I can't seem to figure out, but is it possible to have manual bank transfer as payment method for the sales invoice?
It seems to automatically generate a payment-link?
#Bank transfer for Sales Invoice?
wide knoll
hazy estuary
I can't seem to figure out, but is it possible to have manual bank transfer as p...
If you have pay by bank enabled they can retrieve the instructions to pay manually from the payment-link if I am correct
pine jasper
@wide knoll Hiya! 👋 Robin "Sales Invoices" de Graaf here to A your Q!
It is not possible to set an invoice to be paid with anything other than a payment link at the moment. @hazy estuary is correct that if you instruct your customer to pay using the pay by bank method on the payment link (if enabled), we will handle the payment status automatically just like any other payment link. It is currently not possible to set specific payment methods for payment links created for invoices, though, it'll always be everything that is enabled and relevant for the customer's locale.
If not going through a payment link, the invoice contains information on how to pay the invoice using a bank transfer next to the QR code at the bottom, however. Once you receive the bank transfer, you can mark the invoice as paid manually through either the dashboard (view invoice -> top menu, mark as paid), or by making a PATCH call to the API with
{
"status": "paid",
"paymentDetails": {
...
}
For the values in paymentDetails you have two options. If it's a manual bank transfer and it was handled through Mollie, you'd have a tr_token, and you can use source set to payment, and sourceReference to the payment token. If the bank transfer was done outside of the Mollie ecosystem, it's best to use the source set to manual and ommitting the sourceReference.
If you need any further information, feel free to ask.
wide knoll
@pine jasper To follow up on this, is there a way to get the payment reference on the invoice? lets say we activate pay by bank or sepa does the payment reference that they'd have to use get generated when they select the option in the payment link or does this happen beforehand. And are there plans to also distribute a XML in ubl style together with the pdf generation?
sterile lance
as mentioned in the last q&a, they are looking into ubl invoices (for companies not yet on the peppol network)
wide knoll
where can i even find the last Q&A?, when i look in #news I see the Q&A but only a link to submit questions. Forgive me if I'm just blind but I wasn't able to find the Q&A results