This guide walks you through the process of manually processing payments from SubscriptionFlow. This can be done in one of three different ways.
Type 1: Bulk Process Invoices
To bulk process all due invoices follow this guide:
How to Process Payments in Bulk
Type 2: Process Individual Invoices
- Enter the Invoices module and click on the invoice you want to process.
- Click on ‘Process Payments’.
- Select the payment type from the dropdown.
- You can also choose to partially charge this invoice by editing the Receive Amount field. Select the date you want the payment to be processed. Then process the payment.
- The invoice status is now Paid.
Type 3: Process All Invoices for a Customer
- Enter the Customers module and click on the customer whose invoice you want to process.
- Click on ‘Process Payments’.
- Select which of the open invoices you want to process. Then click ‘Proceed’.
- Review the transactions attached to these invoices and click ‘Yes’.
- Scroll down from the customer view to view all the paid invoices.
That is how you process payments from SubscriptionFlow.
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