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3. From the Invoice Details screen, scroll down to reveal the Add Payment button and tap on it.
4. Enter the necessary details such as Payment Date, Payment Method, and amount. On the right part the screen, enter the Credit Card Details and once done, tap Save.
Taking Credit Card Payments from Ascora Web.
1. Access your customer invoice from the Invoice tab or from the Customer tab and click on Payments tab and + Add Payment.
2. Enter the required information such as Payment Date, Payment Method, and enter a certain amount or click Pay in Full if customer is paying the full outstanding balance.
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Once ready to proceed with payment, click on Save.
Note:You can also include a link in the Invoice email which would allow your customers to pay online directly.
NOTE: To confirm that a credit card payment has been successfully processed, you'll see a note stating "This payment has been processed. Only comments may be altered" and all other information except comments are locked for editing.
In the following example, a credit card payment of $2,126.80 has been successfully processed.
Setting up Email Template and Adding Invoice Link for Customers to Pay Online
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1. Select Invoice from the drop down menu and select the invoice template that you need to edit and in this example, we selected select the template called New Invoice Template.
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3. The following screen appears for you to enter a Text and in this example, we enter the text a text PAY NOW.
Click Insert to proceed.
4. You have We've now added an invoice link on your to our invoice email template which your the customer can click to make an online payment.
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Below image is what the customer sees after clicking invoice link and then PAY NOW button.
You can access a quick tutorial video to learn more about the settings in Administration → Payments & Tax
https://www.ascora.com.au/Portal/TrainingVideos/VideoViewer/Admin-Accounting-PaymentsandTax