Electronic Invoicing

Electronic Invoicing

Send an “Invoice” via e-mail with an option of paying by clicking on a link in the “Invoice” and secured server page appears to facilitate payment collection on behalf of the client.

Now Available on NMI and Authorize.Net

NMI’s Electronic Invoicing

system generate invoices with line by line detailed information.  Invoices are automatically converted to PDFs, attached via email and sent to the customer’s billing email address.  Customers simply follow a link in the email to pay their open invoices.  All invoices are kept within the payment gateway and can be easily retrieved or re-sent with a click of a button.  There is no limit to the amount of invoices that can be sent.  And, merchants don’t need a website to get paid.  Let’s take a look at how easy it is.

First you click on “Add Invoice”


Then you add the invoice on this screen


Then you select terms and amount and add an e-mail at a minimum (you can add a lot more if you wish)

then you “Create Invoice” by clicking this button.


Then you’ll see this screen confirming you did it right…


Then if you find you made a “boo-boo” and need to fix your mistake…that’s ok you can edit it like this…


After the invoice is sent the customer should just pay it and you should get a e-mail saying it was paid and you can download that to your “QuickBooks” or other accounting software via other interfaces in NMI’s gateway (see this website and NO they don’t cost any more money).

With that said you can do a three manual things to the invoice if they haven’t paid you via the e-mailed link.

First option would be “Pay The Invoice” (Hey the customer called you and gave you the card….


Resend the invoice – because customers never lose their bills right? Wait.  Ok.  Yes I need this feature.


Or I have some other reason, such as refunds or customer service or losing a job bid and I need to cancel the invoice.


Manually paying an invoice is almost identical to a virtual terminal function, except everything is filled out except the payment info which you are taking by phone (or fax or mail or chat or text or whatever).  So you’ll pull the invoice and be on this screen.


And then see this screen when it clears…


Of course we hope you don’t have to do any of that at all and they just CLICK ON THE LINK IN THE EMAIL and pay for the invoice on the “hosted one-time use secured server page” generate just for your customer.

Use QuickBooks Sync to download transactions and post payments and you are all set!

Or manually post what you have to do for your book keeping.  The important thing is the money is on it’s way to your bank account right now.  And guess what?  Yep, no stamps, no envelopes, no folding, no labor from your staff, no excuses from your customers.

As for security, by sending out electronic invoices there is no need for merchants to store sensitive payment data.
This allows merchants to avoid the most rigorous of PCI compliance issues.

  1. You’ll have to have 72 Charms NMI gateway.  It is a stand-alone application.
  2. QuickBooks can be integrated if you have the right version.
  3. Converge/MyVirtualMerchant and Authorize.Net are NOT supported.  SORRY!

Watch the 2 – 1/2 Minute Video On Demand Right Here!



Invoicing with Authorize.Net

gives businesses a simple, fast and free option to bill any of their customers with an email address and accept digital payment securely online, even from mobile devices. Invoices and payments are tracked through the Authorize.Net portal together with all other payment activity.  When your customer clicks the invoice, they are taken to a secure payment form we host, which helps to keep your business PCI DSS compliant.  Invoicing is a native feature on the Authorize.Net platform that works out of the box with no additional customization required.

If you want to hook it up to QuickBooks, you are going to need to have QuickBooks Online

Benefits of Invoicing
– Native integration – no configuration required or extra, third-party software
– Free online invoicing – no extra charge or higher transaction fees
– Customers can easily pay from mobile devices
– Track invoices and payments in the merchant interface

How to use Invoicing?

1. Create the Invoice
a. Log into the Merchant Interface at https://account.authorize.net.
b. Click Tools from the main toolbar.
c. Click Invoicing in the main left side menu.
d. You will see the message: There are no invoices found. Click here to create an invoice.  Click on the link.
i. If an invoice has been previously created, you will see a list of your Invoices. Click on the Create Invoice link in the upper right hand corner of your invoices.
e. On the Create Invoice page, enter in all the required fields in Red
f. Click Send.


2. Customer receives Invoice.

Customers receive a mobile-optimized bill that can be paid securely from any device.


3. Managing Invoices

The Invoicing dashboard makes it simple and easy to review the status of every Invoice. Businesses can easily resend, or cancel, any invoice, and review which have completed payment.

Key Features

1. No integration required – Start sending invoices without any development or customization.
2. Responsive design – Allow customers to easily view – and pay – from any device.
3. Multiple payment methods – Accept both credit cards and eCheck.
4. Discounts – Include custom discounts for any invoice.
5. Reporting – Review the status of every invoice in the Authorize.Net portal.

Still Have questions?
Free consultation with no obligation by calling 702-267-8385 or e-mailing info@72charms.com.

 

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