Finance EN

General information

The module “Finance" implements the basic functionality of the financial accounting of the online store. In general, the Finance module is designed to simplify the accounting of payments from customers, which is especially important for retail companies that do not have the ability to keep financial records in such systems as 1C:Trade Management. We hope that this module will help you simplify the company's business processes and, as a result, increase the turnover of funds.

Attention! The synchronization of the site with 1C and the use of the Finance module are mutually exclusive services. Simultaneous use of them will lead to the display of incorrect financial information for the client. We strongly recommend using one or the other.

If we present the system of operation of the "Financial Module" in brief, then the following basic operations are performed during the work:

• Registration of payment from the client
• Automatic increase of the client's balance when registering a payment
• Linking the payment to the order (the order is paid)
• Automatic reduction of the customer's balance when removing the binding of the payment to the order, when performing balance correction or refund.

More details about these operations are written below.

Enabling the Finance module

Enabling and configuring the Finance module is carried out in the Control Panel -> Settings -> Finance -> Finance Module Settings using the switch "Enable the Finance module". After connecting the module, the "Finance" section appears in the Control Panel, where all operations with the module are carried out.
All transactions in the "Financial Module" are conducted in one currency - the default currency of the site.

Rights of employees to work with the module of the module "Finance"

Only employees with full rights "Finance" they can enable and configure the "Finance module". You can configure the rights policy on the Control Panel page -> Personnel -> [Rights] -> Edit rights -> Name.

In order for an employee to bind a payment to an order, in his role the right "Finance - Adding payments, bindings" must be marked "Full access" (for the system role "Administrator" this right is enabled by default).

So that an employee can only bind a payment to an order, but cannot delete payments and bindings, the "Finance" right should be marked "View", "Finance - Adding payments, bindings" with the "Full access" mark. With these settings:

1. Everything appears on the "Payments" tab as with full access, except for the column with the payment deletion.
2. On the "Payment Bindings" tab, everything appears as with full access, except for the column with the payment deletion.
3. The "Link" button appears on the "Orders" page.

In order for an employee to edit the "Date" field when creating a payment, the "Finance - Change of payment date" right must be marked in his role.

Setting up the Finance module

• "Allow linking non-cash payments to orders made with cash payment type and vice versa" - if you do not check this item, then restrictions on linking payments to orders will work if they have different payment types. For example, it will be impossible to link a payment with the "Cash" type to an order with a payment type that is marked "Cashless payment", see read more. If the payment types are marked "Cashless payment", then these types of payments are considered similar, and you do not need to set a checkbox to link the payment and the order.

• "Use automatic linking of the payment to the order(s) starting with" - when this mark is set, any registered payment is automatically linked to the customer's order(s), starting from the date specified in the field next to the setting. The payment can be linked to the full amount of the order or part of it. If the customer has several orders, the payment is linked to the oldest order.

• "Display the total balance of all types of payments" - enables the display of the "total" balance on the website to the client, i.e. the values of the cash and non-cash balance are summed up, and two balances are displayed: manual (from the client's card) and the total balance. When the switch is off, the balance will be displayed separately, i.e. for each type of financial transaction (cash, non-cash and manual), see read more.

Please note that for the correct balance output, the options "Control Panel: clients - edit balances", "Control Panel: display balances in the list of clients" in the Home -> Settings -> System -> Options section must be enabled.

• "Display the balance in the client's personal account" - if this check box is checked, then in his Personal Account, on the "Payments" tab, the client sees the balance and the line "Amount of debt"; he is shown the value "Your balance" next to the authorization information on all pages. If the mark is removed, then the client does not see his balance, nor the amount of debt, nor his balance.

• "Deduct the debt on orders from the client's balance" - when the mark is set, the amount of debt on orders will be deducted from the client's balance. On the website, the client will see how much he has left on the balance if he pays for all orders.
  This checkbox is available for marking when the "Display the total balance of all types of payments" setting is enabled.

• "Display the debt on orders in the client's personal account" - a setting that allows you to display in the Personal Account, on the Payments tab, the line "Amount of debt" with the amount unpaid on orders. For example, if a client has an order for 100 rubles, a payment for 60 rubles is linked to the order, then when the setting is enabled, the client will see the "Amount of debt" with the value of 40 rubles. If the mark is not worth it, then the client does not see his debt amount.

