- Log in to you Customer Area.
- Select Invoices -> New Invoice.
- Fill out the form with the invoice information, specifying:
- Invoice number: Your order number. The system will generate random number that you can replace with your own.
- Date: The Date the invoice is issued. The system will display todays date, but you can replace with any date of your choice.
- Currency: Select the payment currency
- Customer details: Enter as much as possible. Most of the fields are manatory, particulary E-mail, as this will be used for customer communication during the payment process.
- Order details: You may enter up to 3 invoice items. At least the first one is mandatory. The amount and total amount is automatically calculated on the basis of the data inserted.
- Select the transaction type:
- Preauthorization: It confirms your account is valid, operational and that the total will cover the amount owed in the transaction. The funds are frozen and the customer will see their “available balance” decreased. To conclude the transaction, you must confirm it (Capture) or cancel it (Reverse) within 14 days.
- Debit (or Purchase): It can be seen as a pre-authorization and capture combined into a single transaction. The merchant simply enters the desired amount, and the customer’s card is then charged. There is no need to do a pre-authorization, nor is there a need to capture the transaction afterwards.
- Once you press "SEND", you will be forwarded to the next page confirming if the invoice has been successfully created.
- You can select "Copy Payment Link" and send the link to your shopper by any channel of your choice.
- Alternatively, you can select "Send by Email" and the link will be sent to your customers email address.
