Registering a payment
Record a payment on a booked invoice, or link a payment that has already come in.
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On a booked invoice with an outstanding amount you make a payment or record one, for example a card payment, cash or a direct debit. The amount, the payment status and the Payments list next to the invoice are then updated. All methods are also described under Payment processing.
Before you start:
- The invoice is booked and an amount is still outstanding. Otherwise Make payment is missing.
- For Terminal, Mollie is connected. For SEPA Mandate, the customer has an active mandate. Otherwise the method is not in the list or is greyed out.
Making a payment
Open the booked invoice
Go to AdministrationInvoices and open a booked invoice. The Make payment button is there as long as an amount is outstanding.
Choose the payment method
Click Make payment and choose a Payment method.
| Method | Use it for |
|---|---|
| Terminal | A card payment. You choose a payment terminal and Tillor sends the payment to it. See Terminal. |
| Internal Transfer | Moving the amount to another booked invoice of the same customer (Target invoice). See Internal transfer. |
| Cash | Recording a cash payment. See Cash. |
| Bank Transfer | Recording a bank transfer you have received. |
| SEPA Mandate | An automatic direct debit via an active Mandate of the customer. See Mandate. |
| Others | Another form of payment, such as a cheque. It is under More payment methods and is only visible if you have turned it on. A description is then required. |
Terminal and SEPA Mandate only appear if they are available for your organisation. SEPA Mandate is greyed out as long as the customer has no active mandate, and does not exist for credit invoices.
Enter the amount
The Amount defaults to the full outstanding amount. Type a different amount or use the 25%, 50%, 75% and 100% buttons. The amount may not be higher than what is outstanding.
Fill in the extra fields
For Cash, Bank Transfer and Others you optionally fill in the Date received (not in the future) and a Note. For a direct debit you choose the Mandate and optionally a Delay (days), where 0 sends immediately.
If you choose Bank Transfer and the customer has an email address, you can tick Send structured communication reminder. The customer then receives an email with the tip to use the structured communication for future payments.
For Cash there is also a Preview on iPad button to show the invoice to the customer on a linked tablet.
Maximum amounts
A cash payment may not be higher than the Cash payment maximum under SupportSettingsPayments (2999 euros by default). For a direct debit, the amount may not exceed the maximum of the mandate.
Linking an existing payment
If a payment or bank transaction that belongs to this invoice has already come in, you link it instead of creating a new one.
Open the actions menu
Click the three dots at the top right of the invoice page and choose Assign payment.
Choose the payment
In the window, choose a payment or group. The Payment groups, Card & online payments and Bank transactions tabs show what is available. At the top are suggestions that match the outstanding amount.
Link
Click Assign payment, Assign group or Assign bank transaction, depending on what you chose.
For bank transactions you also need the View bank transactions permission.
Creating a link for a part-payment
If the customer only wants to pay part of the outstanding amount, you create a payment link for an amount you choose. You can do that on any booked invoice with an outstanding amount.
Open the actions menu
Click the three dots next to Send notification and choose Part-payment link.
Enter the amount
Under Amount, type what the customer may pay. The amount must be greater than 0 and may not be higher than what is still outstanding.
Create the link
Click Create and copy link. Tillor copies the link to your clipboard and shows it under Payment link. With the copy button next to it you copy it again.
Send the link to the customer yourself, for example by email or chat. The customer opens the normal payment page of the invoice, but it now only asks for your amount, with a message that it is a part-payment of the amount still outstanding. The customer then pays in the way they choose on the payment page.
The link stays valid, but never asks for more than what is outstanding at that moment. If part has been paid in the meantime, the payment page adjusts accordingly. After a payment the invoice shows Partially until the full amount has come in.
What happens next?
- The outstanding amount decreases and the payment status changes: Partially as long as something is outstanding, Paid once everything has come in.
- For a direct debit or card payment, the invoice first shows Pending until the money has definitively come in.
- If a line has a payment action, Tillor carries it out as soon as the invoice is paid. Think of topping up an NFC tag, extending Paid until of an occupation or printing a receipt. See How does this fit together?.
- The payment appears on the payment report of the day. See Payment reports.