Manage invoice payments

Click on the Calculator icon on the main menu and select Invoices. Open an invoice.

Access the data of an invoice, select the tab Invoice Rows, and scroll down.

There are three buttons for a customer invoice, and only one (the first) in the case of a supplier invoice (you can not use stripe to make payments to a supplier).

Click on + Payment to register a payment made.

The Date and Amount paid are the mandatory fields and are filled by default with the current date and the unpaid amount of the invoice. Once you have entered the data, click Continue and save the invoice.

Click on the Pay button on the Stripe icon to have your customer pay directly with a credit card. The status of the payment is shown in the list of payments.

A successful payment has the Success status.

A failed payment is cancelled.

Click on the button Payment request with the Stripe icon to enter a request for payment of the invoice document.

The payment request entered is displayed as a button in the invoice document sent to the client.

When the customer clicks on the button, they are shown in the image below (with your company name instead of Magic Bus). Stripe requires the insertion of an Email to send the receipt of the payment, and the card information.

Below the buttons with which to register the payments, the list of those already entered with the relevant data is visible.

A Payment registered without using Stripe can be deleted, modified or added to an attachment by clicking on the corresponding words in gray. Payment and Payment request made through Stripe can only be deleted.

In addition, you always have the possibility to consult the list of all Payments Received or made, regardless of the invoice.

Find out more about the List of payments.

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Sengerio SUPPORT | 2020