Online payments¶
To make it more convenient for your customers to pay the invoices you issue, you can activate the Invoice Online Payment feature, which adds a Pay Now button on their Customer Portal. This allows your customers to see their invoices online and pay directly with their favorite payment method, making the payment process much easier.
- menu
- (customer portal) ‣ My Invoices ‣ (open an invoice) ‣ Pay Now
- shows
- Payment dialog of the customer portal listing the available payment methods/providers.
- highlight
- The list of payment methods (red frame).
- data
- Demo customer invoice; Wire Transfer and a test card provider enabled.
- module
- account_payment, payment
- notes
- English UI, light theme, 1440px width, logged in as the portal user.
Configuration¶
Make sure your payment providers are correctly configured.
Note
By default, “Wire Transfer” is the only payment provider activated, but you still have to fill out the payment details.
To activate the Invoice Online Payment, go to , enable Invoice Online Payment in the Customer Payments section, and click Save.
Customer Portal¶
After issuing the invoice, click Send and send the invoice by email to the customer. They will receive an email with a link that redirects them to the invoice on their Customer Portal.
- menu
- (customer mailbox) ‣ invoice email
- shows
- Invoice email received by the customer with the "View Invoice" button.
- highlight
- The "View Invoice" button (red frame).
- data
- Demo customer invoice sent by email.
- module
- account
- notes
- English UI, light theme, crop to the email body.
They can choose which payment provider to use by clicking Pay Now.
- menu
- (customer portal) ‣ My Invoices ‣ (open an invoice)
- shows
- Invoice page of the customer portal with the "Pay Now" button in the sidebar.
- highlight
- The "Pay Now" button (red frame).
- data
- Demo customer invoice, not paid.
- module
- account_payment
- notes
- English UI, light theme, 1440px width, logged in as the portal user.
See also