Quick Collect allows you to collect payments effortlessly using your clients' saved payment details. Whether you need to settle overdue invoices or process payments for invoices that are yet to be due, Quick Collect streamlines the process. Here’s a step-by-step guide to using Quick Collect:
Steps to Find the Invoice and Initiate Payment
Navigate to the Billing tab in your Karbon account.
Locate the invoice for which you want to initiate payment collection.
Click on the Quick Collect button next to the invoice.
Confirm the invoice amount to be collected.
Click Collect Payment to initiate the transaction.
A confirmation message will appear once the payment is successfully initiated.
Once the payment is processed, the invoice status will automatically update to Paid in the Billing tab. This real-time update eliminates the need for manual tracking.
The user who initiated the payment will be recorded under Activities & Comments for the invoice. This provides full transparency and creates an audit trail for reference.
Key Use Cases for Quick Collect
Overdue Invoices: Settle unpaid invoices promptly to avoid delays.
Invoices Yet to Be Due: Collect early payments when required for cash flow management.