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    What is Paya Connect Quick Invoicing?

    Product

    Paya Connect Quick Invoice UI
    Paya Connect Quick Invoice API

    Description

    Quick Invoicing is a Paya Connect solution that allows merchants to send payable invoices via email to get paid for services rendered faster.  The main purpose of a quick invoice request is to:

    • Ensure verified payee data is provided to the payor before the payment initiation;
    • Provide ease of use to the payor, who has minimal data to enter for a payment;
    • Provide confirmation of payment to the payor and payee; and
    • Facilitate reconciliation of the related payment both for the payee and the payor

    Paya Connects Quick Invoice solution can also be integrated into many software solutions, including ERPs.  Currently Paya Connect has integrated quick invoicing solutions with the following ERPs. 

    • Sage 100
    • Acumatica
    • Intacct
    • (more coming soon)

    Within Paya Connect there are multiple use cases for providing these capabilities that we refer to as Quick Invoicing.  

    • API Driven solutions: Partners with integrated tools will initiate a API request to generate Quick Invoices via their 3rd party software solution.  These software solutions can be bespoke one-off tools built for a specific customer or a large ERP and everything in-between.  
      • If you are a integrator looking to build a solution that leverages Paya Connects Quick Invoicing tools please reach out to sdksupport@paya.com 
    • Paya Connect UI driven: Merchants that are using Paya Connect's User Interface may have access to the Quick Invoicing solution to generate payable invoicing within the UI.  

    Partner Initiated

    Diagram

Description automatically generated

    • Merchants will log into their third party solution (We will refer to as ERP, but this might be other integrated software as well.) The merchant will initiate an invoice, from the process outlined in the ERP.  This will be routed through Paya Connect via the API.
    • Paya Connect will facilitate sending the invoice information to the customer via email;  this will include attachments (if provided).
    • The merchant's customer can initiate payment by clicking on the link provided in the email, which will take the customer to a secure Paya Connect payment form hosted by Paya Connect. 
      • This payment form can even be branded with the merchant's logo.  
    •   Paya Connect will handle the payment processing and provide the customer with the ability to email and print a receipt. 
    • Paya Connect can also provide the merchant with a confirmation of the payment. 
    • Paya Connect also provides post back information via webhooks to the ERP for the payment transaction, or any changes relating to the customer contact and/or stored payment information (account vault tokens). 
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    Merchant Initiated 


    • The merchant will log into Paya Connect and initiate an invoicing request using the Quick Invoice feature within the UI
    • Paya Connect will faciliate sending the invoice information to the customer via email, with attachment files if provided by the merchant. 
    • The customer can initiate payment by clicking the link provided in the email, this link will take the customer to a Paya Connect secure payment form.  
    • Once the payment is complete the customer can choose to get a receipt via email and/or printed.  
    • Paya Connect can also provide the merchant with a confirmation of the payment. 
    • Alternatively, The merchant may elect to have their customers log into the Paya Connect Customer Portal to facilitate payments for their invoices.  
      • Use of this capablility requires customer portal to be activated on the merchant's account in Paya Connect.  
      • If the merchant chooses to use the Portal each customer must be a contact within Paya Connect and the Contact must be made into a contact user.  
      • Within the Customer Portal the customer will have access to a dashboard that will allow the customer to view all their invoices.  (historical and current)
      • Customers with access to the Portal will be able to initiate payment for a single or multiple invoices.
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    Combined Solutions

    With Paya Connects flexible workflow Partners and Merchants can take advantage of the Quick Invoicing tools in the way that best fits their needs.  

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    Key Features

    Merchant Facing (Payee) Features/Benefits

    • Flexibility with how the merchant can initiate a request for payment (API or UI)
    • Dashboard with a quick view of invoices by status (paid, partial paid, outstanding, and overdue)    
    • Define allowable payment options (Card only, ACH Only, or both)
    • Ability to tailor the experience via:
      • brandable invoice & email options (logos, personalized template, etc.)
      • custom invoice titles and descriptions
      • optional attechments 
      • configurable reminder options
      • allow partial payment or installments
    • System and email confirmations of payment
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    Customer Facing (Payor) Features/Benefits

    • Easily initiate secure payments directly from the email
    • Dynamic status bar with built in aleting capability based on the due date 
    • View/Download invoice attachments for record keeping
    • Pay full amount or partial amount
    • Past Payments and remaining balance shown on summary screen and Payment confirmartion screen
    • Email confirmations and ability to print payment receipts
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    Customer Facing (Payor) Features/Benefits w/Registration

    • Dashboard access to manage all invoices, payments, and account vault information
    • Quick view of invoices by status (paid, partial paid, outstanding, and overdue)
    • Securely initiate payment via the Portal, including the ability to select vaulted payment methods (account vault)
    • Ability to select multiple invoices for simultaneous payment
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    If you have questions or require additional information, please contact us and we will be in touch with you shortly.



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