This page explains how to issue an inovoice to a customer from Merchant Portal and is part of a comprehensive Merchant Portal user guide that is availble here.

Pay by link

You can issue an invoice to the buyer for payment for goods or services by e-mail. To do so, use the Invoice to e-mail section of the Merchant Portal. Once the invoice is issued, the buyer receives an e-mail and follows the link in it to the payment page.

Sending a link to a payment page by e-mail

To invoice a customer and send them a link to the payment page by email, follow these steps.

1. Go to Invoice to e-mail section of the Personal Area. The page for entering the invoice parameters will be displayed:

   

2. Configure the settings referring to the table below.

   Setting	Description
   Merchant	Merchant login in the payment gateway
   Client name	Client's first name, last name, and patronymic. The data entered in this field is displayed in an email containing a link to the payment page
   Phone	Customer's phone number. It is always necessary to specify the country code, but you can specify or omit the + sign. Thus, the following options are valid: +449998887766; 449998887766. 7 to 15 digits long.
   E-mail	The e-mail address to which the payment link will be sent
   Payment type	Choose from two options. One-phase – after the payment has been made, no additional actions are required on your part. Two-phase – after the client has confirmed the payment, you must complete the payment in your Personal Area. Before you do this, the money will be held (reserved) on the client's account until you confirm the payment or until the confirmation period expires. If you confirm the payment, the money will be transferred to your account. The reserved funds on client's account will be released if the reservation period expires before confirmation.
   Currency	Select currency from a drop-down list
   Language	Select language from a drop-down list
   Due date	Indicate the date and time by which the payment can be made. After this date and time it will be impossible to pay the invoice
   Description	Free-form description of the payment
   Enter the amount	Enter the payment amount here. If the order contains a shopping cart, the field value is populated automatically

3. Click the Send button.

   Upon successful dispatch, a link to the payment form will be displayed below:

   

You can view the payment page sent to the client by clicking on the Link to payment page button.

Adding a shopping cart to invoice

When generating an invoice you can add a shopping cart for the order. The Cart section is located under the area for creating a link to payment page:

1. To add a line item to the shopping cart, click on the Add product button. A row with the parameters of the product being added will be displayed.
   

2. Fill in the required fields referring to the table below.

   Field	Description
   ID	Identifier of a line item in the cart. Filled in automatically.
   Name	Product/service name.
   Price	Price of one product unit.
   Qty	The number of units of the product.
   Measure	Units of measurement, for example: L – liters, pcs. – pieces.
   Amount	The total amount for specified line item. Calculated automatically when the Price and Qty fields are filled out.
   Article	The vendor code of the line item.

3. Repeat the required steps for each item in the shopping cart. If you need to delete the added row, click on the icon and confirm the action.
   

4. You can add items from the catalog, click Add product from catalog and select the item in the opened window.
   .

Having added all items to the shopping cart, invoice the client.

Importing a CSV file

You can register an order (invoice) with a shopping cart and this cart can be populated automatically from a CSV file. To upload cart automatically, click on the Import fromort CSV button. In the window that opens, select the file to be uploaded on your device.

You can upload two type of files that can contain:
- only cart data (ORDER_BUNDLE)
- cart data (ORDER_BUNDLE) and order data (ORDER_PARAMS)

Please note, there are no mandatory fields and only certain fields can be mapped:

Possible cart data fields:

• ItemCode - product code in the merchant system.
• Price - price per unit of a product item.
• Amount - payment amount in minimum currency units. Up to 12 symbols.
• Measure - units of measurement, e.g.: l - liters, pcs. - pieces.
• Quantity - the total number of product items of one PositionId and its measure. The description of its attributes is presented below.

• Name - name or description of the item or service.

• TaxType - VAT rate, the following values are allowed:
  

  • 0 – no VAT;
  • 1 – 0% VAT;
  • 2 – 10% receipt VAT rate;
  • 4 – 10/110 VAT applicable rate;
  • 6 – 20% receipt VAT rate;
  • 7 – 20/120 applicable VAT rate.

• TaxSum - tax amount calculated by the merchant. The amount is specified in minor denomination.

• PaymentSubject - sign of the subject of settlement, available values:
  

  • 1 - commodity;
  • 2 - excisable goods;
  • 3 - work;
  • 4 - service;
  • 5 - gambling bet;
  • 6 - gambling winnings;
  • 7 - lottery ticket;
  • 8 - lottery winnings;
  • 9 - provision of rd;
  • 10 - payment;
  • 11 - agency fee;
  • 12 - composite item of settlement;
  • 13 - other subject of settlement;
  • 14 - property right;
  • 15 - non-operating income;
  • 16 - insurance premiums;
  • 17 - trade levy;
  • 18 - resort fee;
  • 19 - pledge.

• PaymentMethod - payment type, the available values are:
  

  • 1 - full prepayment;
  • 2 - partial prepayment;
  • 3 - advance payment;
  • 4 - full payment;
  • 5 - partial payment with further installment payments;
  • 6 - no payment with further installment payments;
  • 7 - payment with further installment payments.

• CountryCode - two-letter country code.

• Excise - the amount of excise tax — decimal number with two digits after the decimal point.

• DeclarationNumber - the number of customs declaration.

Possible order data fields:

• OrderNumber - order number (ID) in the merchant's system, must be unique for each merchant.
• TotalAmount - order amount plus fee, if any.
• Merchant - merchant login in the payment gateway.
• Currency - ISO 4217 encoded currency key.
• Language - ISO 639-1 encoded language key. If the language is not specified, the default language specified in the store settings is used.
• AuthType - Authentication type, possible values: 0 - PURCHASE, 1 - PRE_AUTH.
• Email - customer's email address.
• Phone - customer's phone number.
• Full name - customer's full name.
• INN - TIN.
• Passport - passport data.
• Sender - sender's email address.
• Description - Order description.
• ClientId - Customer number (ID) in the merchant's system — up to 255 characters.
• Payment period - set the date and time before the order is paid. For example, 5D– 5 days, 22H – 22 hours, 10M – 10 minutes.

Example with cart data:

ItemCode,Price,Amount,Measure,Quantity,Name
1,10,20,pieces,2,apples

Example with cart and order data:

Download example file

Making a test transaction

You can test the payment process on behalf of the client. To do so:

1. Create an invoice for the client.

2. Go to the payment page by clicking on the Link to payment page button in the invoice-issued-successfully message.

   
   

3. Enter the details of one of the test cards.

4. Select Save my card if you want to store the credential: in this case, you will not have to enter the card data next time.

5. Click the Pay button. To confirm the transaction, use the 3-D Secure code specified for the test card.

Final page

After successfull payment, the client can optionally be redirected to the Final page. This page contains data about the payment and a link back to the store.

The table below describes the data displayed on the final page.

For the client to go back to the store, they would click the Return to Merchant link.

You can enable or disable showing the final page using the Show final page check box on the General settings page of your Personal Area. Read more here.