53 lines
1.6 KiB
Markdown
53 lines
1.6 KiB
Markdown
---
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show-content: true
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---
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# Online payments
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```{toctree}
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online/install_portal_patch
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```
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To make it more convenient for your customers to pay the invoices you issue, you can activate the
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**Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This
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allows your customers to see their invoices online and pay directly with their favorite payment
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method, making the payment process much easier.
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```{image} online/online-payment-providers.png
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:align: center
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:alt: Payment provider choice after having clicked on "Pay Now"
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```
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## Configuration
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Make sure your {doc}`payment providers are correctly configured <../../payment_providers>`.
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:::{note}
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By default, "{doc}`Wire Transfer </applications/finance/payment_providers/wire_transfer>`" is the
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only payment provider activated, but you still have to fill out the payment details.
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:::
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To activate the Invoice Online Payment, go to {menuselection}`Accounting --> Configuration -->
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Settings --> Customer Payments`, enable **Invoice Online Payment**, and click on *Save*.
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## Customer Portal
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After issuing the invoice, click on *Send & Print* and send the invoice by email to the customer.
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They will receive an email with a link that redirects them to the invoice on their **Customer
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Portal**.
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```{image} online/view-invoice.png
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:alt: Email with a link to view the invoice online on the Customer Portal.
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```
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They can choose which Payment Provider to use by clicking on *Pay Now*.
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```{image} online/pay-now.png
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:alt: '"Pay now" button on an invoice in the Customer Portal.'
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```
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:::{seealso}
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- {doc}`/applications/finance/payment_providers`
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:::
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