{"id":6685,"date":"2026-07-30T15:33:51","date_gmt":"2026-07-30T13:33:51","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=6685"},"modified":"2026-07-30T15:33:52","modified_gmt":"2026-07-30T13:33:52","slug":"invoices-use-them","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/invoices-use-them\/","title":{"rendered":"Invoices \u2014 Use them"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img decoding=\"async\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"Smart licence needed\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">[<em>Reading time: 10 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>Invoices<\/strong>&nbsp;module lets an advisor create an invoice for a customer, present it to them through the channel of their choice (<strong>typing the card directly into the Banner<\/strong>, SMS or email link, IVR during a call) and follow the payment from end to end.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1547\" height=\"838\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/02\/undraw_payments_nbqu.png\" alt=\"\" class=\"wp-image-4740\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Every invoice is attached to a&nbsp;<strong>payment module<\/strong>, which defines the processor (Ino pay or Stripe), the payment terms allowed and the channels available. The configuration of these payment modules and the underlying banking contracts is described in the articles:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/payment-modules\/\"><strong>Payment modules<\/strong><\/a>&nbsp;\u2014 configuring the payment module.<\/li>\n\n\n\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/bank-contracts-how-to-add-them\/\"><strong>Bank contracts \u2014 set them up<\/strong><\/a> \u2014 adding the underlying banking contract.<\/li>\n\n\n\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/stripe\/\"><strong>Stripe<\/strong><\/a>&nbsp;\u2014 the specific case of a Stripe contract.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">1. Access and permissions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>Invoices<\/strong>&nbsp;module appears in the Banner as soon as the account has a&nbsp;<strong>Smart<\/strong>&nbsp;licence and the advisor\u2019s profile has the&nbsp;<strong>Access invoices<\/strong>&nbsp;right.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-1024x554.png\" alt=\"\" class=\"wp-image-6687\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-1024x554.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-300x162.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-768x415.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-50x27.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-1536x830.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-60x32.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40-100x54.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.03.40.png 1972w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The rights linked to the module (set on the advisor profile, section&nbsp;<em>Invoices<\/em>) are:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Right<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it enables<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Access invoices<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">See the Invoices module and its list. Without this right, the module is hidden.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Create invoices<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a new invoice, duplicate an existing one, merge invoices.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Modify invoices<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Enter edit mode and modify an invoice.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Delete invoices<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Delete an invoice (one or several at a time).<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Can make banner payments by bank card<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Take a payment by typing the card details into the Banner.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Can make banner payments by Smart Routing<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Trigger IVR payment during a call.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Can make link payments (sent by SMS or Email)<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Send a payment link by SMS or email.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Can spread out fees<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Spread the fees across all installments in installment payments.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Can cancel an invoice<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Cancel an invoice.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. The Invoices list<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Invoices module list shows the following columns:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Status<\/strong>&nbsp;\u2014 a coloured tag (see section 3).<\/li>\n\n\n\n<li><strong>Title<\/strong>&nbsp;\u2014 the invoice title.<\/li>\n\n\n\n<li><strong>Created on<\/strong>&nbsp;\u2014 creation date.<\/li>\n\n\n\n<li><strong>Last payment on<\/strong>&nbsp;\u2014 most recent payment date.<\/li>\n\n\n\n<li><strong>Invoice No.<\/strong>&nbsp;\u2014 the invoice reference entered at creation.<\/li>\n\n\n\n<li><strong>Customer No.<\/strong>&nbsp;\u2014 the customer number.<\/li>\n\n\n\n<li><strong>Amount<\/strong>&nbsp;\u2014 the total amount + currency.<\/li>\n\n\n\n<li><strong>Payment module<\/strong>&nbsp;\u2014 the linked payment module (clickable).<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2.1. Quick search and advanced search<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The search bar filters on the&nbsp;<strong>Title<\/strong>, the&nbsp;<strong>invoice number<\/strong>&nbsp;and the&nbsp;<strong>customer number<\/strong>. The&nbsp;<strong>Filters<\/strong>&nbsp;button opens an advanced search form with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Status<\/strong>&nbsp;(multi-select across the 10 statuses).<\/li>\n\n\n\n<li><strong>Sort invoice dates by<\/strong>&nbsp;\u2014 created date, last payment date, or none.<\/li>\n\n\n\n<li><strong>Start date \/ End date<\/strong>&nbsp;\u2014 date range.<\/li>\n\n\n\n<li><strong>Amount<\/strong>.<\/li>\n\n\n\n<li><strong>Payment module<\/strong>&nbsp;(multi-select).