How do Proforma Payments work?
The default for all in Sellar (if they are signed up to Sellar Credit or set up with terms by being added to your Customer List) is a proforma payment.
When choosing this at checkout or placing an order for your Customer, you will see the following options:
Card Payment at Checkout
Order paid for at checkout, nice and simple.
When placing the order, your customer can enter their card details or use a saved card to pay for the order at checkout. We will mark the order as paid and Stripe will pay you the money.
If you don't have Stripe integrated with Sellar, find out more here.
Request a Proforma Invoice
The order can be paid for after checkout using a card or bank details.
If your customer doesn't have a payment card to hand or you are placing the order on their behalf, a proforma invoice can be sent with two payment options.
Based on their saved payment preferences, the 'Send a card payment link' option will be toggled on or off. They can also choose per order if they would like an invoice or toggle on the card payment link.
Payment Link - They can pay the invoice using a card at any time using the link sent to their email.
Invoice - They can pay using BACS and your bank details in Sellar. This is sent to the customer based on your invoice settings.
What are Payments Links?
What do I expect my Customer to reieve when I send one or they request one?
These are sent via email and contain details of the of the order and a link to make a payment for the order with a card. But these also contain your bamk details if they prefer to pay by BACS.
Anyone with the link can make the payment with a card; they don't have to have a Sellar account. Your Customers may have alternative invoice emails set up, meaning whoever pays the bills will receive these emails and the link.
If you or a customer wants to switch to a card payment, you can do so at any time in Sellar. To send a payment link to your Customer on the order, click 'Send a payment request'
Sending an invoice
If you want your customer to pay manually with an invoice, when does it get sent?
Invoices are generated and sent automatically from Sellar, based on your invoice settings. Your settings will be set to send and calculate due dates based on when the Sellar Order gets to one of the following statuses:
Order Finalised
Order Dispatched
Order Delivered
Your Customers can also access invoices in Sellar at any time, even before this stage, by clicking the three dots in the top left of the order, then 'Access VAT invoice'