Attention! The client's debt and its balance are calculated from the date specified in the Control Panel -> Settings -> Finance -> Настройки модуля Финансы

Working with the Finance module in the Control Panel

Payment Types (Control Panel -> Settings -> Finance -> Payment Types)

Payment type settings are located on the Control Panel page -> Settings -> Finance -> [Типы платежей]

When the Finance module is enabled, two payment types are automatically created:

• Cash(default)
• Electronic

Previously created payment types are still displayed in the Control Panel and on the website. Therefore, in order to avoid duplicate payment types, we recommend removing the extra ones.
If the payment type Electronic is selected for the order, then it will be possible to pay for such an order viaPayment systems.

It is not possible to remove the Cash and Electronic payment types from the Control Panel. They disappear only when the Finance module is disabled.
But The electronic payment type can be hidden from the client. To do this, uncheck the display of all connected payment systems in the client profile, section Home/Clients/Profiles/Profile settings. This restriction does not apply to employees in any way.

Also, in the profile settings, you can specify which established payment systems will be available to the selected profile.

When you enable the "Finance module", three new properties appear in the editing of the payment method:

• Cashless payment(by default "selected") - when choosing a payment method with this mark, the "Pay" button is displayed to switch to online payment systems
• Transaction sequence number - used to change the payment number template. Default value: NAL{NUMBER5}.
  Possible template values:
  • {NUMBER} - number without zeros on the left
  • {NUMBER6} - a number of 6 characters
  • {NUMBER5} - a number of 5 characters
  • {NUMBER4} - a number of 4 characters
  • {NUMBER3} - a number of 3 characters

The NUMBER value is obtained as follows: the sequential number of the operation is taken and increased by 1, if there is no payment, the value 1 (00001) is used. Example: numbers like NAL12022, NAL12023 have the pattern "NAL{NUMBER5}", i.e. only the numeric part of the number, which has 5 significant characters, increases.

• Next payment number - used if you need to change the numbering of payments. If the payments are numbered NAL12022, NAL12023, and the value 00100 is entered in the "Next payment number" field, then the next payment will be numbered not NAL12024, but NAL00100.

When the Finance module is enabled, the "Online Payments allowed" property of the payment type becomes unavailable.

Payments (Control Panel -> Finance -> Payments)

In the Control Panel section -> Finance -> [Платежи] the list of payments received from customers is given. In this section, cash payments are registered by the manager, information about electronic payments is added automatically.
Payments, with the exception of electronic payments and payments in the closed period, can be deleted.

There are fields in the table with the list of payments:

• Payment number
• Date and time of payment registration
• Payment type (taken from the directory [типов платежей])
• Client
• Amount (full payment amount)
• Balance (the part of the payment amount that is not linked to the order(s) is displayed)
• Made (the employee's name or the word "Automatically" if the payment is based on online payment)
• ККМ(просмотр информации по отправленному в ККМ чеку)
• Comment (For electronic payments in the "Comment" field' a comment is displayed from Control Panel -> Settings -> Finance -> [Список электронных платежей] -> Comment)
• The "Link" button (if the button is present, then the payment has unspent funds. If there is no payment, the payment is completely spent)
• Editing the payment number (all other fields cannot be changed)
• Deleting a payment (if you try to delete a payment linked to an order, an error message will appear. That is, before deleting a payment, you need to delete its links with orders.)
  

The payment is added by clicking on the link Add Payment.
In the window that opens, the following fields are filled in:
- Date
- Number (set automatically from payment types, but you can set it manually)
- The client (for whom the payment is being registered)

- Sum (only positive; zero or negative is not allowed)
- Payment type (drop-down list)
- Accepted from the client - the field is intended for quick calculation of delivery to the client.
- Change
- Comment

Если у Вас подключена Касса, то будут доступны поля для отправки чека по платежу в ККМ

- Store (set automatically from the Checkout settings)

- Queue (set automatically from the Checkout settings)

- Taxation system (set automatically from the settings of the Cashier)

- Payment direction (set automatically from the Checkout settings)

- Payment method (Advance payment is issued)

- Printing a paper receipt (set automatically from the Checkout settings)

- Tax (set automatically from the Checkout settings)

- The subject of the calculation (the Payment is being made)

- Payment (you need to choose the type of payment)

- Full name of the cashier* (entered manually, saved when saving the payment)

- The cashier's INN* (entered manually, saved when saving the payment)

When adding a payment, the system time of the computer on which the employee works is taken as the default date.
Also, an employee can arbitrarily edit the date of payment, if there are no restrictions on this in his role. Зoften payments are made for several previous days, so the ability to edit the payment date is made specifically.
You can always check the actual date of payment creation in the Control Panel -> Settings -> System -> section History of operations, operation "Adding payment".

