When you enter a transaction on TRYTN, you have the option to take immediate payment or send your customer an invoice. The following article details the steps required to set up payment collection via invoice.
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Whether you're in the process of creating a new transaction or editing an existing one, choosing the method of payment will always take place on the Review screen (see Enter a New Transaction or Edit an Existing Purchase for instructions).
STEP 1: Select the Invoice Payment Option
As you confirm the transaction details, you will see a grey box on the right side of the screen (indicated below) where you can select how and when the payment will be collected.
To send your customer an invoice via email, you will want to select the option labeled Invoice - Customer pays later.
Note: Each time you create a new transaction, the payment setting will initially be set to your most recent selection. For example, if your last transaction was set up via card reader, this will automatically be selected when you go to make a new transaction. Be sure to review this option to select the appropriate means of payment with each new transaction you create.
STEP 2: Enter a Recipient Email Address
When you choose to invoice a customer for a transaction, you must enter a recipient email address (under Buyer Information) to automatically send the invoice.
STEP 3: Send Invoice Email
Once an email address is entered, you will see an option to Send Invoice Email further down on the page, just above the green action button.
Select this checkbox and then click the green Send Invoice button to save your changes and have the invoice emailed to the address provided.
IMPORTANT: If you click the checkbox to Send Invoice Email, the green action button at the bottom of the page will read “Send Invoice.” When clicked, this option automatically sends an email to the customer with an invoice link. Note: The customer's spot in the activity is not reserved until they finalize payment through the invoice link. If the checkbox is not selected, the action button will instead say “Save Invoice,” and no email will be distributed. See example below.
