This page explains how to issue an invoice to a customer from Merchant Portal and is part of a comprehensive Merchant Portal user guide that is available here.

Pay by link

You can issue an invoice to the customer for payment for goods or services by e-mail. To do so, use the Invoice to e-mail section of the Merchant Portal. Once the invoice is issued, the customer receives an e-mail and follows the link in it to the payment page.

Sending a link to a payment page by e-mail

To invoice a customer and send them a link to the payment page by email, follow these steps.

1. Go to the Pay by link section of the Personal Area. You also may open this section by clicking Create at the top of Personal area and selecting Invoice.
   
2. The page for entering the invoice parameters will be displayed:

1. Configure the settings referring to the table below.

   Setting	Description
   Customer name	Customer's first name, last name, and patronymic. The data entered in this field is displayed in an email containing a link to the payment page.
   E-mail	The e-mail address to which the payment link will be sent.
   Due date	Indicate the date and time by which the payment can be made. After this date and time it will be impossible to pay the invoice.
   Merchant customer ID	Customer number in your store’s system. If you specify this parameter, the customer will see the Save my card check box on the payment page. If the customer selects this check box, a credential will be stored after the payment is completed, and the customer will not have to enter the card data next time.
   Add description	Click this button to add a description of the payment. In the Payment description field that appears, enter free-form description of the payment.
   Enter the amount	Enter the payment amount here. If the session contains a shopping cart, the field value is populated automatically.
   Issue an invoice without sending a message to the customer	Select this check box to send a link to the customer by yourself.

2. Click the Create link button.

   Upon successful dispatch, a link to the payment form will be displayed below:

   

You can view the payment page sent to the customer by clicking on the Open link to payment page button.

Adding a shopping cart to invoice

When generating an invoice you can add a shopping cart for the order. The Products section is located under the area for creating a link to payment page:

1. To add a line item to the shopping cart, click on the Add product button and select New product.
   

   A window with the parameters of the product being added will be displayed.
   

2. Fill in the required fields referring to the table below.

   Field	Description
   Name	Product/service name.
   Article	The vendor code of the line item.
   Qty	The number of units of the product.
   Measure	Units of measurement, for example: L – liters, pcs. – pieces.
   Price	Price of one product unit.
   Amount	The total amount for specified line item. Calculated automatically when the Price and Qty fields are filled out.

   Then click Add product.

3. Repeat the required steps for each item in the shopping cart. If you need to delete the added row, click on the icon.

Having added all items to the shopping cart, invoice the customer.

Importing a CSV file

You can register a session (invoice) with a shopping cart and this cart can be populated automatically from a CSV file. To upload the cart automatically, click on the Add product button and then select Import CSV. In the window that opens, select the file to be uploaded on your device.

Making a test payment

You can test the payment process on behalf of the customer. To do so:

1. Create an invoice for the customer.

2. Go to the payment page by clicking on the Link to payment page button in the invoice-issued-successfully message.

   

3. Enter the details of one of the test cards.

4. Select Save this card for future payments if you want to store a payment method: in this case, you will not have to enter the card data next time.

5. Click on the Pay button. To confirm the transaction, use the 3-D Secure code specified for the test card.

Final page

After successfull payment, the customer can optionally be redirected to the Final page. This page contains data about the payment and a link back to the store.

The table below describes the data displayed on the final page.

For the customer to go back to the store, they would click the Return to Merchant link.

You can enable or disable showing the final page using the Show final page check box on the General settings page of your Personal Area. Read more here.