How can I generate a Recurly payment link using Salesforce?

This article explains how to generate a Recurly payment link from within Salesforce—both via built-in actions on the Recurly Account record and by manually constructing the URL when needed (for example, to collect payment after a failed transaction).

Requirements

• Recurly for Salesforce package installed and configured.
• Access to the Salesforce Recurly Account record that includes the Hosted Login Token.
• The target Recurly invoice number you wish to collect payment for.

Generate a Payment Link in Salesforce

You can trigger the payment-link workflow directly from the Salesforce Recurly Account record using one of two UI elements provided by the package:

1. Button — Sends an email to the account’s email address containing the link to update payment.
2. Link — Performs the same action as the button; behavior may depend on your org’s template configuration.

Construct the URL Manually

When you need the URL itself (eg. to paste into a custom email) you can build it using fields available on the Recurly Account and the target invoice number:

# Replace the bracketed values with your own
https://<subdomain>.recurly.com/account/invoices/<Invoice_Number>?ht=<Hosted_Login_Token>

Inputs

Examples

Manual Construction

# Example (values redacted)
https://zbdev.recurly.com/account/invoices/INV-001234?ht=HOSTED_LOGIN_TOKEN_VALUE

Copying into an Email

Subject: Action Required — Complete Your Payment

Hello <First Name>,

Please use the secure link below to complete payment for invoice <Invoice_Number>:
https://<subdomain>.recurly.com/account/invoices/<Invoice_Number>?ht=<Hosted_Login_Token>

If you have any questions, reply to this email and we’ll be happy to help.

Thank you,
<Your Company> Billing Team

Best Practices

• Prefer the built-in Salesforce button/link to ensure the recipient address matches the Recurly Account email.
• Store the Hosted Login Token securely; treat it as a secret tied to customer access.
• Validate that the invoice is open and payable before sharing the link.
• Consider creating a Salesforce Email Template that accepts Invoice_Number and merges the constructed URL.

Troubleshooting

• Wrong email template is sent: Update the Salesforce email action to point to the Recurly payment template, or bypass by manually constructing and sending the URL.
• Recipient cannot access the invoice: Verify the Hosted Login Token on the account record and confirm the invoice number is correct.
• No button/link visible: Ensure the Recurly for Salesforce package components are on the Recurly Account page layout and that the user profile has access.

Resources

• Docs — Utilizing Automatic Payment Link in Salesforce Opportunities
• Recurly Documentation Home