Add a New Payment Method
You can add a new payment method by going to your Showroom Settings.
Click on Shipping & Payment and click “Add New” to add a Custom Payment Term.
NOTE: Buyers can see and choose these terms, but as a seller, you can change or update them.
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:
Open the invoice. Check the box for Stripe.
Click the “Add Payment” button at the bottom of the form, under the balance.
The “Record a Payment” panel will appear, allowing you to enter the credit card information.
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.
NOTE: Make sure that you are integrated with Stripe Standard to use this payment method. Also, since PayPal requires the Buyer to log in and authorize a payment, it cannot be processed on the Seller side.
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.
Click “Send” on the invoice to ensure the buyer is aware of it.
When adding a Payment, you will see a checkbox that allows you to choose whether or not to notify the buyer.
NOTE: This option is only available if you have already sent the Invoice to your Buyer.
View Payments on an Invoice
Click “View Payments” to view a history of payments made towards the invoice.
