Receiving Payments

CloudOnex Business Suite provides multiple ways to receive and record payments from customers. This guide covers all aspects of payment processing and management.

Recording Payments

Manual Payment Recording

1. Navigate to the invoice:

   • Go to Sales → Invoices
   • Click on the specific invoice
   • Click "Add Payment"

2. Enter payment details:

   Required fields:
   - Payment amount
   - Payment date
   - Payment method
   
   Optional fields:
   - Transaction ID
   - Notes
   - Attachments (e.g., payment receipt)
   

3. Click "Submit" to record the payment

Payment Methods

Available Payment Methods

CloudOnex supports various payment methods:

1. Online Payments

   • PayPal
   • Stripe
   • Other payment gateways via plugins

2. Traditional Methods

   • Bank transfer
   • Check
   • Cash
   • Wire transfer

Configuring Payment Methods

1. Navigate to Settings → Payment Gateways
2. Available options:
   • Enable/disable methods
   • Configure gateway credentials
   • Set processing fees
   • Customize payment instructions

Online Payment Processing

PayPal Integration

1. Configure PayPal:

   • Enter PayPal email
   • Set API credentials
   • Configure IPN URL
   • Test connection

2. Customer experience:

   • Click "Pay Now"
   • Redirect to PayPal
   • Complete payment
   • Automatic invoice update

Stripe Integration

1. Setup requirements:

   • API keys
   • Webhook configuration
   • Currency settings
   • Payment methods

2. Features:

   • Card payments
   • Direct charges
   • Subscription handling
   • Refund processing

Payment Tracking

Payment Status

Monitor payments through:

1. Dashboard Overview

   • Recent payments
   • Pending payments
   • Failed transactions
   • Payment trends

2. Detailed Reports

   • Payment history
   • Transaction details
   • Payment methods used
   • Success rates

Transaction Records

Each payment record includes:

• Payment amount
• Payment date
• Method used
• Transaction ID
• Associated invoice
• Processing fees
• Notes and attachments

Customer Portal Payments

Enable Online Payments

1. Configure portal settings:

   • Enable payment features
   • Select payment methods
   • Set payment terms
   • Configure notifications

2. Customer features:

   • View invoices
   • Make payments
   • View payment history
   • Download receipts

Automated Processes

Payment Reminders

Setup automatic reminders:

1. Configure in Settings → Automation Settings
2. Set reminder schedule:
   • Before due date
   • On due date
   • After due date
   • Custom intervals

Receipt Generation

Automatic receipt features:

• Generate after payment
• Email to customer
• Store in system
• Attach to transaction record