When viewing a company record within Business Hub, there is an option to request payment from the company for any invoiced orders that have an outstanding balance. Clicking on the option will list all outstanding invoices. You will be able to choose which invoices you want to request payment for and send a pre-configured email containing a link to view the invoices and pay online. The email will be sent to the company contact with the Payment role.
To request payment from a company:
- Log into your DecoNetwork website.
- Browse to Business Hub > Companies.
- Click View to load the company you want to request payment from.
You can also click on the company name to load the company record.
- Click on request payment.
The Request Payment popup will be displayed, listing all outstanding invoices for the company.
All invoices will be selected by default.
Business Hub orders can be manually marked as invoiced (from the Order page) or are automatically marked as invoiced when they are marked as shipped. Storefront orders are always marked as invoiced.
Note that only invoices for orders placed by contacts that have been assigned to the company from the Company page will appear in the list. Specifying the company name for a customer under the customer details from the Customer page will not assign the customer to the company. So, although a customer might have the same company name as the company you are requesting payment from, the customer is not officially a company contact if not assigned through the Company page. (Read the Add contacts to a company help article for instructions on how to assign contacts to a company).
- Optionally, untick all the invoices you do not want to request payment for.
- Enter a custom message in the Message box. (Optional)
- Click okay.
The payment request will be sent to the email address(es) listed for the company contact(s) that have the Payment role.