Collecting & Recording Payments
Collecting and recording payments is effortless in YoPrint. In this article, we will go over the different ways you can accomplish this.
Recording Payment from the Sales Order
You can use this feature to collect payments when the customer is in-person or give you the payment information over the phone. This is also performed for recording payment outside our payment processor integration like cash or check
- Navigate to https://app.yoprint.com/sales-order/
- Select and View the Sales Order for payment records.
- On the right side of the Sales Order under Payments, click on the desired payment method.
Recording Payment from Customer Portal
YoPrint comes with a customer portal to allow your customers to make payments online. Any payments made using the customer portal will be automatically added to the corresponding Sales Orders. Your customer can make a payment using the following method.
- Navigate to the customer portal dashboard.
- Select the Sales Order / Quote and click Make Payment.