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

  1. Log in and access Invoices App from your universal navigation menu bar. 
  2. Click on "More -> Settings” icon located at the app header bar.
    invoice settings
  3. Click on “Payments” dropdown from left navigation panel.
    payment settings
  4. 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:
      1. Queue Invoice for review
      2. Automatically send invoice to customer
    • 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.
  5. Click on “Update” button to complete.

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