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.

Invoices

You can issue a payment invoice to the customer for goods or services via email. To do this, use the Invoices section of the Personal Area. After issuing the invoice, the customer receives an email and follows the link in it to the payment page.

On this page you can do the following:

• send invoice to the customer
• perform test payment
• find invoices by filter
• view invoice information
• cancel invoice
• duplicate invoice
• resend invoice

Sending invoice

To issue an invoice to a customer and send them a link to the payment page by email, go to the Invoices section of the Personal Area and click Create invoice.

You can also do this by clicking the Create button at the top of the personal account and selecting Invoice.

The page for entering invoice parameters will be displayed:

Set the parameters according to the table below.

Parameter	Description
Client name	Customer's last name, first name, and patronymic. The data entered in this field is displayed in the email containing the link to the payment page.
Client ID	Client number in the store system (optional).
Email	Email address to which the payment link will be sent. (It is necessary to specify either email or phone number.)
Phone	Customer's phone number. (It is necessary to specify either email or phone number.)
Send invoice to customer	If this check box is selected, the customer will receive a notification by email / SMS with the link for payment.
Payment type	Choose one of two options: One-phase — after making payment, no additional actions are required from your side. Two-phase — after the client has confirmed the payment, you must complete the payment in your Personal Area. Before you do this, the money will be held (reserved) on the client's account until you confirm the payment or until the confirmation period expires. If you confirm the payment, the money will be transferred to your account. The reserved funds on client's account will be released if the reservation period expires before confirmation.
Due date	Specify the date and time until which the invoice can be paid. After this period expires, it will be impossible to pay the issued invoice.
Payment description	Free-form payment description.
Amount	Specify the payment amount. If the order contains a pre-filled shopping cart, this field is filled automatically.

Click the Create and send invoice button. If sent successfully, a link to the payment form will be displayed below:

Click Continue to open the invoice information page.

Adding a shopping cart to invoice

When creating an invoice, you can specify a shopping cart for the order. The Products section is located below the invoice creation form:

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

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

   
   

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

   Field	Description
   Name	Product/service name. Mandatory field.
   Article	The vendor code of the product. Mandatory field.
   Qty	The number of units of the product. Mandatory field.
   Measure	Units of measurement, for example: L – liters, pcs. – pieces. Mandatory field.
   Price	Price of one product unit. Mandatory field.
   Amount	Total amount for all units of one product item. Calculated automatically when filling in the Price and Qty fields.

3. Click Add product.

4. Repeat the required steps for each item in the shopping cart. If you need to delete the added product, click and confirm the action. If you want to delete the cart, click on the Delete all products button and confirm the action.
   

5. You can add items from the catalog, if you have previousy set up the product catalog. Click Add product, select Product from catalog, and then select the item in the opened window.
   

After adding a product item, you can edit it. To do this, click the item line and change the values in the editing form.

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

Importing a CSV file

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

Making a test transaction

You can independently test payment process on behalf of customer. To do this:

1. Generate invoice for customer.
   

2. Click Continue to open invoice details. Open payment page by following link at top of page.
   

   

3. Select payment method. When paying by card, enter data of one of test cards.

4. Check Save this card for future payments if you want to store the credential: in this case entering card data will not be required next time.
   

5. Click Pay. To confirm operation use 3–D Secure code specified for test card.

Final page

After successfull payment, the client 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.

Field	Description
Merchant	Merchant’s login.
Web-site	Merchant’s website address.
ID	Automatically generated order number in the merchant’s system.
Authorization code	International payment system authorization code (6 symbols).
Terminal ID	Terminal identifier in the system that processes the payment.
Reference ID (RRN)	Reference number of the payment authorization that has been assigned to it upon its registration.
Amount	Payment amount.
Description	Description of the payment.
Card information	Masked number and expiration date of the card used for payment.

For the client 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.

Invoice search by filter

At the top of Invoices page filters are located which allow you to find an invoice. To set search criteria, select needed values in the corresponding dropdown list.

Following criteria are available:

• Status — Invoice status. Following statuses are available (multiple selection):
  
  • Created. Invoice is issued but not yet sent to the customer.
    
  • Sent. Invoice is successfully sent to the customer through any channel (email, SMS) but not yet paid.
    
  • Paid. Invoice is paid.
    
  • Expired. Invoice payment period has expired. The corresponding transaction is declined.
    
  • Cancelled. Invoice is cancelled.
    
  • Refunded. Partial refund was made.

• Period — Specify time interval. You can select period (for example, "Today", "This week") or set time interval by selecting start and end dates in calendar.

Invoice actions

View invoice information

To view invoice details, open Invoices page and click on needed invoice row.

The following information is displayed on the invoice details page:

• Creation date, status and invoice amount
• Link to the payment page sent to the customer
• Transaction — link to the page with the information about the transaction related to this invoice
• Order number — order number in the store system
• Sent — date and time when the invoice was sent to the customer
• Expires — date before which the invoice must be paid
• Customer — customer's first name, last name, and middle name
• Email - customer's email for sending invoice

Buttons for cancelling, duplicating and resending invoice are also available. These actions are described below.

Invoice cancellation

To cancel not yet paid invoice, on the invoice details page, click Cancel button. In the opened window, confirm cancellation.

Invoice duplication

You can duplicate invoice to create the same or similar invoice without entering all data again. To do this:

1. On the invoice details page, click Duplicate button.
2. A page for creating new invoice will open where all fields will already be filled with original invoice data.
3. Change invoice data if necessary.
4. Click Create and send invoice.

As a result, a new invoice will be created and sent to the customer.

Invoice resending

To resend an already created invoice, on the invoice details page, click Resend button. In the opened window, confirm invoice resending.