Enhanced Invoice Retrieval for QuickBooks Integration

Previously, merchants using QuickBooks integration could only search for invoices by entering a specific invoice number. This update introduces a new way to find invoices: search by customer name.

Now, merchants can easily view and retrieve pending invoices associated with a particular customer. This allows them to:

  • Identify customers with outstanding balances.

  • Process transactions efficiently.

The overall process remains the same. Once you find the invoice using the customer’s name, you can complete the transaction as usual.

How to Use: Login to the iPOSpays portal using a merchant account

  • Click on CloudPOS, then Payments.

  • Search and select the TPN from the drop-down menu.

  • Enter the customer’s name in the “Customer Name” field.

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  • Click on the customer’s name to view the balance due amount.

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  • Click “Use” to retrieve the invoice and complete the transaction as you normally would.

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