Setup of ERP Integration of Live Invoices and Payment of Invoices
With an ERP integration that supports Live Invoices, your customers can already view invoices on their account if their role enables this view. You can now enable these customers to also pay outstanding invoices using a credit card.
Prerequisites for Payment of Invoices
An ERP integration supporting Live invoice lookup is required. Contact our team to ask about this.
A Payment Gateway for credit card payments that is supported for Invoice Payments must be configured and enabled on the store. Currently supported gateways are listed here.
Enable Payment of Invoices
To make it possible to pay invoices:
The App Store (DIY) invoice payment has to be enabled.
The user role must have the Invoice module permission enabled, including Invoice View access.
On settings edit the payment method and enable the "Available for invoices payment". (https://staging.evoadmin.io/settings/payment-methods)
Storefront View
When viewing the list of invoices, their status depends on the balance field. If an invoice still has an outstanding balance, it will appear as unpaid, and the checkbox on the left will be enabled. Once selected, the user can proceed to pay one or multiple invoices.
How to process an invoice
To process an invoice, you’ll need to pull the invoice payment information using our API. The process is explained in the following article and closely mirrors the standard invoice processing steps.
Contact the customer success team if you have any questions regarding this integration.