Editing orders - Invoice with QR-bill - Joint shipment of invoice and voucher

In this article, we will explain how to edit a voucher ordered with the payment method set to Invoice (QR-bill).This article deals with the situation whereby the voucher is dispatched together with the voucher.

Settings for the Invoice payment method

Editing vouchers that are paid against invoice depends on the point in time when the vouchers should be sent to the customer. You can choose between two different processes.

• The voucher is only sent once the customer has paid the bill.
• The voucher is sent together with the invoice.

This article deals with the situation whereby the voucher is sent together with the invoice.

Process for the print@home shipping method

1

A customer orders a voucher from your voucher shop, with the Invoice payment method combined with the print@home shipping method.

2

The customer will receive the voucher, together with an invoice and the QR-bill almost immediately (as a PDF document). The customer pays for the invoice over the next few days, using e-banking or PostFinance. Until the invoice has been paid, the order will appear in red in the Voucher Management Tool.

3

e-guma processes payment data from PostFinance automatically, from Monday to Friday. This involves activating all vouchers that were paid for on that day in your e-guma Voucher System. As soon as your customer has paid the invoice, e-guma will automatically change the status to redeemable and the order will now appear in green in the Voucher Management Tool.

4

e-guma will then send you the credit report on current invoice payments by e-mail. PostFinance will transfer the total invoice payments from your QR-IBAN to your business account, generally on the following day. The credit report serves as a receipt and a way to keep track of the balance of your PostFinance business account.

Learn here how you can specify the e-mail address to which reports should be sent. e-guma saves the reports, which you can download at any time. Learn more about the credit report.

Process for the postal shipping method

1

A customer orders a voucher from your voucher shop, with the Invoice payment and the postal shipping method.

2

You will automatically receive an e-mail from e-guma, notifying you that you are required to send a voucher by post. This order will be shown in orange in your Voucher Management Tool.

3

In the Voucher Management Tool, click on the Send action for the appropriate voucher order. The system will prepare the voucher, the invoice, and the QR-bill for you as PDF documents.

4

Now confirm the printing by selecting  I have downloaded the documents. This will cause the order status to change to red and "not paid." 

5

e-guma processes payment data from PostFinance automatically, from Monday to Friday. This involves activating all vouchers that were paid for on that day in your e-guma Voucher System. As soon as your customer has paid the invoice, e-guma will automatically change the status to redeemable and the order will now appear in green in the Voucher Management Tool.

6

e-guma will then send the credit report by e-mail, listing the current invoice payments. PostFinance will transfer the total invoice payments from your QR-IBAN to your business account, generally on the following day. The credit report serves as a receipt and as a way to monitor the balance of your PostFinance business account.

Learn here how you can specify the e-mail address to which reports should be sent. e-guma saves the reports, which you can download at any time. Learn more about the credit report.

Accounting for voucher orders

Voucher orders with the payment method set to invoice do not appear in the Sales Report on the day of sale. Instead, they appear on the day on which the invoice is paid. Learn more about the Sales Report here.