Hi,

I make huge quantities of invoices in Zoho Books (we work in B2C market) and sometimes my colleagues don't mark the good payment mode for each invoice. And, writing the good payment method on every invoices need huge time every days.

Maybe somebody have a tips for make a request on payment terminal (mine is Verifone but i can buy one new if needed) and after payment processed fine, automatically mark invoice paid by credit card.

 

Process idea :

1 Create invoice

2 Click on "collect"

3 The Terminal display the good amount

4 Payment cleared, the invoice payment status are : paid by credit card

The goal are to win huge time and minimise human errors. 

Thanks by advance.