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How to take invoice

This guide shows you how to create a service that customers can access to pay for invoices on your tudoo app.

1. Set up the service

    1. Click on Profile.
    2. Click on Services.
    3. Click on Service + on the top right hand side of the screen.
    4. Select Not Time Dependant as the service type.
    5. If you wish to have the service under a category click Select to choose an existing one or create a new one by clicking on Category +.
    6. Under Service Name enter ‘Pay an Invoice’ or something similar of your choosing.
    7. Under Service Description enter instructions for your customers e.g. ‘Please use this service if you have been emailed an invoice with a reference’.
    8. Under Post Order Instructions you may wish to enter a message that will pop up after your customer has paid e.g. ‘Once payment is received you will receive an email confirmation.’
    9. Turn off the Processing Stage by unticking the box.
    10. Change the Final Stage Status to something like ‘Payment Received’.
    11. Click on the Inputs tab at the top of the page.
    12. Click Input +.
    13. Under Prompt write ‘Pay Invoice’.
    14. Use the drop down menu to choose an input Type and select Payment from this list.
    15. Keep the input as Mandatory.
    16. Enter a Description if you wish but this is optional.
    17. Click Save.
    18. Add another input by clicking Input +.
    19. Under Prompt write ‘Reference’.
    20. Keep the Type as Freetext so that your customer can enter their unique reference for the payment.
    21. Keep the input as Mandatory.
    22. Enter a Description if you wish but this is optional.
    23. Click Save.
    24. Click on the Products tab then click Create on the top right.
    25. Then Publish.

This service is now visible on the app and ready to be used by your customers.

If you require any further help please contact us.

2. Paying an invoice

If your customer has not already done so ensure they have downloaded your app and created an account.

    1. Send your customer an email containing the amount to pay and a  unique reference.
    2. Get your customer to click on the Pay Invoice service and they can then follow the steps to enter their payment amount and unique reference before continuing to checkout to make the payment.
    3. You will then receive an order/payment and the customer will receive an email receipt.

If you require any further help please contact us.

Questions?
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