<aside> <img src="/icons/reorder_lightgray.svg" alt="/icons/reorder_lightgray.svg" width="40px" /> Once a transition is marked as Due, you can send an invoice for the items listed in that transaction. Here, you will learn how to download (in .pdf format) and send the invoice of a transaction via email. By default the email is sent to the profile linked to the transaction.

Not sure how to mark a transaction as due? Check out this help Part Payments and Issue Passes/Events for future payment (Due payments)

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If you have not set up your Invoice template, please contact the BETA team with

• Any company information like VAT number, company registration number, address, etc. that you would wish to be included in the Invoice.
• Which payment methods, if any, you'd like to reference as possible payment methods for the invoice.

This is useful if you wish to attach an payment link in the invoice. If you would like to allow Stripe online payments, BETA can embed a link into the document by which customers can complete payment via Stripe. This will automatically reconcile within BETA and mark the transaction as succeeded.

• Your banking details for customers to send payment to (assuming bank transfer is a payment method you'd like to include) Beneficiary Name Bank SWIFT code IBAN

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<aside> <img src="/icons/reorder_lightgray.svg" alt="/icons/reorder_lightgray.svg" width="40px" />

Transactions can have the following states:

1. Open: Open transactions are transaction that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.
2. Due: Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. Items are issued to the linked profile. Available on Business and above
3. Succeeded: Transactions that have been successfully processed and completed.
4. Cancelled: Transactions that have been intentionally terminated.
5. Refunded: Transactions for which a full refund has been issued.
6. All: Comprehensive view of transactions across all states.

See a sample receipt/invoice

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<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" /> You can only send or save invoice of transactions that are Due

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› Create a Due Transaction

invoice - 4K.mov

› Create a Due Transaction with a Online Payment Link

<aside> <img src="/icons/reorder_lightgray.svg" alt="/icons/reorder_lightgray.svg" width="40px" />

To generate a due transaction with a Online payment link, create the Due transaction as and assign as a payment method:

• Stripe (Card Details)
• Dojo (Card Details)
• or any other integrated payment provider that allows for online payments, more info:

This ensures an Online payment link is included in the invoice when sent, allowing the recipient to pay online.

Payments may be added to transactions through the POS or directly in the transaction pop-up.

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Follow along to see how to access the Stripe payment link

Stripe: Share a Payment**-Specific Link**

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking for how to cancel a payment, and a transaction?

Cancel Open/Due Transactions

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Screen Recording 2024-12-11 at 11.40.18.mp4

FAQs

Transaction receipts

• How do I fully customise and edit the design of the invoice, as I would like to have the invoice fully match my brand?
• Why is the invoice not filled with a Stripe payment link?
• Can I generate a Stripe payment link after creating the Due transaction?