Collecting Online Payments from Invoices

Q1. How do I set up collection profiles for invoices?

• Make sure you’ve activated a digital payment connection and created a collection profile.

Q2. How do I enable online payments on an invoice?

• Online payments are turned off by default. To enable them, open the invoice → click the wallet icon in the sidebar.

  • Note: Enable Online Payments in the Invoice PDF footer for the payment button to appear on the invoice PDF.

• When a payment is made, a payment record is automatically created and receipts are sent to both you and the customer.

• Note: Always preview the invoice first to ensure the correct payment option is selected. Changes to payment settings apply to past invoices as well.

Q3. How do I send an invoice with online payments activated?

• Make sure Online Payments is enabled in your Invoice PDF footer for the payment section to appear.

• You can email the invoice directly from Juan, or download the PDF and send it manually via email.

Q4. Do payments go directly to my business account?

• Payments received through invoices are credited to your connected payment service.

• The timing of settlement from your payment service to your bank account depends on the payment provider’s terms and processing schedule.

Q5. Can customers make partial payments?

• Yes. You can turn this on in your collection profile.

• When a partial payment is made, a partial payment record is created.

Q6. Where can I see my collection history?

• Go to Sales → Payments → Click the Payment Method column → Apply Filter “Payment Gateway”

• Or use the search bar and enter paymentMethod:gateway