<\/li>\n\n\n\n<li><strong>Interaction IDs<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2.2. Bulk actions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting several invoices in the list (up to 10 at once) enables the&nbsp;<strong>Cancel<\/strong>&nbsp;and&nbsp;<strong>Delete<\/strong>&nbsp;bulk actions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Invoice statuses<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">An invoice goes through several statuses during its lifecycle:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Status<\/th><th class=\"has-text-align-left\" data-align=\"left\">Meaning<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Created<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Invoice created but payment not yet prepared.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Prepared<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Payment preparation has been validated (module, terms, channel chosen). The payment link \/ QR code is available.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Partially paid<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Payment ongoing or partial (installment payment with one or more installments already paid).<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Payment to come<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">A future payment is planned (scheduled payment or upcoming installment).<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Paid<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Invoice fully settled.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Pending confirmation<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Awaiting confirmation from the processor.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Error<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Error during a payment attempt.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Suspicion of fraud<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">The transaction has been blocked by the processor on suspicion of fraud.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Canceled<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Invoice canceled.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Merged<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">The invoice has been merged with others into a parent invoice.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. Create an invoice<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">From the list, click&nbsp;<strong>Create<\/strong>&nbsp;in the top right. A new invoice form opens in the central panel with the following fields:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Field<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Payment module<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">The payment module to use. If filled, the invoice can only be paid using this module. Only internal modules with status On or Sandbox appear in the list.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Title<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Free-text invoice title.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Invoice No.<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">The invoice reference. The expected format (number, text, regex\u2026) depends on what has been configured on the payment module.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Amount<\/strong>&nbsp;\/&nbsp;<strong>Currency<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Total amount and currency.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Customer No.<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Customer number, format also driven by the payment module configuration.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Mobile phone<\/strong>&nbsp;\/&nbsp;<strong>Landline<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Recipient phone numbers. The mobile number is also used to send confirmations and payment links via SMS.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Email<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Recipient email address, used for email payment links and confirmations.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Comment<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Free-text comment.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Additional information<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Free field for any extra information.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click&nbsp;<strong>Save<\/strong>. The invoice appears in the list in&nbsp;<strong>Created<\/strong>&nbsp;status and stays open in the panel to immediately prepare the payment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An advisor can only have&nbsp;<strong>10 open invoices at a time<\/strong>&nbsp;in the module. Beyond that, an error message blocks any further creation or opening.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Prepare and take a payment<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once the invoice is created, click&nbsp;<strong>Prepare the payment<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"611\" height=\"374\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.08.56.png\" alt=\"\" class=\"wp-image-6688\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.08.56.png 611w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.08.56-300x184.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.08.56-50x31.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.08.56-60x37.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.08.56-100x61.png 100w\" sizes=\"auto, (max-width: 611px) 100vw, 611px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A preparation page opens where you choose, in order:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The&nbsp;<strong>payment module<\/strong>&nbsp;to use (if not already fixed at creation).<\/li>\n\n\n\n<li>The&nbsp;<strong>payment term<\/strong>.<\/li>\n\n\n\n<li>The&nbsp;<strong>payment channel<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">5.1. Payment terms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Three payment terms are available, filtered by what is enabled on the payment module:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Instant payment<\/strong>&nbsp;\u2014 the customer pays the full amount in a single transaction. This is the only term available for Stripe modules.<\/li>\n\n\n\n<li><strong>Scheduled payment<\/strong>&nbsp;\u2014 the payment is planned for a future date; you enter the&nbsp;<em>Payment date<\/em>.<\/li>\n\n\n\n<li><strong>In installments<\/strong>&nbsp;\u2014 payment split into several deadlines. You enter the number of installments, the date of the first one, and optionally (with the&nbsp;<em>Can spread out fees<\/em>&nbsp;right) whether the fees should be spread across all installments or paid in full with the first one.