If a PDF invoice does not contain a Pay Now button or QR code, it's likely due to one of the following reasons:
- The PDF is of a draft version of the invoice. Finalise the invoice to generate the Pay Now button or QR code.
- The setting to disable the Pay button and QR code is ticked in the Matter's Settings.
- While you can add multiple debtors to the invoice, the payment link will only appear if there is one debtor listed on the invoice.
- The matter is in a different State than the trust account that is connected to Stripe.
- For example, your firm's NSW trust account is connected to Stripe, but the matter you are sending the invoice from is a VIC matter.
- Navigate to Firm Settings > Accounts > Trust Account & CMA Settings to ensure the correct state has been selected in the trust account.
- For example, your firm's NSW trust account is connected to Stripe, but the matter you are sending the invoice from is a VIC matter.
- The wrong trust account is connected to Stripe or Smokeball Payments. To check which account is connected:
- If using Stripe: Log into Stripe and navigate to Settings > External payout accounts and scheduling. The last 4 digits of the account number will be displayed there.
- If using Smokeball Payments: Select the Settings (gear) icon on the bottom-left corner of the triConvey Companion Site Web App and select Smokeball Payments. This opens the Smokeball Payments Dashboard. Then, navigate to Settings > Bank accounts.
- If using Stripe: Log into Stripe and navigate to Settings > External payout accounts and scheduling. The last 4 digits of the account number will be displayed there.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article