1. To begin with, you need to sign a LinkPay contract in your bank. EveryPay’s partner banks are LHV Bank, SEB Bank, and Swedbank. You can find more information here: Start accepting payments.
2. The bank sends the contract to EveryPay, where access to the Merchant Portal is granted to the user.
3. Initially, you gain access to the test environment, where you need to complete at least one successful test payment.
4. In the Merchant Portal you need to create a payment link according to the guideread here about generating the payment link.

Clients of the following banks can use the payment link for payment:

Once you have gained access to the Merchant Portal, navigate to LinkPay -> Links. In this section, generate a payment link and add its details to the integration settings in SimplBooks.

1. Set the name for the link
2. The “Link expires” field may be left empty
3. For the fields “Transaction amount,” “Invoice number,” and “Customer name,” also check the boxes for “URL editable”.

Once the link is saved, you will see the link token, which you need to add to the integration settings in SimplBooks.

In the Settings -> Integrations menu, there is an option to select EveryPay.

By clicking the Activate button, a settings view will open where you can enter the API username, API key and payment link token obtained from the Merchant Portal.

Updating the email template: go to Settings -> Environment Settings -> Mail templates. After activating EveryPay, details about the corresponding variables have been added. Choose whether to use a simple link (%ML) or a button (%MB) in the email. Add your preferred option to the appropriate location in the template, along with any additional text, and save changes.

In the top right corner, there is a button labeled “Send test email”. By clicking it, you can send a test email to your own inbox to see how the email will appear to the client.

If you use multiple different templates for sending invoices and want to include payment links in all of them, you need to make updates to all templates individually.