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For any term with a future date, a warning reminds you to check the customer\u2019s bank card expiry date.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"139\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-1024x139.png\" alt=\"\" class=\"wp-image-6689\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-1024x139.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-300x41.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-768x104.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-50x7.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-60x8.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52-100x14.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.09.52.png 1353w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">5.2. Payment channels<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Five channels are possible, filtered by what is enabled on the module and by the advisor\u2019s rights:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Channel<\/th><th class=\"has-text-align-left\" data-align=\"left\">How it works<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>IVR<\/strong>&nbsp;\u2014 Payment via IVR<\/td><td class=\"has-text-align-left\" data-align=\"left\">Only usable during a live voice call. The customer is redirected to an IVR that asks them to enter their card number, expiry date and CVV on their phone keypad. Requires the&nbsp;<em>Can make banner payments by Smart Routing<\/em>&nbsp;right.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Payment via email link<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">A payment link is sent to the customer by email. They enter their bank details on a web page. Requires the&nbsp;<em>Can make link payments<\/em>&nbsp;right.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Payment via SMS link<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Same, sent by SMS.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Banner<\/strong>&nbsp;\u2014 Payment via banner<\/td><td class=\"has-text-align-left\" data-align=\"left\">The advisor types in the card number dictated by the customer. Requires the&nbsp;<em>Can make banner payments by bank card<\/em>&nbsp;right.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Save the preparation<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">No immediate payment: the preparation is saved to be resumed later, or to use a tool outside INO CX.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"156\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-1024x156.png\" alt=\"\" class=\"wp-image-6690\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-1024x156.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-300x46.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-768x117.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-50x8.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-60x9.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19-100x15.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-21-a-15.11.19.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on the channel chosen, you then validate the corresponding action:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Launch payment IVR<\/strong>&nbsp;\u2014 the customer types their card on their phone keypad (number, expiry date, CVV). On the advisor side, a 3-steps tracker appears in the Banner to follow progress live, with statuses like&nbsp;<em>Not started<\/em>,&nbsp;<em>In progress<\/em>,&nbsp;<em>Finished<\/em>,&nbsp;<em>Stopped<\/em>,&nbsp;<em>Error<\/em>,&nbsp;<em>Entry error<\/em>,&nbsp;<em>Payment failed<\/em>,&nbsp;<em>Suspicion of fraud<\/em>.<\/li>\n\n\n\n<li><strong>Send the payment link<\/strong>&nbsp;\u2014 immediately sends the link by email or SMS to the recorded address or number.<\/li>\n\n\n\n<li><strong>Pay<\/strong>&nbsp;\u2014 opens the card-entry form in the Banner.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once the invoice is&nbsp;<strong>Prepared<\/strong>, a&nbsp;<strong>QR code<\/strong>&nbsp;and a&nbsp;<strong>payment link<\/strong>&nbsp;become visible in the invoice header. The customer can scan or click them to reach the web payment page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Duplicate and merge<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">6.1. Duplicate an invoice<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In the&nbsp;<strong>Options<\/strong>&nbsp;menu of an opened invoice, the action&nbsp;<strong>Duplicate the invoice<\/strong>&nbsp;creates a copy with the same fields (amount, reference, contact details, payment module). The copy appears as a draft in the panel with a&nbsp;<strong>Created<\/strong>&nbsp;status.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6.2. Merge several invoices<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Merging groups several invoices for the same customer into one, so you only take a single payment. Click&nbsp;<strong>Merge<\/strong>&nbsp;in the module header, then follow the procedure:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open in the module the invoices to be merged (<strong>Created<\/strong>&nbsp;or&nbsp;<strong>Prepared<\/strong>&nbsp;status only, and not already the result of a merge).<\/li>\n\n\n\n<li>Go back to the merge page \u2014 the eligible open invoices appear in the selection.<\/li>\n\n\n\n<li>Select the invoices to merge (minimum 2, maximum 10).<\/li>\n\n\n\n<li>Validate with&nbsp;<strong>Merge<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The merge creates a new invoice in&nbsp;<strong>Created<\/strong>&nbsp;status with a title starting with \u201cMerge &#8211; \u201d. It takes on the sum of the amounts, the concatenated references and customer numbers, and the first non-empty phone \/ email. The source invoices switch to&nbsp;<strong>Merged<\/strong>&nbsp;status and are listed under&nbsp;<em>Merged invoices<\/em>&nbsp;in the new invoice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can only have&nbsp;<strong>one merge in progress at a time<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Edit, cancel, delete<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">7.1. Modify an invoice<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The pencil icon in the invoice header enables&nbsp;<strong>edit mode<\/strong>. Warning: putting an invoice into edit mode&nbsp;<strong>resets it to Created status<\/strong>; the payment preparation must be done again. A warning message reminds you of this before saving.