Send an Invoice for Payment in Texada Web

Describes how to electronically send an invoice to a customer to pay with their own device using Texada Web.

Type

How to 

Audience

Texada Web Counter

Products

Texada Web

Note: You can also electronically send an invoice for payment through SRM.

Context

You can enable your customers to electronically make a payment using their own device by sending them an invoice for payment in Texada Web.

Note: Electronically sending an invoice for payment does not work for Cash Customers

When a customer elects to electronically pay an invoice, they must follow a three-step process to complete the signing:

1. Review the invoice for accuracy and to view the terms and conditions (if any)
2. Electronically pay the invoice
3. A payment receipt will be automatically emailed to the customer

Before You Begin

Required: Internet connection, valid Texada Web login credentials and access permissions, existing invoice, mobile device with internet connection

Optional: Valid email address

Steps

To electronically send an invoice to a customer for payment:

1. Do one of the following:
   1. Locate the invoice you need to send and click on it
      The invoice opens
      1. Use the menu bar in Texada Web to navigate to Invoices > List
         The list of invoices opens
      2. Navigate to Edit > Send for Payment
         
         

1. 1. Use the menu bar in Texada Web to navigate to Invoices > Create Invoice
      1. Provide invoice details
      2. Click Send for Payment
         
2. The Send Invoice for Payment screen opens
   
3. Do one of the following:
   
   1. Select Email address associated with account
   2. Select Custom email address and add the email you need to send the invoice to
4. Click Send for Payment
   The customer will receive a link to review the invoice details and pay on their device 
5. After paying, the customer will receive a payment receipt