There are two ways to pay for a personal or company invoice: manual and automatic.
Manual Payment
Manual payment is required in two cases:
A user or a company has no default payment method on the Membership > Payments page.
A user or a company has a default payment method on file, but the "Auto-Pay" option is disabled for them. Manage Auto-Pay
The app sends email, push, and persistent widget notifications when an invoice is issued.
All notifications include a link to the invoice details page with an option to view the invoice PDF. Users can enter their bank card details on this page and complete the payment. Optionally, a user can save the card as a default payment method for future automatic payment collection.
โ
To pay the personal invoice, users go to Membership > Invoices > select the unpaid invoice > select the payment method.
To pay the company invoice, company managers go to Membership > Invoices (under the name of the company) > select the unpaid invoice > select the payment method.
Automatic Payment
If a default payment method is on file and "Auto-Pay" is turned on, the system will process the payment automatically as soon as the invoice is issued.
โ
A user (personal invoice) or company users and the company's email (company invoice) are notified that the payment is complete. The notification includes a link to the invoice details page with an option to view the invoice PDF.
FAQ
How can I mark the invoice as "Paid" if the customer paid it externally?
How can I mark the invoice as "Paid" if the customer paid it externally?
If the company or user has paid you for the invoice externally and not through the app, and you want to mark the invoice as "Paid", please do the following steps:
Open the company's/user's profile on the Community page
Select the Invoices section
Select the desired invoice
Press
(...)
top rightPress
Mark as Paid Externally
.
After that, the invoice will be marked as "Paid".