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7.2. Cancel an invoice<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In the&nbsp;<strong>Options<\/strong>&nbsp;menu, the&nbsp;<strong>Cancel<\/strong>&nbsp;action cancels the invoice. A confirmation dialog reminds you that&nbsp;<em>\u201call pending payments will be canceled\u201d<\/em>. Cancellation is only available under strict conditions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Status&nbsp;<strong>Paid<\/strong>,&nbsp;<strong>Partially paid<\/strong>&nbsp;or&nbsp;<strong>Payment to come<\/strong>, with at least one installment paid today.<\/li>\n\n\n\n<li>Ino pay payment module only.<\/li>\n\n\n\n<li>The invoice must not be in edit mode.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">7.3. Delete an invoice<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The bin icon in the Options menu deletes the invoice. An invoice in&nbsp;<strong>Partially paid<\/strong>,&nbsp;<strong>Merged<\/strong>&nbsp;or&nbsp;<strong>Pending confirmation<\/strong>&nbsp;status cannot be deleted.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u26a0\ufe0f\u00a0A\u00a0<strong>paid<\/strong>\u00a0invoice can be cancelled only if it was paid via\u00a0<strong>INO Pay<\/strong>\u00a0and\u00a0<strong>on the same day<\/strong>. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. View the details of an invoice<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Invoice details are organised into stacked blocks in the&nbsp;<strong>Invoice<\/strong>&nbsp;tab:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Payment module<\/strong>.<\/li>\n\n\n\n<li><strong>Invoice<\/strong>&nbsp;\u2014 title, reference, amount, currency.<\/li>\n\n\n\n<li><strong>Customer<\/strong>&nbsp;\u2014 recipient details.<\/li>\n\n\n\n<li><strong>Information<\/strong>&nbsp;\u2014 comment, additional information.<\/li>\n\n\n\n<li><strong>Payment<\/strong>&nbsp;\u2014 term, number of installments, total fees.<\/li>\n\n\n\n<li><strong>Merged invoices<\/strong>&nbsp;\u2014 only when the invoice is the result of a merge.<\/li>\n\n\n\n<li><strong>Installment(s)<\/strong>&nbsp;\u2014 table of installments with their status:&nbsp;<em>In progress<\/em>,&nbsp;<em>Pending<\/em>,&nbsp;<em>Past installment(s)<\/em>,&nbsp;<em>Installment error(s)<\/em>,&nbsp;<em>Installment(s) canceled<\/em>.<\/li>\n\n\n\n<li><strong>Event(s)<\/strong>&nbsp;\u2014 chronological timeline of all invoice events (creation, preparation, notification sent, IVR payment, SMS\/email received, installment paid, scheduled attempt\u2026).<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">8.1. Interaction tab<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A second tab&nbsp;<strong>Interaction<\/strong>&nbsp;appears when the invoice is linked to an interaction. It lets you open the interaction in the&nbsp;<em>History of interactions<\/em>&nbsp;module (see the article&nbsp;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/history-of-interactions\/\">History of interactions<\/a>) or, if the interaction is still ongoing, in the Banner.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The invoice \u2194 interaction link is&nbsp;<strong>automatic and permanent<\/strong>: as soon as an invoice is prepared or paid inside an interaction, they become linked and this cannot be changed manually.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">9. Smart Routing integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Two Smart Routing actions (see&nbsp;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/voice-smart-routing-actions\/\">Voice smart routing actions<\/a>,&nbsp;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/messaging-smart-routing-actions\/\">Messaging smart routing actions<\/a>,&nbsp;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/email-smart-routing-actions\/\">Email smart routing actions<\/a>) let you automate operations on invoices:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Search for invoice<\/strong>&nbsp;\u2014 searches an invoice by criteria and stores it in the&nbsp;<code>bill<\/code>&nbsp;variable, to be reused by later actions.<\/li>\n\n\n\n<li><strong>Pay an invoice<\/strong>&nbsp;\u2014 triggers payment of the invoice from the Smart Routing (typically in an automatic callback or reminder scenario). The available output branches cover every case:&nbsp;<em>Invoice not found<\/em>,&nbsp;<em>Payment successful<\/em>,&nbsp;<em>Failed payment<\/em>,&nbsp;<em>Payment refused<\/em>,&nbsp;<em>Payment stopped<\/em>,&nbsp;<em>Fraudulent payment<\/em>,&nbsp;<em>Instant payment succeeded \/ failed \/ canceled<\/em>,&nbsp;<em>Notification successfully sent<\/em>,&nbsp;<em>Payment via SMS link<\/em>,&nbsp;<em>Payment via email link<\/em>, etc.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When a payment is performed via a Smart Routing, the invoice timeline shows the event&nbsp;<em>IVR Payment<\/em>&nbsp;and the payment author becomes the Smart Routing icon (rather than an advisor avatar).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">10. Confirmations<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Payment confirmations<\/strong>&nbsp;sent to the customer after a successful payment are configured on the&nbsp;<strong>payment module<\/strong>, not on the invoice. Once configured, they apply automatically to every invoice using that module. See the article&nbsp;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/payment-modules\/\">Payment modules<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the invoice side, every confirmation sent appears as an&nbsp;<em>Event<\/em>&nbsp;in the timeline, which lets you reconstruct the full history of the case.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 10 minutes] Overview The&nbsp;Invoices&nbsp;module lets an advisor create an invoice for a customer, present it to them through the channel of their choice (typing the card directly into the Banner, SMS or email link, IVR during a call) and follow the payment from end to end. Every invoice&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[105],"ht-kb-tag":[],"class_list":["post-6685","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-using-ino"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/6685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=6685"}],"version-history":[{"count":3,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/6685\/revisions"}],"predecessor-version":[{"id":6725,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/6685\/revisions\/6725"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=6685"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=6685"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=6685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}