The payments features in IncoDocs allows sellers to share invoices to buyers so that they can click to pay via Credit Card.
To get setup for buyers to pay your invoices online, follow these steps:
Step 1: Setup your Stripe account
Note: Make sure you allow pop-ups on your internet browser. We recommend using Google Chrome.
From IncoDocs, go to Settings > Online Payments then click 'Set up Now'.
You will be taken to the IncoDocs + Stripe setup page. From here you can enter your email address to either:
1) Setup a new Stripe Standard account
2) Link an existing Stripe account
Identification (ID) Verification
During this setup process, you may be required to upload a form of government-issued ID to support the verification process as required by the Know Your Customer (KYC) financial regulations. Please ensure the ID provided is within its expiration date and the image quality is clear and readable. If you want to upload a drivers license, you will need to upload the front first and then the back in two separate files. For more information regarding the upload format for this ID, refer to Stripe’s support article.
When you have completed the application process, you will be re-directed back to IncoDocs, where the Stripe connection will show as 'Pending verification - Application under review'. Note that during the review process, you are still able to collect money into your account, so you can move onto the next steps of using IncoDocs.
Login to your Stripe account and turn on email notifications
After setting up your Stripe account, we suggest that you login and allow email notifications. Login at this link: https://dashboard.stripe.com/login Then click the 'Settings' Icon at the top right, click Emails, then turn on the Email slider notifications.
That's it, now you're ready to login to IncoDocs and share invoices to your buyers!
Step 2: Share invoices to your buyers through IncoDocs
Once your Stripe account is successfully setup, you can login to IncoDocs and share invoices to your buyers. After you have created an invoice, at the top of the screen click 'Send'.
Enter email address(es) and your message, then click 'Send'.
Note: You can also add attachments to the email by clicking 'Attach Files'.
Buyer Receives an Email
The buyer will receive an email with a link to your invoice. From there, the buyer can choose to:
Click to 'Download' or 'Print' the document
Click to pay the invoice by Credit Card (if the seller has connected their stripe account as mentioned above). When a buyer makes a payment, the seller and buyer will both receive an instant email notification.
Click to get setup with a Foreign Exchange FX provider, to enable them to easily make fast Telegraphic Transfer T/T payments directly to the seller's bank account.
Click to apply for Trade Finance (buyer or seller trade finance)
💬 Need help with IncoDocs?
Use the live chat in the bottom right of your screen, or email firstname.lastname@example.org to arrange a time to speak to one of our friendly team members to help you with IncoDocs.