Payments

Requesting Payments

You can request or add a payment to quotes/invoices in Printavo.  Requesting a payment is done via our payment processors and your customers can securely pay online. 

1. Click on the invoice you'd like to request payment on
2. Click Payments/Expenses
3. Click + Payment Request
4. Enter the amount you'd like to request and hit Submit

An invoice will be automatically marked as PAID once full payment has been received

Note: If the order is changed, we do not adjust the amount requested. You will need to request a new payment. 

1. Click on the invoice you'd like to add a manual payment to
2. Click Payments/Expenses
3. Click + Payment
4. Enter the amount you'd like to request and hit Submit

How to collect in-person payments

There are two ways in which you can collect in-person payments. 

The first way you can collect is to Manually Type in the Card
1. Open the associated order
2. Add a payment request
3. Click More Actions > Public Invoice View
4. Click the green button in the top left-hand corner
5. Manually enter the card info

The second way you can collect is to Sign up with Square - Please refer to the following article on how to use Square with Printavo.

How do I use Square with Printavo?

Printavo works seamlessly with Square.  When payments are collected via Square, they are automatically added to an invoice you specify in Printavo.

Head to My Account>Accept Payments to connect your Square account. 

Setup a webhook in Square and add your square API to Printavo.

Then, accept payments via Square by adding the invoice number in the Note section of Square. (ex: "#123").

Payments will then be automatically added to your Printavo account, that’s it! 

Is there a minimum payment request amount?

There is a $2 minimum payment request amount on all invoices.

How to set payment reminders

You can easily add reminders depending on how many days later you want to remind the customer. Reminders will stop sending once the payment request has been paid for. Here is a great video explaining how you implement reminders:

Can I remove payment requests and payment reminders?

Once you make a new payment request it will replace the old request and any reminders associated with the old request. If you are not needing to communicate with the customer you can send yourself an email.

Will payment reminders still be sent once the invoice is paid?

Once a payment request has been completed, subsequent payment reminders will not be sent to the customer. 

Can my customer pay for multiple invoices with one online payment?

At this time, your customer can only pay one invoice at a time online through Printavo.

If the customer pays outside Printavo, there is a way for you to apply the payment on multiple invoices:

1. Head to the customer you would like to apply the payment to and click on New Payment
2. Add a transaction date and category to each payment
3. Click Submit

Watch this video for a more detailed explanation: 

My customers can't see the pay button, what's wrong?

To request payment, you'll need to:

1. Head to an invoice you'd like to request payment on
2. Click Payments > Request Payment and enter an amount
3. Only then will the Pay Amount button be visible to receive payment from the customer

How can I add multiple email addresses to payment requests?

To add multiple email addresses to a payment request, you may CC someone by clicking on the CC button on the payment request or you may add multiple email addresses into the To field, separated by a comma. It should look like this:

How can I add multiple phone numbers to a payment request?