Send a Stripe invoice to pay later in Jovvie Point of Sale

Use the Invoice payment method when the customer wants to pay later instead of at the counter. The register saves the order and emails the customer a link where they can pay. The order stays Pending payment until the customer pays.

Stripe only

Invoices use your connected Stripe account. The Invoice payment method only appears after Stripe is connected. It is not available with NMI. See Stripe and NMI: what’s different.

Before you start

• Stripe is connected and Invoice is turned on. See Set up invoice payment terms.
• The customer has an email address. You add the customer to the order before you send the invoice.
• The cart has at least one item. See Find and add products.

Send the invoice

1. In the cart, tap Checkout.
2. If a tip screen or a Points & Rewards screen opens, complete it first. See Accept a tip and Redeem Points and Rewards.
3. Under Select Payment Method, tap Invoice.
4. Next to Send to, check the customer and email address. If no customer is shown, tap Select customer and choose or add the customer. To use a different customer, tap Change.
5. Under Terms, check the selected term and the due date next to it. If more than one term is offered, tap the term you want.
6. If you chose a custom due date option, pick the date. It must be within the next year. Otherwise you see Pick a date within the next year.
7. Tap the pay button. By default it shows Pay and the amount.

The register saves the order and queues an email with the payment link for the customer. The screen then shows Invoice sent to and the email address, the term and due date, and that the order is pending until the customer pays. Tap New Order to start the next sale.

Invoice sent to does not confirm that the email was delivered. If you see a message starting with Email failed:, or the customer does not receive the email, see Resend an invoice.

If you tap the pay button with no customer email, you see Add a customer with an email address to send an invoice. and the customer list opens. See Add a customer to a sale.

After you send the invoice

The order stays Pending payment until the payment is confirmed. When the invoice becomes due, Jovvie schedules the payment link to be cancelled. The due date alone does not confirm that the link was cancelled or whether the customer paid. Before you send a new link or take the payment another way, confirm that no payment succeeded and none is still processing.

• To check whether the customer paid, see Follow up on an unpaid invoice.
• To send the payment link again, see Resend an invoice.
• If the customer comes back to pay in person, see Take an invoice payment another way.

Refunds

You can refund a paid invoice from the register. The money goes back through Stripe. See Refund an order in the register.