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Electronic Invoicing

Electronic Invoicing enables merchants to invoice customers via e-mail and allows customers to make payments by following an embedded link. Invoices are generated with line-by-line detailed information and automatically converted to PDFs that are attached and sent to the customer’s e-mail address.

The Electronic Invoicing and Billing service provides Business Owners a way to Create invoices, easily send them to Customers via email, and provide an easy to use and secure way for those customers to pay via Credit Card or Electronic Check.

When a Merchant sends out an invoice, the Customer or Client will receive an email with a easy to read PDF that includes the contents of the invoice, as well as a secure link to pay against the particluar invoice. The e-link will direct the customer to our Hosted Secured Payment Page,where they can enter a credit card or bank account to pay their bill.

Prerequisites

In order to utilize Invoicing via the Virtual Terminal the merchant will need the following:

  • The email address of the customer.
  • The amount to charge the customer.

 

How to use Electronic Invoicing

  1. Click on Add Invoice under Invoice
  2. Enter the presented details as required such as Amount, Product Information, invoice Terms, Customer Billing/Shipping Information, and custom fields.- The minimum fields to enter will be the Amount, and the Email, as the invoice will be sent via email to the Customer.

    - The Products table can be used to add up products or services and auto-fill the total amount using the Click to set link.

  3. Once the Invoice is created, the customer will receive an email with the following:- A PDF outlining the bill. They can save the PDF or print it as they see fit.

    -  A Link to Pay the amount. Depending on the payment method the Merchant has access to, or has allowed them to pay by, they will enter their payment details and process the payment on their own. When this happens, the Invoice will be marked paid, and the Merchant will be funded as usual after settlement.

Simple and Intuitive

Manage Your Resources Wisely

Streamline the billing process by reducing the time it takes to manage the paperwork and get paid

Real-Time Invoice Creation

Encourage your customer's to pay quickly and efficiently with real time invoice creating and delivery.

Accept Full or Partial Payments

Ability to accept multiple, full or partial payments in different forms

Secure

No need for merchants to store sensitive data eliminating the most rigorous of PCI compliance issues

Reporting

Maintain more complete and secure records with our enhanced reporting system

Multiple Currencies

Supports over 90 currencies