Community, Email, and Telephone Payments

Some aspects of the payment options described below are controlled by the Asperato Settings (FF) custom setting. For more information, see Custom Settings.

When a sales invoice or billing document is posted for an account configured for Asperato payments without authorizations, the following process flow occurs:

  1. A sales invoice or billing document is posted for an account not configured for authorized payments.
  2. The payment is created automatically if the Enable Automated Payments field in the Asperato Settings (FF) custom setting is selected.
  3. The payment link URL is generated.

Payment information can be presented to customers in the following ways:

  • Email. If your administrator has added the payment link to your invoice email template then your customer can click the link to launch the payment console and enter their payment details.
  • Community. If your administrator has added the Pay Now button to the Community page then your customer can click the link to launch the payment console. If your administrator has added the Make Asperato Payment link to the Community page, a modal is displayed allowing users to select the invoices that they want to pay. Users can only select invoices that belong to the same company and have the same currency.
  • Telephone. If your administrator has added the payment link to your sales invoice page layout then you can click the link to launch the payment console.
Note:

If the Enable partial payment field in the Asperato ONE custom setting is selected, then the customer can make partial payments against a sales invoice or billing document.

Successful payments are updated to the stage "Collected from Customer". When the Enable Automated Cash Processing field in the Asperato Settings (FF) custom setting is selected, a cash entry is created and matched to the invoice.

Note:

If part payment is made against an invoice and the Enable Automated Payments field in the Asperato Settings (FF) custom setting is also selected, then an additional payment is automatically created with the balance of the invoice as the payment amount.

The payment reference, payment link, and payment URL on the invoice and the Pay Now button on Community are updated with the details of this additional payment. If you send payment links to your customers by email, you must send them the link to the new, additional payment. Once the new additional payment link has been created, the previous payment link is invalid and cannot be used by the customer to make a payment.

If a customer attempts to make a payment and the payment is declined, they are presented with a failure message. For more information on payment failure messages, see the Asperato documentation.