Editing orders - Invoices with QR-bill - Vouchers sent once the invoice is paid (Pre-payment)

In this article, we'll explain how you to process an order that has been placed with the payment method set to Invoice (QR-bill).This article deals with the situation whereby the voucher is only sent once the customer has paid the invoice.

Settings for the "Invoice" payment method

The processing of orders with payment against invoice depends on the point in time when vouchers are sent to the customer. There are two different processes for you to choose from:

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

This article deals with the situation whereby the voucher is only sent once the customer has paid the bill.

for the print@home shipping method

1

A customer orders a voucher from your online shop with the payment method set to Invoice and the print@home shipping method.

2

The customer receives the e-mail as a PDF document almost immediately. Until the invoice has been paid, the order will appear in read in the Voucher Management Tool.

3

e-guma automatically processes PostFinance payment files on a daily basis (from Monday to Friday evening). This activates all vouchers that are paid for on a given day in your e-guma Voucher System. As soon as your customer has paid the bill, e-guma will automatically send the voucher and a receipt ot the customer by e-mail. The colour in the Voucher Management Tool will change from red to green. This means that the voucher is now ready to redeem.

4

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

Learn here how you can configure which e-mail address reports should be sent to. e-guma saves the reports, which can be downloaded 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 payment method set to invoice and the postal shipping method.

2

The customer will receive an invoice as a PDF document almost instantly. Until the bill has been paid, the order will appear in red in the Voucher Management Tool.

3

e-guma automatically processes PostFinance payment files on a daily basis (from Monday to Friday evening). This activates all vouchers that are paid for on a given day in your e-guma Voucher System. Once your customer has paid the bill, e-guma will automatically change the status to paid and the order will now appear in orange in the Voucher Managment Tool.

4

You will automatically receive an e-mail from e-guma, notifying you that you need to send a voucher by post.In the Voucher Management Tool, click the action to Send the appropriate voucher order. 

5

The system will provide you with the voucher as well as a receipt as a PDF document, ready for you to print. Confirm the printing by pressing the I have downloaded the documents button. Print the receipt on your letterhead and print the voucher on your customer voucher paper. The documents are now ready to send to the customer by post.

6

The voucher order will now appear in green in your Voucher Management tool and is now ready to redeem.

7

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

Learn here how you can configure which e-mail address reports should be sent to. e-guma saves the reports, which can be downloaded 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 for the day of the original sale. Instead, they are listed on the day on which the invoice is paid. Learn more about the Sales Report here.