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.