Invoicing
Invoicing is a section in your Merchant Profile that allows you to:
- создать счёт в виде ссылки, смс, письма или QR-кода,
- create invoices and send them via email or text message
- view the payment status of any particular invoice, cancel an invoice, make a list of buyers and products.
If you don't have the Invoicing section in your Merchant Profile, you can create an additional store specifically for invoices by sending a request to our manager.
- Log into your Merchant Profile, navigate to Invoices to clients and click Create invoice.
- You will see a form for creating an invoice. Specify the type of invoice: via email, text message, or a link.
What the form looks like
- Если хотите, чтобы счёт можно было оплатить сколько угодно раз — поставьте галочку на пункте Нужен многоразовый счёт. Это удобно, если вы продаёте что-то (или оказываете услугу) по фиксированной цене.
- Укажите, как хотите отправить счёт: письмом, смс или в виде ссылки и QR-кода.
- Fill out buyer's details:
Full name — optional, email address — if you're sending the invoice via email, phone number — if you're sending the invoice via text message.
- Specify the names, prices, and the number of products.
- If necessary, you can set the expiration date for the invoice: the payment button will stop working after the set date. You can also add a message for the buyer in the form of a comment.
- If you created an invoice via email or text message, click Send invoice, and it will be immediately sent to your client. If you created a link, click Create invoice, copy the generated link, and send it to the client via chat.
- All created invoices are saved in the "History" tab of the Invoicing section. You can view the invoice number and its status, cancel or repeat the invoice.
What's next:
If the client received the invoice via email, they will be able to check the order within the email, click Pay, and pay the invoice using any convenient way. You will receive the payment notification.
Как выглядит письмо-счёт
If the client received the invoice via text message or chat, they will be redirected to the page containing the list of ordered products upon clicking the link in the message. After checking everything and clicking Checkout, they will be able to pay the invoice using any convenient way. You will receive the payment notification.
Как выглядит счёт по ссылке
Если клиент получит счёт в виде QR-кода**, то отсканирует его и попадёт на на страницу со списком покупок, где сможет выбрать удобный способ оплаты.
If you're selling something at a discounted price, you can show it in the invoice. The buyer will immediately see how much they'll save.
How to issue an invoice with a discount
- Click Create invoice.
- Navigate to the invoice settings by clicking the gear icon on the right.
- Check the Product discount box.
- You will see the buttons for selecting the discount format (monetary or percentage) and a field for entering the discount amount.
- Select the product and specify the price without discount as well as the discount amount. Total price will be calculated automatically.You need to indicate a discount for each product individually. If you'd like to keep the price for some of the products, leave the Discount amount field empty.
Example of an invoice sent to buyer:
Example of the displaying the discounts in Invoice history:
Those who use the YooMoney solution for 54-FZ and send the receipt data to the online sales register will have to fill out a few additional fields when creating an invoice.
The additional information won't be displayed to the buyers as it's included only for creating the receipt to comply with the law.
VAT — just specify your rate.
Payment subject — category of goods and services that you sell ("payment subject attribute" from the law). You can omit it, but it's a requirement by law since 1 January 2019.
You can select values:
- Product
- Excisable goods
- Job
- Service
- Gambling bet
- Gambling winnings
- Lottery ticket
- Lottery winnings
- Intellectual property
- Payment
- Agent's commission
- Property rights
- Non-operating income
- Insurance fee
- Sales tax
- Resort fee
- Several options
- Other
Payment method — category of the method you use to accept payments ("payment method attribute" from the law). You can omit it, but it's a requirement by law since 1 January 2019.
You can select values:
- Prepayment
- Partial prepayment
- Advance payment
- Full payment
- Partial payment and loan
- Loan
- Loan repayment
From July 1, 2019, when making payouts for gambling or lottery winnings and accepting insurance premiums, you need to transfer additional customer data in the receipt: full name and INN/TIN (or full name and passport number, if there is no INN).
To transfer customer data, go to settings during invoice creation and check the box at the bottom.
New fields will be added to the invoice: Customer and INN. Fill them out with the rest of the fields.
If the customer does not have an INN/TIN, leave the corresponding field empty, and enter their full name and passport number separated by a space in the Customer field. Example: Ivanov Ivan Ivanovich 0077123456
If you always sell the same product range, you can set constant values for Payment subject and Payment method, and they will apply to all invoices.
- Click Create invoice.
- Navigate to the invoice settings by clicking the gear icon on the right.
- Select the preferable values. They will appear in this invoice as well as all of the following invoices.
- To hide the fields in the form, Check the Don't show when creating an invoice box (you will see it after filling in the fields). They won't be displayed again. You can change the values or unhide the fields right there in the settings.
If you reissue such invoice, all of the values specified in its settings will remain, but you will be able to change them.
By default, when you create a new invoice, the number is generated automatically. If necessary, you can assign any number to the invoice, for example, the order's number in your system.
- Click Create invoice.
- Navigate to the invoice settings.
- Check the box next to the Custom invoice number item.
Done. The invoice creation form now includes a new field for entering a number. This number will be displayed to the buyer when they receive the invoice.
View the Invoices to clients tab: you will see a list of your issued invoices. Each invoice has the status indicated to the left of the amount.
Additionally, all paid invoices appear in the list of payments: enter the invoice number in the Transaction, order, buyer and click Search. If the invoice is paid, this payment will be in the list.
Invoice history includes a search field. Enter some information about the invoice: invoice number, part of the phone number or email, customer's name, or the product name. After that, click Search, and the service will show you all the invoices containing these details.
If the invoice status is Sent, you can cancel it at any time.
You need to:
- View the Invoices to clients tab.
- Find the required invoice in the list.
- Click the crossed circle (to the right of the amount).
- Confirm the cancellation.
Now, when the customer follows the link, they will see an error message instead of the invoice.
If you need to create an invoice that does not differ from the one already issued (or differs very little), you can repeat it. Use the Reissue invoice button: two arrows to the right of the amount.
- View the invoice list.
- Find the invoice you want to reissue and hover over it. You will see the icon with two arrows. Click it.
- This opens a new invoice creation form, already filled out with all the details.
- You can edit them if needed.
That's it. You can send the invoice in the usual manner