Process an Invoice
Learn how to Process Invoices in Maica
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Learn how to Process Invoices in Maica
Last updated
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In Maica, you can only process payment for an using the Stripe Payment Integration. Please see below for more detailed information on the steps involved in processing an using Stripe.
The Stripe Payment Integration in Maica allows you to process directly through Maica using Stripe. In Maica, there are two options for processing an Invoice, these include:
Please see below for more detailed information on each step in order to process an .
Firstly, you must begin by setting up Payment Methods for each required . The integration allows you to establish a new Payment Method directly from your Participant record. You can begin adding Payment Methods by selecting your Participant record, then clicking the Stripe Payment Methods
button, as shown below.
Alternatively, click the Create a New Stripe Customer
button, and Maica will automatically sync with Stripe, create a Stripe Customer ID
using the related payment method, and populate this field for you.
Once a Stripe Customer ID
has been provided, you will be able to add Payment Methods. The supported Payment Methods are Credit Card
and/or Direct Debit
.
After Payment Methods have been added, Maica will display the following on the Participant(s) record.
Simply select which Payment Method you would like to be Default and close the pop-up. Your default Payment Method will be displayed in the Payment Information
section of the Participant record, as per the screen above.
If your Participant has not disclosed a Payment Method with your Organisation or they would rather process an Invoice themselves directly, you can send them a Stripe Hosted Invoice Link for any Invoice they are associated with. This option will provide the URL for the Stripe hosted invoice page, which allows the Invoice Recipient to view and pay the Invoice directly.
You do this by selecting the Process Invoice
Quick Action located on the associated Invoice, and selecting Generate the hosted Invoice link
.
After clicking the Stripe Payment Methods
button, and before you can add in any Payment Methods, Maica will first prompt you to provide a Stripe Customer ID for the selected . If you have one, please enter it in the Stripe Customer ID
input in the Participant Record
, as shown below.
In order to Toggle the Default Payment Method for your , simply reselect the Stripe Payment Methods
button after a Payment Method has been added. This allows you to choose between any associated Payment Methods, or, a new Payment Method, as shown below.
Once a Payment Method has been added and the has a Stripe Customer ID
, the Payment Method is ready to be charged and hence associated are ready to be processed.
Invoices can be processed manually or using Maica automation. This article illustrates an Invoice being processed manually. To learn more about Invoice automation, click .
To begin processing an , first navigate to the required then click the Process Invoice
button in the top right corner of your interface, as shown below.
Once you click the Process Invoice
button, Maica will display a custom UI pop-up, simply select Charge the default payment method associated with the Client
. This will charge the set on the Participant record. This is useful when the payment is coming directly from the .
Once done, Maica will take you to a confirmation page where you can confirm your payment. Once confirmed, the will automatically update and populate the Stripe Payment Information
with a Stripe Invoice ID
, Stripe Invoice Link
and Stripe Dashboard Link
, as shown below.
Please note, in order to send an Invoice link, you must still have the .
Once the link has been issued and the Invoice has been processed, a Stripe Customer ID
will be populated for the Participant so you can identify them in both Stripe and Maica. Additionally, once processed, the will automatically update and populate the Stripe Payment Information
with a Stripe Invoice ID
, Stripe Invoice Link
and Stripe Dashboard Link
.
After your has been Processed, Maica will generate a payment record. This is the payment that has been used to process the associated . This record sits within your Invoice record under Payments
, as shown below.
The Payment Record holds all the information from the including Type
, Source
, Date
, Amount
, Invoice Number
and more.