Invoice Payment

Invoices generated in the sales process can either be payed automatically or manually.

If a customer has available payment methods, and also has a default payment method selected, and has the auto-payment option enabled, and platform settings are set to automatically approve sale invoices, then generated invoices are automatically paid through the default payment method.

However, in case auto payment fails, or if the customer does not fulfill criterion for auto payments, or platform settings disallow automatic approval, the invoice will have to be paid manually. To manually pay an invoice, the invoice must first be approved. Once approved, the invoice can be payed by following the steps below:

Step 1 - Open an invoice's payment form

Head to the Sales Page via links available on the Left Navigation Bar and then click on the Invoices Tab.

The Invoices Tab displays a table with a list of Unpaid Invoices by default. Right clicking on a row opens up the table's action menu. For unpaid invoices, the action menu displays a Pay Invoice option.

Clicking this option will open up the Invoice Payment Form on a popup.

Alternately, clicking on an invoice row opens up the Invoice Popup.

Click the Invoice Payment button to open the Invoice Payment Form.

Step 2 - Pay Using A Payment Method

The Invoice Payment Form offers three different methods for payment

Pay With A Saved Card

If the customer has a saved card available and wishes to pay via card, select this option. Choosing this option will display the customer's available cards on the form. If no card is available, user can add a card for the customer on the go via the same form.

Select a card from the list of customer's available cards and click submit to pay via selected card.

Pay using ACH

Pay Externally

If payments were received externally, user can choose to mark the invoice as paid via external means. Selecting this option will display a textbox for payment description to the user. Enter a payment description and click submit to mark the invoice as paid externally

Once an invoice is paid, the invoice will automatically be marked as paid, and any autonomous events waiting on invoice payment will be triggered automatically.