Before You Begin
Determine if your instance has Finpay integration enabled
Have access to your CRM's workflow settings
Ensure you have administrator permissions to configure automations
Method 1: Automated Invoice + Pay Now (Finpay Required)
If your instance has Finpay integrated, you can use the automated 'Invoice + Pay Now' functionality directly through workflows.
Steps for Finpay Instances
Navigate to your workflow settings in the CRM
Set up your transaction reminder trigger conditions
Configure the automated invoice action with the pay button
Test the workflow to ensure proper functionality
✅ Best Practice: This method provides the most seamless payment experience for customers with integrated payment processing.
Method 2: Workflow Emails with Customer Portal Link (Default Instances)
For instance, without Finpay integration, use workflow emails with transaction tokens and Customer Portal links as an effective workaround.
Steps for Non-Finpay Instances
Create a new workflow email in your automation settings
Configure transaction tokens in the email template:
Charge type
Due date
Amount
Include a direct link to the Customer Portal in the email body
Set up your trigger conditions for when reminders should be sent
Test the workflow by sending a sample email
Customer Portal Benefits
The Customer Portal allows customers to:
View their current balance securely
Access payment options
Process payments through the integrated payment system
Review transaction history
Verification / Expected Result
Finpay Instances: Customers receive automated emails with embedded invoice and pay button functionality.
Non-Finpay Instances: Customers receive workflow emails containing transaction details and a secure link to the Customer Portal, where they can view balances and make payments.
Troubleshooting / Common Errors
Workflow not triggering: Verify that your trigger conditions match the actual data in customer records and that the workflow is set to active.
Missing transaction tokens: Ensure all required fields (charge type, due date, amount) are populated on the customer records before the workflow runs.
Customer Portal link not working: Confirm that the Customer Portal is enabled in your CRM settings and that the link format is correct.
⚠️ Note: If you're unsure whether your instance has Finpay integration, contact your system administrator or Dazos Support for confirmation.
Related Resources
Troubleshooting Workflow Automation not Working (CRM)
How to Set Up Payment Gateway Integration (CRM)
Customer Portal configuration guides