Collect and Record Payments

YoPrint makes it easy to collect and record payments, whether in person, over the phone, or online. In this article, we’ll walk you through the different ways to manage payments in the system.

Collect Payments via the Customer Portal

YoPrint’s Customer Portal allows your customers to conveniently make payments online. All transactions made here are automatically recorded in the associated Sales Order.

How customers access their portal

1. Customers will receive an email notification whenever you send them a Quote or Sales Order for review.

2. The email includes a secure link that directs them to their Customer Portal dashboard.

3. From there, they can review their orders, approve quotes, and make payments.

Steps for making a payment

1. Log in to the Customer Portal dashboard.

2. Open the Sales Order or Quote you wish to pay for.

3. Click Pay Now.

4. Complete the transaction using the available payment methods (credit card, debit card, or other enabled processors).

Once the payment is confirmed, YoPrint automatically applies it to the correct Order.

Record a payment from the Sales Order

This option is best when you’re collecting payment in person, over the phone, or recording payments made outside of YoPrint’s processor integrations (e.g., cash or check).

1. In the Sales Orders page, select and open the order for which you want to record payment.

2. On the right side under Payments, click the + icon and choose the appropriate payment method.

3. Enter the payment details and record the payment. You can also apply a customer credit here.

The payment will be reflected in the Sales Order’s payment history.