Homepage → 💵 Finance, banking, payment services, and the fiscalization of receipts → Invoicing → Invoicing with WayForPay

Invoicing with WayForPay

Here's how to generate invoices for payment via WayForPay directly from orders or sales pipeline cards
Written by keyCRM
Updated 1 week ago

To generate invoices from the system, you first need to connect the WayForPay payment service to keyCRM.

Configuring data transfer in WayForPay

To enable the invoicing feature, follow these steps:

  1. Go to «Settings» → «Finance» → «Payment gateway» and open the WayForPay integration settings;

  2. In the «Import settings» section, toggle the «Create invoices in keyCRM» switch;

  3. Enable «Products in invoices» to transfer product data;

  4. Payment method — select a payment method for the payment that will be added to the order after the invoice is issued;

  5. Website domain — add a link to the website that will appear on the invoice (make sure to include the https protocol and omit any extra characters);

  6. Language — select the language in which the invoice will be issued;

  7. Notification method — select the method by which WayForPay will notify the buyer about the invoice. If you select «All methods», the customer will receive a notification via all the notification methods listed.

Note! When transferring items to an invoice, discounts and surcharges associated with the order are not transferred. Therefore, to include them in the invoice, apply them to the items.

Invoicing

After configuring the settings, you can generate an invoice for payment within an order or a funnel card. To do this:

  1. In the payment section, click «+ Add Payment»;

  2. Toggle the «Issue an invoice for payment» switch;

  3. Select the payment service from which the invoice will be issued;

  4. Enter the amount to be paid;

  5. Optionally, you can leave a description for this payment in the system (it is not included in the invoice and is used for internal notes);

  6. Click «Save».

The order or request number, product names, and quantities are automatically transferred to the invoice.

How to manage invoices

After creating an invoice, the corresponding payment will be added to the payments in the order or in the sales funnel card. You can:

  1. Track the payment status, which automatically updates after the invoice is paid;

  2. Copy the payment link to send to the buyer. The link is valid for 1 week;

  3. Cancel the created invoice. Hover over the payment status, and the «Rejected» button will appear.

Note! Payments can only be canceled in the CRM. If you need to cancel a payment in WayForPay, do so in your personal account on the payment service.

What the generated invoice looks like

When the customer clicks the payment link, the payment service page will open:

Tags: WayForPay, Way For Pay, Wey, wayforpay, way for pay, invoicing, payment invoice, payment link, pay via link, wayfopay, warforpay
Did this answer your question?
close-image
full-image