Invoice

With invoice, the order is confirmed right away, and the customer pays to the facility’s account afterwards. You follow up the payment yourself under Invoices.

Step 0 — turn on invoice

Go to Site → Modules, turn on Invoice — allow payment by invoice and press Save.

Step 1 — fill in the seller and payment information

1. Under Site → Owner information: fill in Owner legal name, Org. no., Address line 1 and Email.
2. Under Payment → Invoice: choose Mode, fill in Account number, look over the limits, and press Save.

The fields are listed on Payment.

Save the Payment page at least once

The invoice settings only exist once you have pressed Save on Payment. Before that, Pay by invoice looks like it works, but the order fails, and the customer is left with a reserved cart.

Step 2 — check as a customer

Book a slot with Pay by invoice as an ordinary user. The invoice should arrive by email and show under Min side → Invoices and under Invoices in admin.

Following up the invoices

Go to Invoices. The tabs at the top sort by status.

Press an invoice to open it.

Under Actions at the bottom:

When the customer …	You do
has not received the invoice	Send email — to the registered address, or another address.
has not paid	Send payment reminder, preferably with an Additional message.
has paid to the account	Register payment with the amount. Fill in the full amount fills in the rest.
should not pay after all	Create credit note with a Reason for crediting. The customer gets the credit note by email.

Velpr sends no reminders by itself, and does not cancel anything if the invoice is not paid.

Credit before you register payment

A credit note always credits the whole invoice amount, including what has been paid. If something has been paid, the result can be a negative amount remaining. After a credit note, you cannot register payment on the invoice.

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Every field and every rule: the admin reference for invoices. The customer’s side: Invoice.