! IMPORTANT !
Invoicing is available for customers using Ricochet Pay - PayLink for credit card payment processing only.
CLICK HERE to get started using Ricochet Pay - PayLink.
Invoicing allows you to close a sale or pay for sales offsite from the store. The customer can then pay via credit/debit from their phone.
To Enable Invoicing:
In Ricochet,
Click Preferences
Click Admin
On the Store Details tab,
Scroll down to the Optional Modules section
Toggle ON PayLink Invoices
Click Save (top right)
To Create An Invoice:
In Ricochet,
Click POS
Scan or ring up shopping items, verify they are correct
Add Customer
NOTE: The Invoice button will remain grayed out until a customer is added to the sale.
If the customer is not yet in Ricochet, click the yellow plus (+) sign to add at the POS. You can simply input their First Name, Last Name, Email and Phone Number to proceed. Other fields can be left blank or added later)
Click the Invoice button
The customer is then sent a text message with a link to view & pay the invoice
(your store name will appear)
Clicking the link opens the invoice and checkout option:
To View Pending Invoices:
In Ricochet,
Click Reports
Click PayLink Invoices
Find the invoice you are looking to review
You can search by selecting 'Today', 'This Week', 'This Month', or by using the Pick Date to search a date range or specific day
The Status will show Pending
Click the three lines with three dots to the far right to expand the details of the invoice
Click the URL link to resend the text if needed
Once paid, the customer will receive confirmation and a text receipt
To View Completed Invoices:
In Ricochet,
Click Reports
Click PayLink Invoices
Find the invoice you are looking to review
You can search by selecting 'Today', 'This Week', 'This Month', or by using the Pick Date to search a date range or specific day
The Status will show Completed
NOTE: Ricochet checks for paid invoices in cycling intervals so a paid invoice in your PayLink Dashboard can take anywhere from minutes to hours to reflect as Completed in your PayLink Invoices Report.
To View Which Products Are On Invoice:
In Ricochet,
Click Products
Find the product you are looking to review
Reference the Status Column, invoiced items will read 'On Invoice'
To Delete An Invoice:
In Ricochet,
Click Reports
Click PayLink Invoices
Find the invoice you are looking to delete
You can search by selecting 'Today', 'This Week', 'This Month', or by using the Pick Date to search a date range or specific day
Click the Trash Can icon to the far right of the invoice needing removed
NOTE: This action cannot be reversed. Create a new invoice if deleted in error.
*Ricochet Pay - PayLink Powered In Partnership With Fortis