Remove multiple steps for "Pay now" button

[mrkylegp]

v5.8.51-W157

When the client clicks the link to view the invoice via email and it opens up the client portal, there is a pay now button.

If you click this pay now button, it then proceeds to another page with another pay now button, resulting in two pay now buttons.

Almost all of my clients are getting confused by this.

My suggestion is to have the first visible pay now button show the drop down options, rather than just proceed to another page with a pay now button for a second time. If not that, some other improvement needs to be made here so that it's less confusing and repetitive for the clients.

[turbo124]

There are dedicated payment links which skip the double payment pages

If you use the variable $payment_button this link will skip the Payment Method selector.

The reason we have the double step is for when the client needs to choose which payment method they wish to use.

There are also a variety of other cases that need to be handled:

1. Signatures
2. Terms
3. Minimum / Maximum payment amounts
4. Gateway fee calculations

I do agree that having the least amount of friction getting the client to the payment form is the best experience. So we do have that direct option. However if your requirements are more complex, this is where the double page becomes necessary.

[mrkylegp]

@turbo124 in my case I want to have the payment selector "Pay now" button be the first and only button presented, with a preview of the invoice. Basically the button that is on the second page with the drop down for payment selection, have that on the first page with the dollar amount summary at the top and an invoice preview below that. It can all fit and work on one page in my opinion. I might try to do a mock up later of my interpretation of how it might work. I'll see how the "$payment_button" variable works tomorrow.

Another idea would be to have the pay now button with drop down for payment selection, and once selected, proceed to the second page with the dollar amount summary then have the button be a "Continue" button. The whole "pay now" appearing twice is a complaint I've had from more than a dozen clients now.

[turbo124]

Screencast.from.28-04-24.09.31.24.webm

I think the pay now link has the least amount of friction. I do agree thou that having some different options for the payment flow would be nice.

[mrkylegp]

@turbo124 Just tried the $payment_button and unfortunately this will not work for me as it defaults to credit card. I specifically need the client to see all the options available to them in that drop down (or some alternative), particularly the PayID/Bank transfer instructions available as a payment method as this is what most clients decide to use.

If the payment button proceeded to the page shown here, this would be ideal as the client would be instantly be shown the amount and a single instance of the Pay now button with drop down options: