5.4. Receiving a payment

The option "Receive a payment" allows you to quickly collect payment for your products and services.
Clicking "Receive a payment" in the "Income" section or the icon “+” next to the "Profile" section will open the section for creating an offer.

Creating a quote

The list of products and services will display those that have the option ‘Show in price list’ checked in the ‘Price List’ section.
If needed, you can create a new product or service item by clicking “New product”.

You must choose the quantity of the product/service using the + / - buttons in the corresponding position.

Once you have added all the necessary items to the cart, you must click “Receive a payment” if the payment will be made electronically, or “Paid in cash” if the payment has been made in cash:

• Clicking “Receive a payment” will generate a QR code that you can show to the customer to receive immediate payment. If you cannot receive payment at that moment, in the window with the QR code, you can click “Create invoice for later payment” and an invoice with “None” as the payment method will be registered, which you can send to the customer later. Once payment is made, the invoice will be marked as paid.
• Clicking “Paid in cash” will open the invoice details, which you only need to complete with the necessary information (e.g., customer data, fields for VAT taxpayers), review, and save. In this case, the default payment method will be “Cash”.*

* Please, review section 5.3 of this manual regarding invoicing

Payment via payment link

• When the customer accesses the payment link, they must enter their contact information. After that, they need to click the “Pay” button.
• To make the payment, they must choose their bank, identify themselves, and complete the payment following the standard procedure and bank requirements.

Limitations and clarifications

Please note the following limitations:

• The service provider can receive 5 payments at no additional cost. The PREMIUM plan allows receiving 40 payments per month. If this amount is exceeded, the provider will receive an email notification about the attempted payment;
• There is a limit of 8,500 EUR per payment on all plans. If this limit is exceeded, the customer will receive a corresponding notification and will not be able to proceed with selecting the bank for payment.

* Payment links are available according to the user's subscription. If the number of included payment links is exhausted, automatic collection will not occur.