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Invoice With Ricochet Pay | PayLink
Invoice With Ricochet Pay | PayLink

Invoicing in Ricochet when integrated with Ricochet Pay | PayLink.

Shandara Hart avatar
Written by Shandara Hart
Updated over a week ago

! IMPORTANT !

Invoicing is available for customers using Ricochet Pay for credit card payment processing only.

To get started using Ricochet Pay, call us at 208-209-6697 and we'll be happy to help!

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.

NOTE: Customers must have their payment method from a billing zip code that matches the country they're receiving the invoice from.

Examples:

RicochetPay | PayLink users in the USA can invoice outside of the USA, however, the customer's payment method must have a USA billing zip code.

RicochetPay | Fortis users in Canada can invoice outside of the Canada, however, the customer's payment method must have a Canada billing zip code.

To Enable Invoicing:

In Ricochet,

  1. Click Preferences

  2. Click Admin

  3. On the Store Details tab,

    Scroll down to the Optional Modules section

  4. Toggle ON PayLink Invoices

  5. Click Save (top right)

To Create An Invoice:

In Ricochet,

  1. Click POS

  2. Scan or ring up shopping items, verify they are correct

  3. 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)

  4. 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,

  1. Click Reports

  2. Click PayLink Invoices

  3. 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

  4. 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,

  1. Click Reports

  2. Click PayLink Invoices

  3. 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

  4. 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,

  1. Click Products

  2. Find the product you are looking to review

  3. Reference the Status Column, invoiced items will read 'On Invoice'

To Delete An Invoice:

In Ricochet,

  1. Click Reports

  2. Click PayLink Invoices

  3. 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

  4. 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


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