Invoicecloud is a platform that allows your clients see, download and pay their invoices online. For the latter, you need to activate the integration to allow customers to choose their preferred method of payment via the services of Mollie and Stripe.
In this blog post you'll learn how to use the platform and how to set up the link with Mollie and/or Stripe.
- How to give your customers access to this platform
- General information on Mollie & Stripe
- Setup Stripe
- Setup Mollie
- Receiving payments from customers
How to give your customers access to this platform
As it happens with Cloudsign when sending quotations to your customers, the same can be setup when sending invoices via email to a customer: you can include in the email body a parameter that will be converted into a link when the customer receives it. Through this link the customer will arrive to his/her unique Invoicecloud platform, where he/she will be able to see all the current and past invoices and their statuses, he/she will be able to download them and pay them online (if you set up this integration).
To set up Invoicecloud, follow this steps:
- Navigate to Settings > Invoices > Templates for invoice letters
- Click on the + symbol
- Create your template and add the parameter #LINK somewhere in your email body. This parameter will change automatically to the sentence “Pay your invoice online” once you send the email to your client. Note: You can also use and/or edit the default templates that Teamleader has created already on your account.
General information on Mollie & Stripe
Mollie and Stripe are two online services that allow you to perform online payments. Using the link with Teamleader, it allows you to offer customers their preferred method of payment. You can set up both services via the Marketplace in your personal account, at the top right hand corner.
Stripe is an American company that specialises in online payments via credit card. If you don't have an account yet, don't worry. We've made it easy for you: you can create and link an account straight from Teamleader.
Stripe will ask you some questions regarding your company activity, bank data and your identity. After that, you only need to grant authorisation to Stripe and there you go; your account has been linked!
Just note: Stripe only accepts credit card payments. If you want to offer other payment methods as well, Mollie is your go-to-software!
Mollie is a Dutch company that provides an integration with most common payment methods. You can create an account via their website. Because payments are sensitive, creating an account can be an exhaustive matter. We'll guide you through the necessary steps right here:
1. Complete account information
After you've registered yourself on the website, Mollie will ask you to complete your account information. You'll have to provide them with some essential info about your company, such as:
- a VAT number
- a known person with the Chamber of Commerce
- a technical contact of your company.
- You'll have to agree with Mollie's terms and conditions before you can continue.
2. Create a website profile
Your profile at Mollie contains all of the data from the website you want to use to link with their services. Your website has to contain a few obligatory elements. If this is not the case, you won't be able to finish the integration. This is a checklist you can consult on the Mollie website as well.
Finished everything? Then Mollie will perform a check to see if all of the required info on your website is visible enough. Don't worry, this check is done pretty quickly. As soon as this has happened, you will find your API key on this page. We'll need this later on to finish the integration with Teamleader.
3. Activate payment methods
Finished step 1 and 2? Then it's time for the real thing: selecting your payment methods. Mollie offers a wide range of possibilities, such as iDEAL, PayPal, bank transfer... The payment methods you select here, are the ones that will turn up on Invoicecloud as well.
Mollie also offers the possibility for credit card payments, but Teamleader will not support this. For credit card payments, we'd like to refer you to Stripe.
Some payment methods (such as PayPal) require a separate account. Mollie provides the necessary steps to do this in most cases.
4. Activate payments
Last but not least: enter your account number to which Mollie can transfer all received payments.
Before Mollie can pay you your profits, you'll have to provide them with some info, such as:
- a copy of your passport
- the stakeholders
- your bank account number.
5. Link to Teamleader
In Teamleader, navigate to Integrations/Marketplace and search for 'Mollie'. The only thing you need to enter, is your API key.
Remember step 2? You can find that API key in your Mollie account at 'Website profile'. At the bottom of the page you'll find your unique key. Enter it, and your account is linked to Teamleader. That's it!
Receiving payments from customers
... except for creating invoices of course. And making sure your customers know they can pay their invoice online.
You'll have to enter a reference to Invoicecloud in your communication.
- Go to Settings > Invoices > "Templates for invoice letters"
- Either you create a new one or you adapt an existing one and add the shortcode #LINK.
- The #LINK variable will then be replaced by the sentence "pay your invoice online", with a link to Invoicecloud behind it.
- Your customer will receive this link in his mailbox, which will lead him to Invoicecloud. He'll get a screen similar to this one:
On the actual platform, you'll have a few options.
- Logically, your customer can check the contents of the invoice.
- If he has any questions, he can post feedback.
- Or he can download it to print it out later on.
What's more important, your customer can immediately pay his invoice.
- If he clicks 'pay online', he'll get to see a new widget that contains the payment methods you have activated in Mollie or Stripe.
- From these options he can choose his preferred one and transfer the owed amount to you.
- Once this has happened, the invoice will get the status 'Paid' in Teamleader as well as in Invoicecloud.