Invoice

The Invoice plugin enhances Ottu's platform by enabling merchants to create payment links accompanied by detailed invoices. This feature combines the flexibility of payment requests with the comprehensiveness of an invoice, including crucial information for both the merchant and the buyer. Below is a guide on how to utilize the Invoice plugin effectively within the User Guide section.

Key Features of Ottu Invoice Plugin

• Automated Invoice Creation: Enables merchants to automatically generate detailed invoices along with payment links for each transaction, streamlining the billing process.

• Comprehensive Customization: Offers the flexibility to tailor invoices by adjusting optional fields through the payment request field configuration, ensuring that invoices meet specific business needs.

• Integrated Payment Solutions: Combines the functionality of payment requests with invoicing, providing a seamless experience for both merchants and customers by including payment links directly on invoices.

• Multi-Level Information Structuring: Information within the Invoice Form is organized into two levels—Invoice Level and Item Level—allowing for detailed and structured invoice data.

• Real-Time Transaction Overview: Features a dedicated section for viewing all performed transactions, enabling merchants to effectively monitor and manage transactions created via the Invoice Plugin.

• Enhanced Accessibility: Facilitates the easy retrieval of deleted paid transactions through the 'Deleted Paid Invoices' section, ensuring that merchants can maintain comprehensive records of all transactions.

The Invoice section consists of two main components: Create Invoice and Invoices.

Create Invoice

In the Create Invoice section, The process of creating a new invoice and transaction can be initiated. Upon navigating to this section, two forms will appear sequentially:

1. Invoice From: For creating an invoice.

2. Payment Request Form: For Providing details about transaction being created.

Key Features of Ottu Invoice Plugin

Invoice Form

The information within Invoice Form are divided into two levels: Invoice Level and Item Level.

Levels	Required Fields	Optional Fields	Calculated Fields
Invoice	Type Currency Code Invoice Number Due Date	Language Order no Customer Information: Company Name Customer first name Customer last name Customer email Customer phone Discount Type Discount Tax Shipping Tax Shipping Method Shipping Tax Rate	Shipping Including Tax Total Including Tax
Item	Description Stock Keeping Unit (SKU) Quantity Unit Price	Discount Type Discount Tax Rate	Total Including Tax

Keynotes:

• Type: By default, set to payment_request.

• Due Date: The payment due date is not the payment link expiry date.

• Optional fields: These fields can be changed to required via the payment request field configuration. However, Type should first be set to builtin, and the optional field must be included in the list of built-in fields. Then, selecting the Required? option will change the optional field to a required field.
• Tax and Shipping Tax: Both fields are expressed as percentage.

After the information has been filled in, Continue button should be clicked to proceed to the Transaction Form.

Payment Request Form

As illustrated in the table below, certain fields are automatically populated based on the payment request plugin configuration and the Invoice Form, while others require direct input from the user.

Plugin Configuration	Invocie Form	Should be Provided
Unit Redirect URL Webhook URL Expiration Time	Currency Code Amount Order no	Payment Gateway Choice of Email Notification timing (pre or post-payment, or both) Option to Generate QR Code

Webhook URL, Redirect URL, and Expiration Time can be defined through the payment request configuration. For more details, please refer to the Payment Request Configuration section. Meanwhile, Unit configuration can be accessed through the Administration Panel.

Upon the submission of the payment request form, with all necessary fields duly filled out, a redirection to a page will be experienced, where information regarding the successfully created transaction is displayed, accompanied by a shareable payment link.

The payment link, when accessed, will direct to the Checkout page, where the invoice can be viewed and downloaded accordingly.

Clicking on the View Invoice button allows viewing the invoice associated with the payment transaction.

Invoices

This section reveals all performed transactions, empowering merchants to monitor the transactions created via the Invoice plugin, along with the possibility to view the generated invoice associated with each transaction.

Most information about invoices and transactions is organized and displayed in tabular form within this section, including STATUS, TRANSACTION, AMOUNT, and so on.

Filtering facilities are also available to make accessing the required transaction easy and fast.

All paid transactions that have been deleted and were originally made by the Invoice plugin can be located in the Deleted Paid Invoices section under the Invoice tab.

FAQ

1️ What is the Invoice Plugin?

The Invoice Plugin is a feature within Ottu's platform that allows merchants to create payment links accompanied by detailed invoices. This integrates the flexibility of payment requests with the detailed breakdown of an invoice, providing essential information for both merchants and buyers.

2️ What can I do in the Create Invoice section?

In the Create Invoice section, the process of creating a new invoice and associated transaction can be started by merchants. It involves the Invoice Form being filled out for invoice details and the Payment Request Form for transaction details.

3️ How do I modify optional fields to required in the Invoice Form?

Optional fields can be changed to required by selecting the Required? option within the payment request field configuration. Ensure are set Type to builtin and these fields are included in the list of built-in fields.

4️ How are fields in the Payment Request Form determined?

Some fields in the Payment Request Form are automatically populated based on the payment request plugin configuration and the Invoice Form. Others will require direct input from the user.

5️ Can I define Webhook URL, Redirect URL, and Expiration Time?

These settings can be specified in the payment request configuration or adjusted directly from the Payment Request Form when initiating a transaction through the invoice plugin.

6️ How can customers access and download their invoice?

Customers can access their invoice by following the payment link, which directs them to the Checkout page. Here, they can view and download the invoice as needed.

7️ Where can I find deleted paid transactions?

Deleted paid transactions made by the Invoice Plugin are stored in the Deleted Paid Invoices section under the Invoice tab.