How to Take Payments

Manually process unpaid invoices

Learn how to take payments by manually processing unpaid invoices.

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Before taking manual payments, make sure your store is set up to process automatic payments.

Opening an invoice

The first step is to open an invoice.

  1. Log in to Upmind.
  2. Click Orders on the left menu.
  3. Click the Orders list menu tab.
  4. Click the unpaid invoice you want to process.
  5. Click the Pay now button.

Processing a payment

  1. Select a payment method.
  2. Fill the fields.
  3. Click Pay.
Click unpaid invoiceClick unpaid invoice

Click unpaid invoice

  • Upmind automatically changes the invoice status to Paid and sends the client an email notification.
Upmind changes invoice status to PaidUpmind changes invoice status to Paid

Upmind changes invoice status to Paid


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