Pay an Invoice in Texada Web

Describes how to select your payment method and pay for a work order invoice in Texada Web.

Type

How to

Audience

Texada Web Administrator and Counter

Products

Texada Web, Texada Mobile

Context

Your customers can pay a work order invoice when a work order is closed and the invoice is created.

There are two main ways to pay a work order invoice in Texada Web. If your customer is in good standing with you and your business model allows it, your customer can put the invoice against their account balance. Otherwise, your customer can pay the invoice directly using any payment methods you have set up in your SRM (Systematic Rental Management) application.

Before You Begin

Required: Internet connection; valid Texada Web login credentials and access permissions; existing invoice; and existing work order

Optional: Mobile device with an internet connection

Steps

Pay an invoice on account

In the Texada Web menu bar, navigate to Invoices > Invoice List
The list of work order invoices opens
Click the work order invoice you need to pay
The INVOICE page opens
Click Payment
The invoice payment pop-up opens

Note: You can access the payment pop-up when closing a standard or customer work order. See: “Close a Work Order in Texada Web” for more information
Optional: Click View Receipt if you need to create a printable PDF copy of the invoice receipt
The receipt opens in the same tab in your web browser
In the payment pop-up, click Put on Account if your customer has a valid account with you and needs to put any remaining invoice balance on their account
The INVOICE page opens for that invoice

The invoice is placed on their account

Pay an invoice directly

In the Texada Web menu bar, navigate to Invoices > Invoice List
The list of invoices opens
Click the invoice you need to pay
The INVOICE page opens
Click Payment
The invoice payment pop-up opens

Note: You can access the payment pop-up when closing a standard or customer work order. See: “Close a Work Order in Texada Web” for more information
Optional: Click View Receipt if you need to create a printable PDF copy of the invoice receipt
The receipt opens in the same tab in your web browser
Click one of the existing payment methods
Note: The list of existing payment methods is created and managed in SRM
Type the amount to be paid using that payment method in the Amount Paid field
Note: The amount you type cannot exceed the total amount for the invoice
Click +Add Payment
The selected payment method is added to a list of payment methods

Note: You can pay using as many different methods as you need as long as the total amounts paid do not exceed the total invoice amount
Click Complete
The INVOICE page opens for that invoice

The invoice is paid