Payments

Creating invoices and collecting payments has never been easier or more efficient. This how-to guide will teach you how to issue a new invoice from Xoopah and collect the payment against issued invoices.

Article Content:

1. Choose Payment Option
2. Create an Invoice
3. Select Contact
4. Select Due Date
5. Add Items 
6. Add Notes
7. Preview & Send Invoice

1. Choose Payment Option

The first step of collecting Payments is selecting a preferred payment method. You can start by navigating to Payments from the Dashboard and click on Create Payment.

1.1 Payment Request

The payment request option allows you to send an invoice along with the payment link and the customer can pay by clicking on that payment link.

1.2 Collect Now

If you click on the Collect now button, you can collect the payment directly from the Customer's Card. The rest of the steps are the same as sending a Payment Request.

2. Select Contact

In the Invoice screen  select a contact by clicking on the textbox underneath Bill To.

If the client is new, you can add them by selecting  + Create New Contact.

3. Select Due Date

Once you have selected the Contact,  the next step is to select a Due Date of your invoice. The Payment link of the invoice will expire once the Due Date is over.

4. Add Items

Now you should start adding items to your invoice. These items can be existing services, or you can create new items to add to the invoice.

5. Add Comment

To send a note along with the invoice, you may add it by using the Add Comment section. 

6. Preview & Send Invoice

After entering all the details, you can Preview the invoice before sending it out. You can also make changes by simply going back to the previous steps. 

Once satisfied, you need to click on the Send Invoice button to share the payment request along with the attached Pdf of the invoice.