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      Adding Pay Now links to Custom Forms

      For Custom Forms, we now have 2 new additional settings - “Add Proposal Pay Links“ and “Add Invoice Pay Links“:

      Note: The steps to add the link to DOCX template (provided screenshots are from MacOS Word)


      Step 1.       Create a hyperlink, Text to Display: any (like “Pay Now“), Address: https://client.studiodesigner.com


      Step 2.       Press “Alt-F9“ to see the hyperlink field code:


      Step 3.       Select “https://client.studiodesigner.com“ text and remove it:


      Step 4.       Insert MergeField “invoice_pay_link“ (Invoice Link) or “proposal_pay_link“ (Proposal Link) between the quotation marks:


      Step 5.       Move “\* MERGEFORMAT“ to the Hyperlink field and add quotation marks to your mergefield name:


      Step 6.       Click between the } and \ and go to INSERT > Bookmark, give it a name and click “Add”. This prevents Word from replacing the mergefield with a static hyperlink:


      Step 7.       Save your template and upload the form.