Digital Invoicing is used by trading partners, such as customers and their suppliers, to present and monitor transactional documents between one another and ensure the terms of their trading agreements are addressed. Some examples of Digital Invoice are: Invoices, Purchase Orders, Debit Notes, Credit Notes, Payment Terms, Payment Instructions, Remittance Slips etc.
The Digital Invoicing Home Page displays the list of various payment links created and its corresponding details:
It is mandatory to have your branding configured in order to use Digital Invoicing. Please see Branding Configuration for more details.
The following image displays the components in Digital Invoicing:
You can download the payment links and details to a CSV file by clicking
You can also search for a payment link by using the LinkID, Customer Email, Phone Number, and Txn ID, OR by selecting any of the following search parameters such as: Date Range, Payment Method, Link Status, Transaction Status, Customer First Name, and Customer Last Name.
Once you the search results are populated, you can click on the Link ID to view the corresponding details:
Create a New Payment Link
Perform the following steps to create a new Payment Link:
Enter the following details in the Customer and Billing Details section:
In the Basic Information pane, enter First Name, Last Name, Email, and Phone Number.
In the Billing Address Information pane, enter Address, City, State, Country, and Zip Code.
In the Shipping Address Information pane, enter Address, City, State, Country, and Zip Code.
Note: You can also select Same as Billing Address Information if the Billing Address and Shipping Address are both the same.
In the Payment Information pane, Enter Payment Amount, select Payment Amount, enter Card Account, and enter ACH Account.
In the Set Link Expiry pane, select Valid From, and Valid For.
Digital Invoicing Settings
You can configure your Digital Invoicing experience and determine which fields should be visible and required while submitting a transaction.
Select all that apply to you under Consumer Information, Billing Information, Shipping Information, and Payment Information and click Save.
Note: You can not edit the mandatory fields which are defined by default.