a status of “in processing,” indicating a blocked or delayed payment finance users should first confirm the payment status in stripe if the payment was successful but not reflected in nue, they should contact nue support to manually reconcile the transaction and update the invoice accordingly 🎥 watch a demo you can view a step by step walkthrough video below