Payment Process Overview
This article provides an overview of the payment process available in the system, including credit card and ACH payments.
Prerequisite
A Stripe account is required to enable credit card and/or ACH payments. For more information, visit Stripe.
Payment Process for Deposit Invoices
The following steps outline the deposit invoice process. Customers will experience a similar process when handling standard and positive invoices.
1. Creating a Deposit
- Navigate to the Invoicing tab within Quotes, Orders, or Work Orders.
- Select Add Deposit.
Deposit Information
- Document Type: Name of the deposit.
- Deposit Amount: Total requested amount.
- Use Percentage of Total: Calculate the deposit based on a percentage of the total.
- Use Selected Line Item Amounts: Calculate the deposit based on selected items within Quotes, Orders, and Work Orders.
- Deposit Date: Date the deposit is issued.
- Description: Additional information about the deposit.
Line Items
Select individual items from Quotes, Orders, and Work Orders.
Sending the Deposit
- Select Print/Send in the upper-right corner.
- Choose the desired deposit from the dropdown.
- Make any necessary customizations.
- When ready, select Send.
- Edit the email as needed and send it to the customer.
Customer Experience
Customers will receive a link similar to the example below, allowing them to download the deposit.
- Customers can view, download, and select Pay Invoice from the deposit link.
Payment Options
After selecting Pay Invoice, customers will see a confirmation screen with the following options:
- Choose between ACH or Credit Card payments.
- View the corresponding convenience fee.
- Optionally enter an email to receive a payment receipt.
Payment Submission
- Enter payment details on the Stripe interface.
- Select Pay to process the transaction.
Upon successful payment:
- The customer can download a copy of the Mothernode invoice.
- A receipt will be sent to their provided email address.
Viewing Payment Confirmation
After the payment is completed, confirmation will be visible:
- Within the original Quotes, Orders, and Work Orders.
- Via the Deposit Invoice Module.