It is also possible to make a list of payments from a file. To do this, click the link "Import a list of payments from a file", and download a file of one of the formats:

• - Bank-client statement from 1C in TXT format (1CClientBankExchange)
• - Payments in Excel format. The limit is 100 rows per import iteration.

Online payment via a payment system: When the online payment status changes to “Completed”, a payment for the same amount is automatically created in "Payments" with the comment "For online payment NNNNN". The payment type is "Electronic Payment" (of the default types). At the same time, the electronic payment is linked to the order that was paid.
Please note that you cannot delete an electronic payment. You can only make a refund on this payment (see 3.7.1 Refund) if it was made by mistake. Or, if necessary, link it to another order, if the "Allow to link non-cash payments to orders issued with a cash payment type and vice versa" setting is enabled.

Linking payments to orders (Control Panel -> Finance -> Linking payments)

Binding execution

Linking payments to certain orders is carried out in the Control Panel -> Finance -> tab "{Linking payments]".
In order for the manager to be able to bind the payment to the order, in his role (Control Panel -> Personnel -> Rights) right "Menu.Finance.Adding "Bindings" must be with the "Full Access" access level marked (for the "Administrator" system role, this right is enabled by default).
If the Control Panel option is set -> Settings -> Finance -> [Settings of the "Finance" module] -> If you use automatic linking of the payment to the order(s), then the binding of the payment is made automatically to the oldest order(s). If not, the binding is performed manually by the manager.
The payment can be linked to the full amount or part of it. When binding is performed, the payment amount is debited from the balance (balance of the corresponding type) of the client.

Attention! After linking the payment, the order cannot be changed or deleted. To change an order, you must delete all payment bindings to this order, and only then edit or delete the order.

All payment relationships with orders are displayed as a list.

• - id (the binding number increases automatically)
• - Date and time of payment
• - Payment number
• - Date and time of the order
• - Order number
• - Amount (how many funds from the payment were linked to the order)
• - The "Delete" icon (allows you to delete the binding if the date of payment and archive is not in the closed period)
• Editing of the binding is prohibited (only deletion). If the payment binding is removed, the client's cash balance will increase by the amount of the "unbound" payment.
  

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When clicking on Add a binding, a window appears where the following data is specified:

• - Client (a field for entering a name, where a contextual hint appears, allowing you to select from the list)
• - Drop-down list of payments (only payments of this client are loaded);
• - Order (only orders of the selected customer)
• - Amount (you can manually deposit the amount that will be linked to the selected order from the selected payment. However, after selecting an order and payment, the entire amount is set by default (if the amount of the unpaid order balance is greater than or equal to the payment amount) or part of the amount (i.e., the amount equal to the unpaid order balance) if the amount of the unpaid order balance is less than the payment amount. The amount greater than (>) the unpaid balance of the order cannot be specified for linking)

===Errors when binding

If the customer has an unpaid order, and the message "No unpaid orders were found from the customer of the selected payment" is displayed when linking, then we recommend checking the type of payment for the order. If "Electronic" is selected, then you can pay for such an order only through payment systems. To link a payment to such an order, change the payment type, for example, to "Cash".

An error also occurs if a payment was linked to an order with different payment types without the "Allow linking non-cash payments to orders issued with a cash payment type and vice versa" mark in the Control Panel--Settings--Finance--Finance module Settings. For example, if a payment with the "Cash" type was linked to an order with a payment type marked "Non-cash payment".

Cash Flow Report (Control Panel -> Finance -> Cash Flow)

The Cash Flow report allows you to get information for the selected period about all received and debited (linked) payments of buyers.

Located in the Control Panel -> Finance -> [Cash flow] and in the client's Personal Account. This report allows you to see the fact of receipt and write-off of funds for a given client, i.e. all payments and order numbers with descriptions and amounts of bindings are displayed.

• Income - column for specifying the amount if it is a payment.
• Expenditure - column for specifying the amount of binding to the order.

The page also displays the customer's balance and his debt on orders.

Check List (Control Panel -> Finance -> Check List)

The "List of Receipts" report allows you to get information for the selected period about all generated receipts.

Located in the Control Panel -> Finance -> [List of receipts]. This report allows you to see the fact of creating a receipt for the selected client, period, payment method, payment direction, and other parameters, as well as to see the parameters of the receipt, with the possibility of switching to the receipt in the Comtet.

