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You can request an online payment without selecting an invoice, against a single invoice or against multiple invoices.
Note: The number of invoice attachments you can include is limited by the size of emails accepted by your customer's inbox.
To send a payment request go to Operations - Payment Gateway - click on New Payment request - here you will see the following:
1- Customer:
Select customer name here
2- Request Amount:
If you wish to send a payment gateway request without selecting an invoice you can enter the amount here
3- TDS Deducted:
In case any TDS is to be deducted from the final total amount, enter it here.
4- Adjustments:
In case any adjustments are to be deducted you can enter the amount here.
How to send a payment request against an invoice:
Select Customer - under Invoices column select the invoice you want to request payment against - click on Add Amount - Save - payment request will be changed to Requested status and you will see a pop up to Send Payment Link
Note: TDS will be automatically calculated against invoices selected based on the TDS percentage entered in the Customer masters of that specific customer.
Here you can select whether you wish to send the payment request through SMS, Email, WhatsApp or all three.
Tick the checkbox for Add invoice, Add duty summary and Add duty slip for the bookings attached to the invoice. These will be sent via email to the customer
If you choose to copy the SMS text and send it manually the payment link will not work. Any link based message has to be shared via Indecab for it to be valid.
When you send a payment request, you will be able to track the payment as it goes through its different stages.
| Status | Meaning |
|---|---|
| Requested | You have added a ‘Payment request’ and may have sent the payment link to the customer. |
| Processing | Your customer has completed transaction through payment gateway and it is processing the payment for release to your bank account. |
| Processed | When the amount has been processed and would then be credited to your designated bank account within 2 working days from the date of process completion. |
| Confirmed | Once you have reconciled with your bank statement, a payment request can be marked as confirmed by you manually. When you mark payment as confirmed, a relevant receipt is auto created. |
| Failed | A payment request would show as ‘Failed’ When a payment through the gateway does not go through due to technical reasons and your customer would need to retry the payment after you (re)send them the same link to make the payment. |
| On Hold | A payment request would show as 'On Hold', when a payment through gateway is in dispute or has been put on hold due to some reason beyond our control. Please contact our support team for more details on this. |
Please be advised that, for domestic card transactions, the payment will be reflected in your bank account 3 days after the Payment Gateway verifies the transaction.
For international card payments, the reflection period in your bank account will be eight days following the Payment Gateway's verification of the transaction.
To export data from the payment gateway section go to Operations - Payment Gateway - Use the large gear icon and click on Export - select date range - select the data points you require - click on View/Export
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