E-Invoicing is a MultiSafepay branded billing solution enables merchants to take full control of their credit management process, the payment process and of contact with their customers. Post-payment methods such as E-Invoicing are very customer-friendly, as they allow paying for a purchase after its delivery. MultiSafepay offers a complete set of tools for automatically sending invoices and payment requests to the customer directly from your webshop.
Once E-Invoicing is activated in your MultiSafepay Control, you will need to set it up correctly. Firstly, an action needs to be created. An action will be set as email, text or letter. Multiple actions will become a collection flow.
A collection flow needs to be linked to a website to be activated. When the collection flow is activated, E-Invoicing will be ready for use as payment method.
The layout and creation of the email template is entirely your responsibility. You can design the collection flow based on your preferences and personalization requirements. In our email templates, you can use the tokens between @@. Further information is available on our email template token page.
Each action needs to created following these steps:
Example plain body:
Date: @[email protected] Order number: @[email protected] Subject: your order with @[email protected] Dear @[email protected] @[email protected], Thank you for your order at @[email protected] Details of your order: @[email protected] We kindly request you to pay the invoice for @ DUE_DATE @. Complete your payment using the payment link below @[email protected] Use the following information for a bank transfer: IBAN: @[email protected] BIC: @[email protected] In the name of: @[email protected] Payment reference: @[email protected] Remember to mention the payment reference so that we can link your payment to the correct order. Kind regards, Your name Finance __ For questions about your order, please contact our customer service via 0208500500 or [email protected]
Now that the actions have been created, you can follow these steps to create a collection flow:
After creating the actions and setting the collection flow, you will be able to use E-Invoicing.
Good to know about the payment method E-Invoicing:
Every successful E-Invoicing transaction will be visible in your MultiSafepay Control under E-Invoicing -> Invoices. A clear overview on the outstanding transactions
You can generate a personalized E-Invoice in your MultiSafepay Control. Produce an E-Invoice in your account for your customer under E-Invoicing -> E-Invoicing Generator. The Invoice created will be sent to the email address supplied.
When E-Invoicing is being used for subscription payment, it is possible to generate a batch of transactions with the payment method E-Invoicing. Go to E-Invoicing -> Batches. Upload a file in .xls, .xlsx or .csv format. Use the template available in your MultiSafepay Control as example.
The transaction flow shows the different ways a transaction can be processed. This differs per payment method.
The order status indicates the status of the order, such as completed, pending or rejected. The order status is independent of the incoming or outgoing payment of the transaction.
The transaction status indicates the payment status of the transaction, such as completed, pending or rejected. Once the transaction status is completed, the amount of the transaction is added to your MultiSafepay balance.
|Order Status||Transaction Status||Description|
|Completed||Initialized||A successful E-Invoicing transaction has been received.|
|Shipped||Initialized||A Capture has been sent to E-invoicing, the transaction has been confirmed. An invoice will be send to the customer.|
|Shipped||Completed||Payout of an E-Invoicing transaction has been received and added to your MultiSafepay Control balance.|
|Declined||Declined||Transaction has been rejected.|
|Expired||Expired||An unfinished transaction will automatically expire after a predefined period.|
|Void||Cancelled||Transaction has been cancelled.|
|Order Status||Transaction Status||Description|
|Initialized||Initialized||A refund has been requested.|
|Completed||Completed||Refund has been successfully processed.|
The full API reference for E-Invoicing can be found here
Some rules may apply to certain payment methods. For E-Invoicing, the following rules apply:
Refunding more than the stated amount of the original transaction is NOT possible with E-Invoicing. More information is available on our refund more than original amount page
Successful E-Invoicing transactions have no expiring date regarding refunding, as long as the receiving bank is able to process the refund
Payments done through E-Invoicing are processed in Euros (EUR)
As a post-payment method, E-Invoicing has a different payment flow and therefore the setting of days or seconds active will have no influence. Full documentation can be found on our lifetime of a payment link FAQ page
As a rule of thumb, post-payment methods do not allow the use of a gift card by a customer when filling in the payment details (after the order has already been placed). This has to do with the accuracy of the order specifications, needed by the collecting party (i.e. E-Invoicing). Our platform would otherwise interpret the gift card as a discount (which is not present in the shopping cart specification) and would not reflect the right order information needed, for example, for taxation purposes. However, using gift cards for post-payment can be implemented as an option before placing the order (i.e. on your checkout page, before calling our API). It is the merchant’s sole responsibility to enable this feature. Failing to comply with this product rule might result in unexpected errors and unwanted complications.
Before applying to enable E-Invoicing, please check with your account manager at MultiSafepay if you are eligible for this payment method.
In order to enable E-Invoicing for your ecommerce platform, an application is required.
Submit your request by contacting your account manager at [email protected]
There are 3 ways to refund a E-Invoicing order in your MultiSafepay Control
In all three cases of a refund, only an amount will be refunded if a payment is linked to the transaction. If no payment is linked to the transaction, only a credit on the invoice will take place.
The order can be fully reimbursed by the refund option. Please follow these steps:
The order is cancelled.
The Transaction can be partially refunded in the checkout editor. Please follow these steps:
The transaction shows the credited page with the deducted amount added to the transaction. A new payment link is generated and sent to the customer with the adjusted invoice.
Instead of deleting a page in the checkout editor you may want to add a discount. Please follow these steps:
The discount is added to the transaction. A new payment link is generated and sent to the customer with the adjusted invoice.
In most plugins you can also refund. See the Plugin FAQ for more information.