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Easy to create single or multiple invoices
A full record of payments received and outstanding invoices
Invoices can be sent to one or more email recipient
A Pay Now link to a secure hosted payment page displaying your business name and logo
Acceptance of all major credit and debit cards
Payments processed in real time with payment results clearly displayed to the customer
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Benefits
24/7 secure web based access to your Simple Invoice Payment Management System
More transparency about invoice details reducing payment disputes
Quick and easy for businesses to collect payments – get paid faster, save administration time and improve cash flow
A low-cost alternative to expensive accounting software
A secure and convenient payment method for your customers
Fully compliant with Payment Card Industry Data Security Standard (PCI DSS)
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Within your Payrix account, click on Simple Invoice Payments .
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Click then click Add New Invoice.
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In the Invoice Setup section of the page, enter details of the invoice.
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If your business is enabled for recurring payments (Direct Debit) you may select one of
your existing Payers as a recipient of the invoice which will populate the Payer Setup
fields automatically. To do this, click Select next to Payer #
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In the Select Payer popup, enter the Payer’s name, ID or contact details and click
Search. The results will be displayed in a new tab on your web browser.
To select the Payer record you wish to use, click the blue arrow icon next to the Payer
address field.
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Click on Simple Invoice Payments.
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In the Invoice Search section, enter the details of the invoices you are searching for, and
click Search.
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The results will populate below the search:
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Glossary of terms for Invoice Search fields:
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If an invoice is associated with an existing payer when it is added, then it is possible to
view sent emails for that invoice.
To view sent emails for a payer, click on payers.
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In the Payer Search section, enter the details of the payer you want to view sent emails
for, and click on Search.
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Click the Communication option on the sub-menu.
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In the System Generated Communication section, click the View Email link next to the
specific communication you want to view sent email for.
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To import one or more invoices from a CSV file, click on Imports.
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Select the Simple Invoice Payments CSV file type you want to import.
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Once you have selected the Simple Invoice Payments CSV file type, you can download an
empty template or sample CSV file by clicking the links below the file-type selectorfrom the Resource Centre Guide.
Select the Payment File to Import by clicking the Browse button, and choosing the CSV
file you want to import.
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Click on Check File to validate the contents of the CSV file.
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If the CSV file validates successfully, then click on Process File to import the
invoices.
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To export multiple invoices to a CSV file:
Search for the invoices you want to export, click the CSV Export icon at the right of
the webpage, just above the search results to start the download of the CSV file.
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Glossary of terms for Export File fields:
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