Pay an Invoice by Email

To send a payment request by email, your credit card payment method must be configured. Additionally, SMTP configurations must also be done beforehand to allow payment emails to be sent. To send an invoice to a client by email, from the Point of Sale, click on Payment.

For the Payment Method, select Receivables, enter the amount to be paid and click on Send.

Note: If the Send button is not clickable at this stage, it is very likely that the client you are sending the invoice to is not authorized to pay by receivables (you can modify it under the Terms tab in their Client file). 

Enter the email address where you want the invoice to be sent, in the Recipient(s) section, and click on Send. If the window does not open automatically, you can find the invoice under the Documents tab of the sale and click on the envelope icon located on the same line as the document.

The invoice will now appear in red in the Documents tab of the sale. The envelope will be yellow, indicating that the invoice has been sent, and will turn green once read. To access the invoice or request payments again, click on this envelope.

From the email, click on Pay Online. 

Then click on Proceed to Payment.

Manually enter its credit card information and click on Pay now.

Once the payment is made, administrators will receive a notification by email.