Process an Invoice
Learn how to Process Invoices in Maica
How do I Process an Invoice?
In Maica, you can only process payment for an Invoice using the Stripe Payment Integration. Please see below for more detailed information on the steps involved in processing an Invoice using Stripe.
In order to process invoices using the Stripe Payment Integration, you first must have Stripe configured. To learn more about how to configure Stripe in your Maica instance, click here.
Stripe Payment Integration
The Stripe Payment Integration in Maica allows you to process Invoices directly through Maica using Stripe. In Maica, there are two options for processing an Invoice, these include:
The first choice is handy if your Participant has disclosed a Payment Method and consented to be charged with your organisation, while the second option is useful if they have not.
Please see below for more detailed information on each step in order to process an Invoice.
Charge the default payment method associated with the Client
1. Set up Payment Methods
Firstly, you must begin by setting up Payment Methods for each required Participant(s). 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.
You can add multiple payment methods for each Participant(s). If there are multiple payment methods, you can toggle the default.
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 Participant(s). If you have one, please enter it in the Stripe Customer ID input in the Participant Record, 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.
2. Toggle Default Payment Method
In order to Toggle the Default Payment Method for your Participant(s), 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.
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.
3. Process an Invoice
Once a Payment Method has been added and the Participant has a Stripe Customer ID, the Payment Method is ready to be charged and hence associated Invoices 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 here.
To begin processing an Invoice, first navigate to the required Invoice 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 Default Payment Method set on the Participant record. This is useful when the payment is coming directly from the Participant.
Once done, Maica will take you to a confirmation page where you can confirm your payment. Once confirmed, the Invoice will automatically update and populate the Stripe Payment Information with a Stripe Invoice ID, Stripe Invoice Link and Stripe Dashboard Link, as shown below.
Your Processed Invoice can be accessed directly from Maica by clicking on the Stripe Dashboard Link or Stripe Invoice Link.
2. Generate the hosted Invoice link
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.
Please note, in order to send an Invoice link, you must still have the Stripe Integration Configured.
If your Participant has set up a Payment Method (as above), you can still Process an Invoice through a hosted link if you desire.
You do this by selecting the Process Invoice Quick Action located on the associated Invoice, and selecting Generate the hosted Invoice link.
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 Invoice will automatically update and populate the Stripe Payment Information with a Stripe Invoice ID, Stripe Invoice Link and Stripe Dashboard Link.
Your Processed Invoice can be accessed directly from Maica by clicking on the Stripe Dashboard Link or Stripe Invoice Link.
What happens next?
After your Invoice has been Processed, Maica will generate a payment record. This is the payment that has been used to process the associated Invoice. This record sits within your Invoice record under Payments, as shown below.
The Payment Record holds all the information from the Invoice including Type, Source, Date, Amount , Invoice Number and more.
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