How To Pay An Invoice Online

Topics covered in this tutorial:

• The process for your clients to view and pay their invoices online.

Tutorial Video Transcript

In this tutorial I'm going to show you how your clients can pay their invoices online.

So on screen here you can see I have an invoice and the invoice number is 0010, and the invoice date is the 28th of June 2017.

So armed with that information a client can pay this invoice online.

Now, they can do this without needing a login, all they do - I have an open tab here - is go to the URL of your MIDAS system forward slash pay, and they'll then be presented with a screen similar to this asking them to input their invoice number and invoice date, and optionally may also require their email address.

So we'll put the invoice number in here - MIDAS0010, and the invoice date is the 28th of June, and we click "Pay Invoice".

MIDAS then displays the invoice along with payment methods which are configurable within MIDAS.

So for this example, we'll select payment by credit card.

We enter the cardholder's details so "John Smith", card number - now again this is just an example card for the purposes of this tutorial, the card expiry date, the security code on the back of the card, and our email address, and then click "Pay Invoice".

And you'll see we get confirmation at our payment has been received, and we'll also get an email receipt in the process.

So that's how quick and easy it is for your clients to pay their invoices online.

When they do this as well, MIDAS will automatically update the invoice status within the system itself.

So if we go back to our MIDAS tab, and let's refresh this invoice.

So we go back to our invoicing screen there's invoice 10 - click that - and you can see the status is now updated to be "Paid in full".

Thanks for watching and be sure to check out some of our other video tutorials online.