If you're looking to enable invoicing (Account payment method) for a customer, we've got you covered with clear instructions below. If you're unfamiliar with invoicing basics, our article provides comprehensive information.
Create an invoice settings
To accomplish this, proceed to the path provided below and follow the steps outlined below:
Admin Center → Accounting → Invoicing → Settings → New Record
Within the opened window, please complete the following fields:
Name: Enter a name for this invoice.
Company name: Provide your company's name as it should appear on the invoice.
Company address: Enter your company's address.
Due date: Specify the deadline by which the customer must make the payment after receiving the invoice.
Template: Choose the desired invoice template. Currently, only one template is available.
Invoice period: Indicate the frequency of the invoice, which can be weekly or monthly.
Email title: Input the title for the email that will notify your customer. You can utilize tags to personalize the email.
Email text: Enter the content of the email that will inform your customer.
Note: Include any additional information pertinent to this invoice that needs to be communicated.
Extra Charges:
Title
Amount
Tax Title
Tax percentage
After completing the relevant sections under "Extra Charges," click on the "Add" button.
Set invoicing setting to customers
To set the setting for the customer, you need to go the following path:
Admin Center → Customers → Customer Page → Invoicing Tab → Settings
After clicking the settings button, you will encounter the following form:
Setting: In this field, you need to designate the relevant invoicing setting that you've created.
Minimum Balance: This value indicates the allowable negative balance for the customer. For instance, if set to -200, the customer can place orders until their balance reaches -200.
Customer's Perspective
Once invoicing is enabled for a customer, the order creation page will display a new payment method known as Account.
Although it functions similarly to a wallet, the presence of invoicing for this customer results in the system displaying the option as "Account."