Invoicing in Tricera Secure

  1. Overview
  2. Tricera Secure
  3. Invoicing in Tricera Secure

Overview

The Invoicing tool allows you to send an email or text message directly from the virtual terminal to your customer. The email can include a PDF attachment with the invoice details you entered, along with any additional attachments you choose. Both the email and text message will contain a secure link to a payment form.

The payment form will display the invoice along with payment fields, allowing the customer to enter credit card, ACH (if enabled), or digital wallet details. They can also electronically sign and pay the invoice.

As part of the invoicing tool, the Products tab lets you store products or services with preset descriptions, prices, and other details, making it easier to add items to your invoices.

Designing Your Invoice

  1. Before creating an invoice, navigate to the Control Panel tab on the left panel.
  2. Click on Invoice Settings.

  3. Upload your company logo (280x100px recommended or 2.8x1 aspect ratio). If you’d like help with this simply email your logo to hello@tricera.io and we can resize for you.
  4. Adjust how the company name, address, and contact information will be displayed on the customer’s invoice.
  5. You can also set several defaults and configurations for your invoices, including:
    •    Default Due Date and payment terms.
    •    Invoice Number, which allows invoices to auto-increment from the set number.
    •    Custom notifications, so your customers will be notified via email prior to, on, and/or after the due date.
    •    Set tax amount.
    •    Set a default surcharge (along with a label) to be applied to each invoice.
    •    Set subject line and content of emailed invoices.
    •    Mandate AVS Street and/or Zip for customer entry.
  6. Click Save Changes

Creating & Sending an Invoice

Invoices allows you to send an email or text message to a customer containing a secure link to a payment form where they can view and pay the invoice.

  1. To create an invoice, navigate to the Invoices tab on the left panel.
  2. Click on the New Invoice button in the top right corner of the page.
  3. Enter the customer details and any additional information you wish to include.
  4. Enter line items: Add an existing product or manually enter new product details (unit cost is mandatory).
  5. You can apply a tax, surcharge or discount.
  6. You can adjust the required amount (allowing the customer to pay in two installments).
  7. Click Send at the bottom of the page to send the invoice immediately or click Save to save it as a draft and send it later.

  8. Once you click Send, a window will pop up, allowing you to enter additional email addresses and/or cell phone numbers, customize the subject line and content, and attach files to the invoice.
  9. Click Send Invoice at the bottom of the pop-up window.
NOTE: You may need to scroll down in the pop up window to access the attachment field.

Post Invoice Actions

There are several options available once an invoice is sent. In the Invoices tab on the left panel, you’ll find a listing of all invoices. On the right side of each invoice (under Actions), up to five action options will appear.

  • Resend: this will resend the invoice to the customer via email or text message.
  • Pay: will allow you to either pay on behalf of the customer using stored or new payment methods or mark the invoice as paid without running a transaction (cash or check).
  • Cancel: disables the link in the emailed invoice sent to the customer.
  • Edit: allows you to make changes to an existing open invoice.
  • Delete: deletes invoice entirely, also automatically disabling the link as well.

Applying a Manual Payment to an Invoice

Clicking the Pay icon will bring up the invoice and a payment dialog where you can choose the payment method.

  • Card: You can use stored values and select amongst stored card values by clicking the dropdown in the credit card number area.
  • Check: If ACH is enabled on your gateway you can select a stored ACH value or enter a new one.
  • Cash: Use this as a catch all for anything outside of the electronic payment method options. Here you can apply a partial payment, a credit (for missed delivery date, etc.) and apply that payment or credit.

Paying An Invoice Without Sending

If your customer has a payment method on file, you may not want to send the invoice and rather just create the invoice, apply a payment, and send a paid invoice to your customer. To do this:

  1. Go to Invoices in the left menu
  2. Create New Invoice and choose the customer to whom you want to bill.
  3. Enter the line items as needed either by typing them in or selecting from your products.
  4. Click Save as Draft
  5. Once the invoice is saved you will see the pay icon in your Invoices list.
  6. Apply payment with the desired stored payment method.
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