Invoicing

Create and email professional invoices so that your customers, wherever they are, can pay you faster. Use the PayUmoney Invoicing solution to create, send and manage invoices.

PayUmoney helps merchants send Invoices to customers through email and SMS or through any medium of merchants choice.  All payments are processed through a PCI DSS compliant PayUmoney Checkouts. Customers with a PayUmoney account can log in and pay with PayUmoney Wallet and saved cards associated with the account.  Alternatively, customers can pay with a debit card or credit card and Net banking.

Where can you use this?

Abandoned carts

The merchant may send automated email/ SMS invoice to their customers who could not complete the transaction due to the many reasons like slow internet connection, bank’s page not responding, browser closed accidentally and so on.

Payment Schedulers

The merchant may write schedulers at their end and send automated email/ SMS invoice to its customers to collect payments using Payumoney APIs.

Pay on Delivery

The merchant can send SMS invoice to the customer’s inbox on the delivery of goods/ services and can request a payment at the time of delivery. Delivery person would be notified via SMS of successful payment. The customer now doesn’t have to worry about being short of hard cash at the time of delivery.

Social Commerce

A merchant may generate a payment link and share it on any media, thus providing the customer with an option to buy Service/Product instantly as marketing campaign reaches him.

Invoicing User Journey

 

Invoicing States

 

Once created, the invoice is in ACTIVE state. However, it can be marked INACTIVE or EXPIRED. Both these two states, won’t allow an invoice to get paid. You can switch an INACTIVE invoice back to ACTIVE state, however, the EXPIRED state is permanent and you have to create a new invoice again.

How to Integrate?

To use the Payumoney Invoicing, you must have a merchant account with PayUmoney and should know your key & salt available on the PayUmoney dashboard. You have to generate a static authorization header in the dashboard on the Integration Setting page.

To create an Email/SMS Invoice or a payment link,

  • Pass the static authorization header in the header parameter of Create Single Invoice API.
  • Call the Generate Signature API with the same static Authorization Header and generates a signature. The mandatory parameters that are required to generate a signature are MID, salt, and subAmount.
  • Pass all the necessary request body parameters as mentioned in the API reference for Create Single Invoice API.

Once the customer pays the Invoice, he/she will be redirected to the PayUmoney buyer dashboard where they can check the payment response and invoice history.

To search for Invoices that were created earlier, check API reference for Search Invoice API.

  • You can integrate the Search Invoice API by passing the static Authorization Header available in the dashboard in the header parameter.

To edit status for an invoice, check API reference for Manage Invoice API.

  • You can integrate the Manage Invoice API by passing the static Authorization Header available in the dashboard in the header parameter and the invoice number in the endpoint.

As a merchant if you want to update the payment status of an Invoice, you may:

Features Supported

Features Description
Email & SMS Invoice Creation Payment links can be created and send via SMS or/and Email
Expiry Date and Time Merchant has the flexibility to set Expiry Date and Time of a payment link. The default expiration of a payment link is set to 45 days from the day of creation
Re-Usable Payment Links Merchant may set limits on maximum number of times a payment link can be used for successful payments
Copy and Share/Send Payment Links Merchant may collect payments from multiple customers using the same payment link
Basic Tax and Shipping Charge Support Merchant can add overall Tax and Shipping Charge during payment link creation. The Customer can view the breakage of their total amount before paying on the intermediate page
Custom Parameter Support Merchant can add user defined parameters like customer ID etc, that can help them reconcile their payments. It also helps customers give more context to the payment request sent by the merchant
Invoice Status Edit Merchant can edit the status of an invoice. There are three statuses for a payment link. ACTIVE, INACTIVE and EXPIRED.  An ACTIVE invoice can be made inactive or expired.  An INACTIVE invoice can be made active.  An EXPIRED invoice can not be changed
Search Invoices Merchant can search an invoice or a set of invoices by date range, status, invoice ID, invoice description, amount and payment link
Return URL Configuration Merchant can set Success URL and Failure URL through Invoice APIs while creating and sending the payment link. Upon successful or unsuccessful payment, merchant will get redirected to the respective URLs

Payment Modes Supported