You can use the Payments module of Voltane to track the payment statuses of all of your sent invoices. By collecting information about the payment such as the currency, payment method, amount, and payment date, you will be able to keep your financial records up to date.
While integrations will allow you to capture payments through a payment link in all of your communication channels to your customer, automations take care of payment capture.
Every member of the team has the ability to create a payment.
The following information is required to create a subscription:
- An invoice.
- A currency has to be chosen.
- A payment method.
- The amount.
- The payment date.
- A toggle if the payment is paid or not.
- The option to notify the customer of the received payment. If selected, the customer will receive an email stating that the payment is received on the specified date, for the specified invoice.
Every member of the team has the ability to read a payment.
The following information is displayed to the member:
- If the payment is created via an integration, the integration is stated.
- The invoice.
- The currency.
- The payment method.
- The amount.
- The payment date.
- The payment status.
- The option to delete the payment.
Every member of the team has the ability to update a payment.
The following information can be updated:
- The invoice.
- The currency.
- The payment method.
- The total amount.
- The payment date.
- The payment status.
- The option to notify the customer of the payment update.
Every member of the team has the ability to delete a payment.
By default, Voltane offers the following automations related to payments:
- When invoice due in five days, If invoice is unpaid, Then send notification to team or customer
- When invoice due today, If invoice is unpaid, Then send notification to team or customer
- When invoice is one day overdue, If invoice is unpaid, Then send notification to team or customer
- When invoice is seven days overdue, If invoice is unpaid, Then send notification to team or customer
- When invoice is fourteen days overdue, If invoice is unpaid, Then send notification to team or customer
- When invoice is thirty days overdue, If invoice is unpaid, Then send notification to team or customer
By activating these automations, you will have the best chance to collect payments for your sent out invoices. By automating this process, your workflow will decrease and you can focus on the things that matter most to you!
Currently, Voltane offers the following integrations related to payments:
- Mollie: allow payment links in your customer communications to ensure ease of payment of the invoices.
