Payment by link
A link and a QR code from the invoice, the customer pays from a phone, and the payment is posted in the books automatically
Step by step, as in the recording
The voice-over text in English, to find the right moment or read it instead of watching.
- 01
The invoice has been issued, but nobody knows when the money will arrive. And later someone matches the statement to the debts by hand.
- 02
First you connect a provider: LiqPay, WayForPay or monobank. On the demo stand emulation is switched on: no keys and no money charged.
- 03
In a submitted invoice you click "Payment link". The amount is the outstanding balance. "Create link", and you see a QR code.
- 04
You copy the link into a messenger or send it to the customer by e-mail, with the address from the customer card already filled in.
- 05
The customer opens the page and sees whom they are paying, for what and how much. They click "Pay", and the payment is received.
- 06
The invoice updates itself: the status is "Paid", and next to it is a link to the payment the system created.
- 07
In the payment the bank fee is a separate line on an expense account, and next to it is the number of the link the money came through.
- 08
Case one: the customer pays only part, for example five thousand.
- 09
The link gets the status "Partial", and the invoice "Partly paid". For the balance you create a new link, with the amount already filled in.
- 10
Case two: the bank declined. The link does not expire: the customer sees the reason and can try again.
- 11
And the link card shows the whole history: when it was created and which payment attempt failed.
- 12
Case three: the link is no longer needed. You cancel it, and it can no longer be used to pay.
- 13
The "Payments by link" report shows how much was issued, how much was received and how much went on fees.
- 14
It is convenient for the customer to pay straight away, and the payment appears in the books without manual matching against the statement.
Payment by link
A payment link in an invoice or order via LiqPay, monobank, WayForPay, RozetkaPay, NovaPay or Portmone: the customer pays by card, Apple Pay or Google Pay, the payment is posted in the books automatically and closes the debt.
Area: Sales and shipping. The module is switched on and off for each company separately, with no per-seat licences.
The same, on your data.
The video was recorded on a demo company. Send us a sample document or order and we will show this module on it.