Need help installing your new integration from the market place? Check out this article!
If you use Mollie for online payments, connecting it with Tribe CRM saves time and reduces manual entry errors. This integration allows payments to be processed automatically, ensuring your invoice statuses are always up to date. By following this guide, you will learn how to activate the Mollie connection, add a payment link to invoice emails, and manage the integration efficiently. After completing these steps, your customers can pay invoices directly online, and payments will update automatically in Tribe CRM.
Table of Contents
What Does the Mollie Integration Do?
How Do I Activate the Integration?
How Do I Add a Payment Link to an Invoice Email?
How Do I Deactivate the Integration?
What Does the Mollie Integration Do?
The Mollie integration has two main functions:
Adding a payment link to invoice emails.
Processing online payments automatically.
After activating the integration, you can include a payment link in your standard invoice email template. This allows customers to pay invoices online. When a payment is made, the invoice status in Tribe CRM is automatically updated to “Paid.”
Invoice status updates are linked to a unique ID that is automatically assigned to each invoice when sending the email. This ID is also included in the payment link.
How Do I Activate the Integration?
Open the Marketplace in the top right corner of your screen.
Go to the Financial tab and select Mollie.
Click Activate to start the integration.
In the pop-up window, enter your Mollie username and password, then select the correct profile.
Click Save to complete activation.
Note: Tribe CRM requires access to:
Create new payments, so a payment link can be generated for invoices.
View your profiles, to select which profile (website) is used for payments.
View payments, to process them automatically.
How Do I Add a Payment Link to an Invoice Email?
Template
After activating the integration, you can add a payment link to your standard invoice email template:
Open Configuration.
Navigate to Invoicing > Invoice Templates.
Select the email template you want to edit.
Click inside a text block to insert the link: Add Field > Invoice > Payment Link. Changes are saved automatically.
Did you know? This link can be used in both standard invoice templates and reminder templates.
Sending the Invoice
The steps to send an invoice remain the same as usual. To send an invoice with the Mollie payment link, simply select the correct email template containing the payment link. When the email is sent, the link is converted into a unique payment link for that specific invoice. Once the payment is completed, the invoice is automatically updated in Tribe CRM.
How Do I Deactivate the Integration?
Go to the Marketplace and select Mollie.
Click Deactivate.
Note: Deactivating the integration stops Tribe CRM from connecting to your Mollie profile. Payment links will no longer be generated. Remember to update your invoice email templates by removing the payment link to prevent broken links.
Quick Summary
The Mollie integration in Tribe CRM allows invoices to include online payment links and automatically updates invoice statuses once payments are completed. You now know how to activate the integration, add payment links to email templates, and deactivate the integration when needed. This ensures invoices are processed accurately and efficiently with minimal manual work.