Making a purchase on invoicing

01 make a remote payment from the mobile app

To accept a credit card payment from a customer, you must create an invoice and send it to them. They will receive an email and/or a text message with a link to a secure website, where they can pay the invoice.

  1. Click on the Invoices tab
  2. Tap " + " in the Invoices screen, to access the New Invoice screen. Select a customer from your list, then add products or services to their total.
    1. You can add a new customer by tapping "Select a customer" and pressing " + ". 
    2. You can add new products or services to your catalogue by tapping " + " in this screen. Fill out the window that opens and press Save to add the product or service to your catalogue.
    3. If you’ve already added products and services to your catalogue, you can search for them by entering keywords in the search bar.
  3. To adjust the quantity, press the number that appears next to the product or service being purchased.
  4. Once your invoice is complete, press Balance to move on to the Review Invoice screen.
  5. On the Review Invoice screen, select Send to send the Invoice to your customer. Please note that the Invoice will be sent to the phone number and/or email included on the customer's contact.
  6. Select the language of the Invoice and press Send.
  7. Your customer will be sent the Invoice and a link to a secure payment page. 
  8. Once the Invoice has been sent, press OK to return to the Invoices tab. 

Important

Once you send the invoice, it is automatically stored in the Invoices tab. 

 

  • Your customer will be sent the Invoice and a link to a secure payment page. 

 

Email example

 

  • Your customer will have to select Process invoice to be sent to the invoice page. From there the customer can then press pay invoice. 

 

Invoice example
  • The customer will then be sent to an online payment page to finalize the transaction.

 

Secure payment page