On your Merchant HQ, you may send an invoice to your customers to collect payment for an order they make - typically over the phone.
Once an invoice is created, the customer will receive an email from the Merchant with a payment link of the payment that is due. They’ll get redirected to use a custom and secure landing page to complete that payment online.
Create An Invoice
Log into Poynt HQ (poynt.net). On the Sales & Reports tab, click on the Invoices link on the left hand side.
Step 1: Select the Create Invoice button. This will bring you to a form to create an invoice that will then be sent to a customer via email.
Step 2: Enter the customer’s first name, last name, and email. Be extra careful to enter the customer’s email correctly - this is the method in which they’ll receive the invoice.
Step 3: Enter in the description and $$ amount.
Step 4: Enter an invoice number and note (if applicable)
Step 5: Once complete, click Send Invoice. It will then appear in your list of Invoices.
From here, you can send a reminder, view the invoice, or if the order has been cancelled, you can delete the invoice. The status will then change to Cancelled.
Send An Invoice
Once you complete this form, this will send the customer an email directing them to complete the Invoice you created. The email will look something like this:
Complete an Invoice (Customer)
Within the email, the customer will be able to review the invoice details and can select Pay Now. This will redirect the customer to a secure landing page where they can complete their payment.
Once the payment is complete, it will be reflected on your Invoices page on your Merchant HQ.