Add a Payment to an Invoice as Seller

Overview

This article explains how a seller can add payments to an invoice in Brandboom. You can either process a credit card payment via a Stripe integration or log a manual payment. The article also covers how to set up custom payment terms and provides details on managing payment notifications to the buyer.

How-to

Add a New Payment Method

1. You can add a new payment method by going to your Showroom Settings.
2. Click on Shipping & Payment and click "Add New" to add a Custom Payment Term. 
   

Adding a Payment to an Invoice

You have two options to add a payment to an invoice:

1. Processing a credit card (with Stripe) and logging the payment automatically

• As a seller, you can manually enter your buyer's credit card information and charge a specific amount using Stripe. Here's how:
  
  1. Open the invoice. Check the box for Stripe.
  2. Click the "Add Payment" button at the bottom of the form, under the balance.
     
  3. The "Record a Payment" panel will appear, allowing you to enter the credit card information. 
     
  4. Confirm that the Payment Type says "Credit Card (Stripe)" and click in the field for Credit Card. Enter a payment amount in the last field and click the "Charge Card" button.

2. Log Payment Manually

• Follow the same steps as above to "Add Payment," but instead of selecting Stripe, simply use any other Payment Type.
  

  

Adding Payment Without Notifying Buyer

This option is only available if you have already sent the invoice to your buyer.

1. Click "Send" on the invoice to ensure the buyer is aware of it.
   
2. When adding a Payment, you will see a checkbox that allows you to choose whether or not to notify the buyer.
   
   

View Payments on an Invoice

Click "View Payments" to view a history of payments made towards the invoice.