--- merchant:existing_merchant:selfcare_system:einvoice [2018/11/12 12:08]
thiago123 Updated for release of version 5.6
+++ merchant:existing_merchant:selfcare_system:einvoice [2019/05/17 17:02]
robinc Added Search and Manage content
@@ Line 1: / Line 1: @@
+====== eInvoice ======
+~~TOC~~
+\\
+The **eInvoice** provides merchants with the ability to create and send links to request payments from customers. The merchant pre-configures a payment informing the basic details and the elements that should appear on the customer's notification, identifies the customer and then the merchant can send an e-mail using the SelfCare  system, or manually by its own means.
+<WRAP important 100%>
+The Merchant needs to have a terminal configured to work with Hosted Payment Pages. Only terminals with this configuration enabled will allow the use of the eInvoice feature.
+</WRAP>
+===== Search and Manage Invoice Payment Requests =====
+Each payment link generated can be found using the filter in the search. Among those filters optios, you can use:
+**Merchant Ref**\\
+**Customer Name**\\
+**Customer E-mail**\\
+**Status**\\
+ - //Open// - still not paid successfully\\
+ - //Complete// - successfully paid (or with a pending capture)\\
+ - //Cancelled// - cancelled by the merchant before payment or expiration\\
+ - //Expired// - passed the expiration date (automatically changes to expired)\\
+**Amount**\\
+**Creation Date**\\
+**Expiration Date**\\
+All of those options allow the user to choose among different comparators (ranges for quantities, values and dates, or matching types fo rnames and identifiers). Explore the filters and create your own searches. You can save your searches using the **SAVE** option, on the left side below the filters.
+Once your filters are as you need, just select the **SEARCH** option and the result is going to be paginates to your right below the search.
+{{:merchant:existing_merchant:selfcare_system:merchant_selfcare_paymentlink-search_nu.png |}}
+On the resulting list you see a few fields which are useful to identify the payment link.
+  * **Merchant Ref**
+  * **Customer**
+  * **Creation Date**
+  * **Expiration Date**
+  * **Auth Type**
+  * **Status**
+  * **Amount**
+{{:merchant:existing_merchant:selfcare_system:merchant_selfcare_paymentlink-list-actions_nu.png |}}
+If you want more details or perform a different action over an existing payment link, at the far right column of the search result you can find the **ACTIONS** list for each paymnet link. Depending on the status of the payment link, different actions are possible.
+  * **View:** Allows the user to check details but not change them. Achieved by clicking on the **ACTION** column and selecting the **VIEW** option for a specific payment link or by clicking on the MERCHANT REF (table link) of the same payment link. Applicable for COMPLETE, CANCELLED, and EXPIRED paymnent links.\\
+  * **Edit:** Allows the user to check and edit details. Achieved by clicking on the **ACTION** column and choosing the **EDIT** option for a specific payment link or by clicking on teh MERCHANT REF (table link) of the same payment link. Applicable only for OPEN payment links.\\
+  * **Cancel:** Allows the user to cancel. In the **ACTION** column, choose the** CANCEL** option for a specific payment link. Applicable only for OPEN payment links.\\
+  * **Send:** Allows the user to send (or resend). In the **ACTION** column, choose the **SEND** option for a specific payment link. Applicable only for OPEN payment links.
+  * **Copy:** Allow the user to create a new payment link from an existing one. In the **ACTION** column, choose **COPY**. Applicable for all statuses. It only opens a form copying most of the data of the selected payment link, so you can more easily create a new one from it.
+  * **Email Preview:** Allows the user to see how the e-mail sent by the platform is going to look like in the customer's email. In the **ACTION** column, choose the **EMAIL PREVIEW**. Applicable for all statuses.
+===== Create an Invoice Payment Request =====
+  * __Without a list of items__.
+<html><img  class="imageReplace img_small" src= "
+data/media/merchant/existing_merchant/selfcare_system/merchant_selfcare_createpaymentlink_level2data_nu.png"/></html>
+\\
+  * __With a list of items__.
+<html><img  class="imageReplace img_small" src= "
+data/media/merchant/existing_merchant/selfcare_system/merchant_selfcare_createpaymentlinkitems-nu.png"/></html>
+\\
+Understanding the fields:
+  * **Logo**: Field to inform any logo the Merchant desires to used on a pay by link e-mail.
+  * **Currency**: Currency in which the transaction will be processed (limited to the terminal's currencies).
+  * **Order Id**: Order id to the pay by link generated (If not informed, the gateway generates one automatically).
+  * **Merchant Ref**: Merchant reference used by the merchant to identify its payment links in its way.
+  * **Expiration Date**: Date in which the payment link ceases to be valid.
+  * **Description**: Description to inform what the payment link created is related to. Useful specially in cases where the merchant needs to provide context beyond the items for a payment link.
+  * **Customer Information**
+  * - __Name__: Name of the customer to which the payment link is addressed to.
+  * - __Email__: E-mail of the customer in which the payment link should be receive.
+  * **Enable Level II Data**: this option is going to appear only for terminals with enhanced data enabled (level II and level III). It's going to allow the user to define level II data for a customer. The shipping address details, if informed, will be editable at the Hosted Payment Page, so the customer can change, but the tax information is mandatory.
+  * - __Use tax for level II data__: this field indicates that the transaction is not exempt from tax and that the merchant wants todefine a value, even if it's "0".
+  * - __Add shipping address__: enables the fields to infor the shipping address to be used at level II. It's going to be editable by the customer when in the Hosted Payment Page.
+  * **Add Items**: this option allows the user to define if it's necessary to add a list of items to the payment link or if not.
+  * **Items** - In this list you can ADD or REMOVE items. This option is available after the user marks "Add Items".
+  * - __Item__: Identification.
+  * - __Description__: Short description or name.
+  * - __Quantity__: Quantity of items.
+  * - __Price__: Unitary prive by item.
+  * - __Amount__: Quantity x Price.
+  * **Transaction Details**
+  * - __Subtotal__: SUM of all Items (Quantity x Price).
+  * - __Tax(%)__: Additional taxes the merchant might want or need to apply to a transaction.
+  * - __Total__: Subtotal + (Subtotal*Tax)
+  * **Footer Notes**: This area serves the purpose of additional descriptions, information or disclaimers.
+\\
+**Send eInvoice**
+<html><img  class="imageReplace img_small" src= "
+data/media/merchant/existing_merchant/selfcare_system/nuvei_invoice_payment_request_send.png"/></html>
+Understanding the fields:
+  * **E-mail Preview**: Represents the body build during the eInvoice creation, and how it is going to look like at the customer's e-mail box when opened.
+  * **Pay Now Button**: A fragment of HTML code already configured to redirect the customer to the merchant's hosted payment page.
+  * **Pay Now URL**: Also configured to redirect the customer to the merchant's hosted payment page, but just the URL, without the styling to look like a button.
+If the user desires, the **Pay Now Button** is a functional fragment of HTML which can be used to any e-mail body to generate a button to redirect to the final payment page for the customer. Also, the **Pay Now URL** can be used for the same situation.
+In case the user does not desire or can't provide by itself the e-mail, the SEND button can be used to send the e-mail, as presented on the **E-mail Preview**.
+\\

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