The client will automatically receive an email notification about the invoice.
The client can download the attached PDF invoice, or click on the estimate link (see the link provided in the email).
Upon clicking, the client can see the invoice generated by the system.
The client can perform the payment on the invoice.
Click in the Pay Now drop-down button, to see payment options
Pay Using Payment Gateway
Different payment gateway will display its own field. Example below is the pop-up display generated from Stripe payment gateway.
Once the information filled up, user then will redirect to the account / bank card details/
Upon complete the payment, the invoice status will automatically change its status from UNPAID to PAID invoice.
The client will receive another email notification on the payment status (as PAID).
Pay using Manual Payment
The client can have an option to pay manually (in case they prefer not to pay with the payment gateway). It can be done by clicking on the Manual Payment selection.
Doing so, the company must update the settings in Settings > Payment Credentials > Offline Payment Method.
Once clicking on the Manual Payment selection, the client can see the details of payment instruction.
The client is compulsory to upload the proof of payment slip and enter the description.
Once done, the client can click on the Save button.
Business user can review first the payment made for an approval.
Review Manual Payment
Business user will then require to review the payment by view the Invoice module.
The invoice status column is “Review”
click on the gear icon OR click on the invoice to start review for verification.
View the Invoice
Click on the Verify button
See the pop-up for next action
Choose which actions to be taken;
By clicking on the View File, allow the user to view the proof of payment uploaded.
By clicking on the Verify, allow the user to accept the payment being done. User can see there is a pop-up notification appear;
You will not be able to recover once verified this request
Once verify and accept the payment, the invoice status will automatically change its status from UNPAID to PAID invoice.
The client will receive another email notification on the offline payment is verified.