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How do I Configure Payment Settings in Invoices App?
Updated on April 19, 2018 12:21AM by Admin
Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF to pay manually. Lets take a look at the following steps.
Steps to Customize Payment Settings
- Log in and access Invoices App from your universal navigation menu bar.
- Click on "More -> Settings” icon located at the app header bar.
- Click on “Payments” dropdown from left navigation panel.
- You can configure following features:
- Payment Methods - It allows you to create your own payment methods, although there are online payment gateways enabled.
- Over payments – It create Credit Notes automatically, that can be applied towards future payments.
- Recurring Invoices – Enable the recurring invoice to generate new recurring invoices for the customer. You have following options:
- Recurring Billing - Enable recurring billing for generating customer payments periodically (Authorize.Net and PayPal Accepted). Once you enable recurring billing, you can view "Recurring Billing" section on invoice creation page.
- Payment Terms - It allows you to set the payment term for the customer invoice.
- Delay Terms - It allows you to set the delay terms against the invoice based on defined criteria.
- Click on “Update” button to complete.
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