How to Generate an Invoice Link

How to Generate & Share an Invoice Link

1- Go to your store and select "Collect"on the bottom bar

2- Press "Create New"

3- Enter the amount and press "Next"

4- If you account has enabled pre-authorization payment acceptance. You can generate an online pre-auth invoice other than a sales invoice. Please confirm that for Pre-auth Invooce Link, additional charge will not be applicable.

5- You can select an existing payer from your list or press the icon on the top right to create new payer

6- You can Create New Payer by filling below

7- You can add additional information and press "Generate an Invoice Link"

8.A- To share your invoice link, you can choose this icon to quickly share the link via other apps

8.A.1- Select the app

8.B.- Or you can copy the invoice link and paste

8.B.1- Your invoice successfully copied!

How to Send Invoice via Email

1- Once you have created a invoice, click "Send Email"at the bottom.

2- Fill out or confirm all the email address that need to receive the invoice, and "Send Email"

3- Congratulations! Your invoice link has been sent!

How your Customer Can Pay the Invoice Link

1- You customer can click the link or open the email and press "Pay Invoice"

2- They can select the method and process the payment

3- Payment Success!

How to Check the Payment

1- You can go back to "Collect"page and scroll down to see the Transactions in Latest Transactions

2- Choose the transaction to see the details

3- By clicking the "...", you can choose to "Void/Refund Payment"or "Share PDF Invoice

4- If the transaction is a pre-authorized payment, you can collect the final capturing amount from the page

5- Enter the amount you would like to capture the customer for this transaction

6- Confirm the final amount to proceed, please understand that you can only capture this transaction once

7- The transaction would update "Pre-auth Completed"as its payment type instead. You have now collected the payment. You can void/refund the transaction just as a sales payment.