How to Send an Invoice to Your Customer with a Payment Link
Make it easy for customers to pay you on time by sending them a unique and secure payment link where they can make payment at any time, from anywhere. This also serves as a useful payment reminder functionality that enables unpaid or due soon reminders to be sent to your customer in one easy click.
Take Payment Menu Overview
Take Payment Menu Overview Take Payment menu reveals the following; Shows all unpaid invoices in your system from Service Management POS transaction Customers account invoices manually entered into your Accounting system. Users can search by ...
Differences between "Operational Customer" and "Account Customer"
Differences between "Operational Customer" and "Account Customer" There are 2 main record types when referring to customers , each one plays a crucial role within the system. Operational Customers Located in Service management or POS, which links ...
How to Link/Unlink a Operational/Account Customer
How to Link/Unlink a Operational/Account Customer 1. Navigate to the Operational Customer menu. - Search and select the customer you want to link to the Account Customer 2. OR simply unlink from the Account Customer. (Instructional video also ...
How to Pay an Invoice by Link
Pay Invoice by Link is a secure payment method that allows you to pay your invoices quickly and easily, and removes the need to share sensitive payment information with a third party. Once your supplier has raised an invoice, you will receive an ...
How to Take a Payment on Behalf of Your Customer
If your account is set up with a Virtual Terminal, you will have access to the Payment Gateway which allows you to take card payments through your Spenda account using your customer's card details. You can take a payment on behalf of your customer ...