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E-Commerce Solutions > Invoicing System |
How It Works Step-by-StepThis page shows in step-by-step detail how the Invoicing System is used to accept payment for an invoice. |
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| 1. | |
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A payment link can be created using a macro in Microsoft Outlook. This can be initiated by clicking a toolbar button on an Outlook form or window. A browser window will open, taking you to the password-protected control panel (#3) |
| 2. | |
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Via a Web Integration Link you can invoice contacts directly from the
SalesForce Online CRM console - click the 'Invoice Now' link when viewing
a Contact. A new window will open, taking you to the password-protected control
panel (#3)
Online CRM from salesforce.com |
| 3. | |
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A payment link can be created either via an integrated link such as the two above, or by visiting the password-protected control panel directly.
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| 4. | |
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Enter a few simple details regarding the invoice or transaction. If you've come from an external application such as MS Outlook or SalesForce CRM, these will be pre-populated. |
| 5. | |
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When you click 'Create', an encrypted link is created, containing payment information customised for your client. Click the encrypted link to test it, or copy to your clipboard. |
| 6. | |
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Send the link in an email to your client or customer, explaining that it's easy for them to pay online by following the encrypted link... |
| 7. | |
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When your client or customer follows the link to the WorldPay payment screen, their transaction is ready for payment and the invoice number and description are detailed. |
| 8. | |
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On the payment screen, your client's address, name and email are pre-populated - everything except the card credit details. On successful payment, your client is returned to your home page, or your page for returning customers. |
See Also - Invoice Searches for Invoice
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internet payment, e-commerce, ebusiness, credit cards, secure online payments |
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As a WorldPay Accredited Partner we offer a £50 discount off the WorldPay setup fee, a complete range of WorldPay integration and ecommerce services and a number of other benefits just for applying through us |
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