Receiving Payments

CloudOnex Business Suite provides multiple ways to receive and record payments from customers. This guide covers all aspects of payment processing and management.

Recording Payments#

Manual Payment Recording#

1. Navigate to the invoice:

   • Go to Sales → Invoices
   • Click on the specific invoice
   • Click "Add Payment"

2. Enter payment details:

   Required fields:
   - Payment amount
   - Payment date
   - Payment method
   
   Optional fields:
   - Transaction ID
   - Notes
   - Attachments (e.g., payment receipt)
   

3. Click "Submit" to record the payment

Payment Methods#

Available Payment Methods#

CloudOnex supports various payment methods:

1. Online Payments

   • PayPal
   • Stripe
   • Other payment gateways via plugins

2. Traditional Methods

   • Bank transfer
   • Check
   • Cash
   • Wire transfer

Configuring Payment Methods#

1. Navigate to Settings → Payment Gateways
2. Available options:
   • Enable/disable methods
   • Configure gateway credentials
   • Set processing fees
   • Customize payment instructions

Online Payment Processing#

PayPal Integration#

1. Configure PayPal:

   • Enter PayPal email
   • Set API credentials
   • Configure IPN URL
   • Test connection

2. Customer experience:

   • Click "Pay Now"
   • Redirect to PayPal
   • Complete payment
   • Automatic invoice update

Stripe Integration#

1. Setup requirements:

   • API keys
   • Webhook configuration
   • Currency settings
   • Payment methods

2. Features:

   • Card payments
   • Direct charges
   • Subscription handling
   • Refund processing

Payment Tracking#

Payment Status#

Monitor payments through:

1. Dashboard Overview

   • Recent payments
   • Pending payments
   • Failed transactions
   • Payment trends

2. Detailed Reports

   • Payment history
   • Transaction details
   • Payment methods used
   • Success rates

Transaction Records#

Each payment record includes:

• Payment amount
• Payment date
• Method used
• Transaction ID
• Associated invoice
• Processing fees
• Notes and attachments

Customer Portal Payments#

Enable Online Payments#

1. Configure portal settings:

   • Enable payment features
   • Select payment methods
   • Set payment terms
   • Configure notifications

2. Customer features:

   • View invoices
   • Make payments
   • View payment history
   • Download receipts

Automated Processes#

Payment Reminders#

Setup automatic reminders:

1. Configure in Settings → Automation Settings
2. Set reminder schedule:
   • Before due date
   • On due date
   • After due date
   • Custom intervals

Receipt Generation#

Automatic receipt features:

• Generate after payment
• Email to customer
• Store in system
• Attach to transaction record