Email Invoice
Email Invoicing is an online Checkout solution that enables merchants to accept and collect payments from customers by using the Maya Business Manager to send out invoices to customers via email.
Why our partners use this feature?
- Front-end channels like websites are not required. By using the Maya Business Manager, you can create new Invoice and manage the payment transaction between you as the Merchant, and your Customer.
- Easy Management. As a merchant, you can create new invoices, keep track and manage multiple payments via the Maya Business Manager.
- No expiry. Email Invoices are ideal for requesting payment over a long period of time on a per customer basis.
Want to automate?
The usual process is by using Maya Business Manager to send invoice payments. If you are looking to automate the process (e.g. use it for conversational transactions like chatbots or shop platforms), you may refer to Send Invoice Payments via API.
What will be the experience?
How to create an email invoice via Maya Business Manager
Step 1: Setup Maya Business Manager
First, setup your Maya Business Manager account.
Access our Maya Business Manager Tutorials here.
Step 2: Access the Maya Business Manager, click Invoice and Create New Invoice
From your Maya Business Manager, locate and click Invoices tab, here you will see a list of previous invoices. To create a new email invoice, click Create New Invoice button.
The electronic invoice of the Maya Business Manager will only be accessible for users who have permission to access this feature. Coordinate with your assigned Maya Relationship Manager to enable this functionality.
Step 3: Input the transaction information needed
Merchant to input all relevant transactional information in the Maya Business Manager along with the Buyer / Customer information. You will need to fill-out the following sections:
- Items for Checkout. This section defines the details of the items for checkout.
- Transaction Details. These are the supporting details of the transaction.
- Amount Computation. As a merchant you may identify additional fees. Computation will be automatically done by the system based on chosen currency.
- Invoice Number. Invoice number is equivalent to the reference number of the transaction.
- Transaction Date. Choose the date of the transaction.
- Currency. Choose the Merchant ID (ID) of preferred currency.
After saving the inputted details, status of the invoice will be updated accordingly.
Step 4: Input the customer information
The merchant shall input the customer’s information on the mandatory fields, example:
- First and last name of the buyer
- Email address
Step 5: Input the Terms and Conditions, and URLs (Optional)
Merchant to input all relevant transactional information in the Maya Business Manager along with the Buyer / Customer information. You will need to fill-out the following sections:
- Terms and Conditions. The merchant can fill up their Terms and Conditions Policy or indicate other notes for the transaction.
- Redirect URLs. There are URLs that redirect the customer to specific pages after payment. You can provide a link for successful and failed scenarios.
Default URL is https://www.maya.ph.
Step 6: Review the invoice and click Send
The merchant can preview how the invoice would reflect based on the customer’s perspective, and review accuracy of details.
Click Send once completed.
Optional: Get copy of the invoice link
From the Invoice Dashboard, find the Invoice transaction and click Copy Link.
You can copy and share the Invoice link via other communications channels as a message.
How customers pay for the invoice
Step 1: Customer to receive email invoice
The intended customer/recipient should be able to receive the invoice via email with the email body containing the details of the invoice. There will be a link/button that would redirect the Customer to the Merchant’s Checkout page for payment. The same email will also contain the attached PDF of the invoice.
Step 2: Customer to choose payment method
The intended customer/recipient to choose which payment option if via debit/credit card or the other e-wallet payments.
Step 3: Proceed with payment
Once the transaction is successful, the customer will be prompted to a success screen.
How to view pending and completed invoices
Maya will send you an email notification for successful payments. You can also review the payment details in Maya Business Manager Dashboard under the Transactions section.
For Maya Business Manager User Guide and Quick Links, you may refer here.
Updated almost 2 years ago