Online payment activation and usage

Requirements

This tutorial requires the installation of the following applications/modules:

Accounting & Finance

For the purpose of having a fast and convenient payment process, and also to facilitate the deal closing process, Viindoo Enterprise Management Software offers various online payment methods, supported by common services such as Internet banking, MoMo wallet, ZaloPay, VNPAY, etc.

Activate Invoice Online Payment

To activate the online payment feature, navigate to Accounting ‣ Configuration, go to the Customer Payments field, and activate Invoice Online Payment.

Activate online payment feature - Viindoo Accounting software

At the customer invoice, click the Preview button to preview the invoice directly on the website.

Preview an online invoice - Viindoo Accounting software

When pressing this button, you will be able to preview the details of the invoice before sending it to your customer:

Online invoice interface - Viindoo Accounting software

Customer online payment view

When the customer receives an email with the invoice that you send via email, they can see the invoice content by pressing the View Invoice button on this email:

Customer portal - Viindoo accounting app

They can process the payment for this invoice accounting with Pay Now:

Pay invoice online - Viindoo Accounting app

At this stage, the customer can choose theirs prefer Payment Acquirer such as ZaloPay, VNPAY or bank transfer, etc.

Online payment methods - Viindoo Accounting software

On the other hand, you can also create a payment link right from the Invoice by navigating to Action ‣ Generate a Payment Link:

Generate an online payment link - Viindoo Accounting app

You can send this payment link to your customer via messages or other communication methods by copying the URL:

Send payment link to customer - Viindoo Accounting app

Tip

You can also create a payment link by sending an email from a quotation. More details on Activate online payment in Viindoo.