With KLARA Pay your clients have the possibility to settle online shop payments via credit card or TWINT/Paypal.
If a payment is made via one of those means of payment, this can be seen when you click on the desired tile under "Orders". The order opens and the payment and the status can be seen under “Overview”
KLARA has automatically created an order confirmation at the time of the order. You can find it in the same display under “documents”.
This order confirmation has to be transformed manually into an invoice (if desired, a delivery note can be created as well). To do so, you have to click on the order confirmation, hold it with the mouse and drag it into the desired column (e.g., invoice).
The document “Invoice” opens, and you can save it directly and send it to the customer in the preferred way.
Although, there is a difference between payments via credit card or payments via TWINT/Paypal.
Payment via credit card: with the order confirmation, the amount is only reserved and will only be debited from the customer when an invoice is created. That is why no further actions are necessary when invoicing.
Payment via TWINT/Paypal: the money is debited directly with the order, which means the client has already paid at the time of the order confirmation. KLARA is debiting a prepayment. This has to be assigned manually when invoicing. On the right-hand side, the popup “Add” appears. The payment amount switches to 0.00 and the invoice is debited as “Paid”.