How to Share Invoice for Online Payment

Why do you need to share invoice for online payment

• Time-saving as you do not need to manually enter payment information if the customer uploads the payment receipt directly, streamlining the process.
  
  
• Reduced errors as customers entering and uploading their own payment information and receipts, there is less risk of errors in recording payments.
  
  
• Higher accessibility as customers can access and print their invoices from anywhere at any time.
  
  

Learn How to:

1. Ensure you have enabled payment method for guest portal payments

2. Share Invoice to customer for Online Payment

3. Pay online(Customer)

Firstly, ensure you have enabled payment method for guest portal payments

If you do not enabled any payment method for guest portal payments, your customer can't pay online. If you do not know how to enable it, you may refer to: How to Enable Payment Method for Guest Portal payments

How to Share Invoice to customer for Online Payment

1. Click on Sales and go to Sales Invoice

2. Click on an invoice number that you want to share

(Make sure the invoice has not been fully paid)

3. Click on 3 dots

4. Click on Print

5. Click on share icon

6. Click on Copy Link

How your customer can pay online

1. Click on Pay

2. Select Manual Payment

3. Click on Next

4. Select a Payment Option

5. Click on Confirm
(You will see a new transaction on Transaction page. If you have enabled approval for transaction, you may need to approve it)