Introduction
Welcome to this user-friendly guide, designed to help you understand and navigate the Payment Request feature in Empress. This feature plays a critical role in streamlining your business’s financial operations.
A Payment Request is a tool that allows you to request payment from a customer for a Sales Order or Invoice. The request is typically sent via email. If configured, it will include a link to a Payment Gateway for the customer to make a payment conveniently.
This feature also allows for the creation of a Payment Request against a Purchase Order or a Purchase Invoice. This can be particularly useful for internal record-keeping and efficient processing of bulk payments using a Payment Order.
Accessing the Payment Request Feature
To navigate to this feature, follow this path:
Home > Accounting > Accounts Receivable > Payment Request
Prerequisites for Creating a Payment Request
Before you start using the Payment Request feature, ensure you have the following set up:
- Sales Invoice
- Purchase Invoice
- Sales Order
- Purchase Order
How to Create a Payment Request in Empress
Please note, a Payment Request cannot be created manually. It is generated from a Sales/Purchase Order or Invoice.
Generating a Payment Request via a Sales Order
To do this, open a Sales Order, click on Create, and then select Payment to process an advance payment.
Generating a Payment Request via a Sales Invoice
To create a Payment Request via a Sales Invoice, click on Create and then select Payment to process a payment against the invoice.
Make sure to select the correct Payment Gateway Account on the Payment Request for proper accounts posting. The account head specified on the payment gateway will be used to create a Journal Entry.
Important: The currency of the Invoice/Order and the ‘Payment Gateway Account’ must be the same.
Notifying the Customer
You can notify the customer directly from the Payment Request using the Print Format. If the customer’s contact email is set, it will be fetched automatically. If not, you can manually input an email address in the Payment Request.
Payment Request without a Gateway
If you’re not using a payment gateway or integration and wish to send a notification, you can set the Bank Account. You will need to compose the message with the necessary bank details. The party can then transfer the amount to the specified bank account.
Conclusion
The Payment Request feature brings efficiency and simplicity to your payment processes. It not only helps you manage your business’s financial operations but also enhances the payment experience for your customers. For additional assistance or resources, please refer to our support page or contact our support team.