It is possible to make customers pay using an e-payment module.
What is E-payment?
E-payment allows you to generate a payment link on the invoice and e-mail sent to your customer. This link will redirect your customer to a web page to proceed with the payment. This can be a time-saving solution as it allows your customer to pay from home.
Configure E-payment
- Go to Financial > Financial settings.
- Tick the case Use E-payment
- Choose AcceptEasy - Serrala.
Note: The user requires an AcceptEasy-Serrala account for this service. A representative will provide you with the information you need to add in the boxes numbered 2 and 3.
Create Invoice with E-payment
- Go to Financial > Customer invoices.
- Double-click on the alternative the user wishes to invoice.
- Tick the case Use E-Payment in the Payment box.
- Select Print button.
Print E-Payment link in PDF invoice (1)
In the printing list, select the desired printing form and click Preview.
At the end of the generated PDF the user will find the link to the e-payment. After viewing the document, the user can save it locally or send it by email.
Send E-Payment link by email (2)
In the printing list, select the printing form you want and click Send > PDF by email.
The user will then find a window containing the email and its pre-filled information, including the link to the E-Payment of the invoice.
E-payment follow-up
If your client chose to pay via E-payment, you don’t need to register the payment as you would with a deposit. The e-payment, once paid, will be automatically registered in Winner Bizz.
You can also chose to refresh the payment status in a project by clicking on Register Payment in the Workflow assistant.
For more information about this functionality, please check the article Payment follow-up.
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