Your client’s experience · 2 min read
How clients pay a shared invoice
Walk through a client’s online payment experience.
Before you start
The business must have online payments ready and the invoice must have an eligible unpaid amount.
Step by step
Open and review the invoice
Use the shared link and check the invoice number, scope, total, payments already received, and remaining amount.
Choose the available payment
Use the offered payment action for the unpaid invoice or installment. Review the amount and any disclosed fees.
Complete checkout
Choose an available method and finish the payment provider’s checkout. Do not close the flow before receiving its result.
Check confirmation
Return to the document and confirm the payment status. If the result is pending or unclear, check with the sender before trying again.
What happens next
A successfully processed payment updates the invoice payment information. An abandoned or failed attempt is not recorded as collected money.
Good to know
If online payment is unavailable, contact the business for its accepted payment instructions. Do not enter the same payment again while checking an uncertain result.
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