Working with Invoices

Ensure that you've supplied an email template to Vindicia Client Services.
Ensure that you've supplied a custom invoice template to Vindicia Client Services or notified that you'll be using the default Vindicia Invoice Template.
If Dunning notices are to be used, ensure that you've supplied a Dunning Notice template to Vindicia Client Services

Invoices/ billing statements are created as part of a Subscription. To ensure that invoices/billing statements are created as part of a Subscription:
1. Access the accounts from Billing > Accounts.
  The Accounts page appears.
2. Search according to relevant key details such as the customer's email, ID or date account created and click Apply.
  The list of relevant accounts appears.
3. Click the Account listing ID field.
  The specific account page appears.
4. Click the New Subscription button in the Actions panel.
  The New Subscription page appears.
5. In the Subscription Details pane, make sure to to select the Invoice Format to send, whether sending an invoice/billing statement as an Attachment or Inline as HTML in an email.
6. In the Subscription Details pane, make sure to to select the relevant Invoice Template to use for either billing statement or invoice.
7. In the Subscription Details pane, the Net Terms defines the number of days before a payment is processed that a billing statement will be sent to the customer . For Merchant Accepted Payment payment method, it defines the number of days after the billing date that the Invoice will be due.
8. In the Account pane, to generate an invoice make sure to select the Merchant Accepted Payment value in the Payment Method field .
9. Complete the Subscription fields and click Save.
  The Subscription is created and an invoice is also created and associated with the subscription and the account.
To find the relevant existing invoice and manage it:
1. Access the invoices from Billing > Invoices.
  The Invoices page appears.
2. Search according to relevant details such as the customer email, customer name or created date window, then click Apply.
  The list of relevant invoices appears.
3. Click the relevant invoice listing ID field.
  The specific invoice page appears.
  
  Note: Each pane displays 10 entries by default.
View and understand the account data. Refer to the tables below for guidance regarding the fields.
To download and view a saved PDF image of the generated invoice, click View Image button in the Actions panel.
For an existing Invoice, you can make a payment to it by clicking the Make Payment button that appears on the Actions panel.
For an existing invoice, you can cancel the debt of this invoice by clicking the Write-Off button that appears on the Actions panel.
A confirmation message appears, click the Continue button.

Note: Writing off an invoice is a permanent action that can't be undone.
For an existing Invoice using the Merchant Accepted Payment payment method, you can reverse a payment by clicking the Reverse Payment button that appears on the Actions panel.

Note: The Reverse Payment button is visible only if the selected invoice has one or more captured or authorized transactions with Merchant Accepted Payment payment method.