How to Share Sales Invoice to Customers For Online Payment

Overview:

Online Payment feature allows the end-users to share sales invoices with their customers to settle payments online. The sharing of sales invoices can be done in multiple ways. This can be through email, sending a message through WhatsApp and Telegram applications, and lastly, a generated link that can be manually forwarded to the customers.

As a pre-requisite of this feature, Payment Services and Payment Method must be set up first, which will be discussed in other articles.

Scenario:

Send notifications with payment collection to customers allowing them to pay online.

Solution:

1. Go to Navigation > Sales and click Sales Invoice. Click the ‘Add’ button to create a new transaction.

2. Once done creating the Sales Invoice, click the ‘Save & Send’ button. There are four (4) sending options:

        ● Email - Notification will be sent thru email.

        ● WhatsApp & Telegram - both applications will open and send the message to the

            number set in the ‘Recipient’ field.

        ● Link - Click ‘Send’ to generate a link and automatically copy the email content that

            allows the end-user to manually forward an email to the customer.

3. After selecting the desired sending option, the ‘Send Transaction for..’ screen will appear, select ‘Payment Collection’.

4. After selecting the option, this will automatically save the transaction and open the message set-up.

Selected option: Email

5. Enter or validate the email addresses which can be auto-filled based on the company profile and customer maintenance. The ‘CC’ (Carbon Copy) field is not mandatory.

6. Click the dropdown option to select the desired invoice format to send as an attachment.

Other options:

    ● Send me a copy - will send a copy of the email to the setup email in the Company

        Profile

    ● Include PDF File - a copy of the invoice will be attached to the email

7. Once done, click the ‘Send’ button and wait until the email sending is successful.

Email Sending Notification:

Application:

Here’s the sample email that the customer will receive for them to process their payment: