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"

1. 8A.To share your invoice link, you can choose this icon to quickly share the link via other apps

1. 8B.Select the app

1. 8C.Or you can copy the invoice link and paste

1. 8D.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.