In this tab, you can define the behaviour to handle invoices for this profile.
Configure how booked invoices are handled and the options the customer has in order to pay the invoice.
Send the invoice when a new invoice is booked:
The invoice is automatically sent to the customer when a new invoice is booked.
Include the PDF invoice as attachment to the invite email:
The invitation to pay is sent by email only when the document (pdf) for that invoice is available.
Note: The invitation is not sent automatically when adding the PDF afterwards, you will need to do a manual invitation.
Show invoice history (3 months):
On the payment page, the customer can get a list of invoices from the past 3 months using the history button.
Allow the customer to ask a question regarding the invoice:
On the payment page, the customer can send a question using the chat button.
Add QR code on payment page to scan from mobile device.:
QR code is added on the payment page, so mobile users can scan this and proceed on their mobile device. This is a simple redirect to the payment page itself.
Display a popup on the payment page for customers without email address.:
Customers without registered email address will directly be prompted to register one on opening the payment page.
Notify the debtor that an invoice has been delivered via Peppol:
Debtor will receive mail (see settings profiles, E-mails: invoice via Peppol)
Define the available options to pay the invoice.
Allow direct payment via link:
Activate this option if you have an integration with a PSP and want to offer your customer the option to pay your invoice directly through your PSP.
It is possible to select specific payment methods you want to offer (bancontact, visa, ..) to the customer.
This will retrieve and and activate supported payment methods from the PSP. Once fetched, disable payment methods if needed. This option is available depending on your payment service provider
This allows you to customize the message and reference passed to the PSP.
Here you can define a custom message that is displayed on the payment page of the PSP.
You can combine text and invoice attributes.
The full message is passed to your payment service provider, this can be useful when doing reconciliation and you need specific invoice references to be able to reconcile.
Possible attributes are:
{{TITLE}}: The invoice title{{REF}}: Your custom reference to the invoice{{ID}}: The invoice guid{{NUMBER}}: The invoice number{{REMITTANCE}}: The remittance of the invoiceExample: "Your Order {{NUMBER}} with our reference: {{REF}}".
Here you can define a custom reference that is passed as such to your PSP. You can combine text and invoice attributes.
The attributes you can use are the same as for the Payment message.
Depending on your PSP this reference will be passed to a different parameter on their end:
Activate this option if you want to allow your customer to sign a Direct Debit mandate, so the invoices can be paid automatically.
When activated you have additional options:
Allow the customer to select his collection date:
The requested collection date to collect the transaction can be selected by the customer.
Keep invoice in pending state if direct debit fails:
The invoice will remain in the state 'In progress' even if the direct debit failed, normally the invoice would go back to a booked state.
Collect the invoice ... days before due-date:
Use this option to either send invoices to the bank on the due-date when set to 0 days. Or set another amount of days to send the invoices to the bank before the due date.
Here you can define a custom message that is used on the transaction.
You can combine text and invoice attributes.
The full message is passed to your bank, this can be useful when doing reconciliation and you need specific invoice references to be able to reconcile.
Possible attributes are:
{{TITLE}}: The invoice title{{REF}}: Your custom reference to the invoice{{ID}}: The invoice guid{{NUMBER}}: The invoice number{{REMITTANCE}}: The remittance of the invoiceExample: "Your Order {{NUMBER}} with our reference: {{REF}}".
Here you can define a custom reference that is used on the transaction. You can combine text and invoice attributes.
The attributes you can use are the same as for the message.
Activate this option if you want your customer to be able to pay by manual transfer. The invoice will be marked as paid once the money has been transferred to your account (the one specified in the Payments tab).
In order to mark the manual transfer as paid in Twikey;
When activated you have additional options:
Use different account number:
On the payment page, display a different account number than the one of the current profile for the wire transfer option.
Show the banks that allow payment via QR in direct payment:
This will display supported banks and can be used to directly scan a QR in that bank app.
For more information about your invoices, please read Managing your invoices.
To know what your invoice page looks like from the customer point of view, see What invoices look like for your customer.
You can opt to have 4 automatic reminders for invoices that are sent each after a specific amount of days after
the due-date of the invoice. A pre-reminder and reminder to controller-users can also be configured.
For more information about or to enable and configure this function please contact your Business Support Agent.
The following automatic reminders for your profile can be configured:
For more information on how to change the content of the invite and reminder emails, check the Managing your emails pages.