Orders (Control Panel -> Orders)

After connecting the Finance module in the Home/Orders/ section"Orders in progress" or "All orders" in the filters, the filter "Show all orders without payment" will appear - it will display all orders that are partially or completely without payment (without binding).

There is also a new "Debt" column. This field specifies how much the customer must pay in order for the order to be fully paid. If the "Use automatic linking of payment to order(s)" setting is disabled, and if the customer has made payments in Home/Finance/Payments, then a blue "Link" button will appear opposite the order. If there were no payments, then there is no such button. The button appears next to all orders of the customer who made the payments. And you decide which order you need to pay for first.

In the "All orders" section, the blue block displays the summary information on the selected orders. The line "Unpaid total amount (rubles)" displays the debt on orders.

for link the payment, click on the blue "Link" button. A window pops up with the fields Client, Payment, Order and amount. The "Payment" field is a drop-down list of customer payments that have a balance. The remaining funds for this payment, which can be used for payment, are indicated in parentheses. From this list of payments, you can choose which payment to pay for the order. If the balance of the payment is less than the order amount, the "Debt" field will become less by the amount of the payment, but will not be reset. If the customer has more payments, you can click "Link" again and pay the balance of the order at the expense of another payment. If there are no more payments, the "Link" button will disappear. If the payment used to pay for the order is greater than the cost of the order, then the amount of such payment will decrease. And the following orders of this client can be paid for at the expense of the balance. Attention! After linking the payment, the order cannot be changed or deleted. To change an order, you must delete all payment bindings to this order, and only then edit or delete the order.

If the order has a debt equal to 0, then the message "Paid" will appear in the "Unpaid amount" field. I.e. "Paid" will be displayed for those orders that have an order amount of 0.

If you need to edit an order (change the price, delete an item, etc.), then go to the order processing page by clicking on its number. Next, click on the button to remove payment bindings in the "Payments" column. When clicked, the message "Attention! Do you really want to remove all the binding of payments to order №...?" with the option to select "Yes/No" options. If you select "Yes", all payment bindings to the order are deleted, the page is updated; if you select "No", the message is simply closed.

If payments are already linked to the order and you need to create an invoice for payment, then you can choose an invoice with prepayment. Such an invoice contains information about the amount prepaid for the order and the balance to be paid.

Creating and linking payments on the order processing page

To speed up the registration process and link the payment to a specific order, use the "Add Payment" button, which is displayed on the order processing page.

This link is displayed if there is a debt on the payment of the order.

When you click the "Add payment" link, a window for creating and linking payments with the fields pops up:

• Data
• Number
• Amount (a button has been added next to Pay in full, when clicked, the unpaid amount for the order is automatically entered in the "Amount" field)
• Customer (the customer who placed the order is automatically entered)
• Payment type (selected automatically according to the type of payment in the order)
• Comment
• Add and link (when you click on the button, a new payment will be added and this payment will be linked to the order)
• Cancellation (cancellation of payment creation)

Если у Вас подключена Касса, то будут доступны поля для отправки чека по платежу в ККМ, аналогично добавлению платежа из ПУ - Финансы.

If the order is paid in full, the positions of the generated receipt will be shown at the bottom of the form.
After creating and linking the payment, the message "Payment added successfully will be displayed on the page. Orders are automatically linked to payment."
Note: if the setting is enabled"Use automatic linking of the payment to the order(s) starting from" and through this form, a payment is added for an amount greater than necessary to pay for a specific order, then first the payment is linked to this order, and then the remainder is distributed among the rest of the client's orders according to the standard algorithm.

Information in the "Clients" section (Control Panel -> Clients)

Information about the client's balance in his card

If the financial moduleвыключен the client's card displays information about his balance from the field of the same name, where the manager enters the information manually or via API:

If the financial module is enabled, the customer's card displays the debt on orders, payments without binding and the final balance equal to the difference between the previous two parameters. In the screenshot below, the client has a balance of payments of 100 rubles., from this amount we subtract the debt on orders of 1498.00 rubles., and we get its balance -1398.00 rubles.
Below, the line "Balance"Finmodule" appears in the client's card with data on the client's balance (cashless and cashless).

Recalculation of the client's balance

A new group operation "" is available in the Control Panel -> ClientsRecalculation of the balance""
The operation resets both balances to 0 and calculates it for all payments and bindings, starting with the balance transfer amount (if there was no transfer, then the amount simply = 0).

Change in the client's balance: adjustment (reduction) of the balance, refund, rejection of the goods

To perform adjustment or refund operations, you need to enable the option "Control Panel: customers - edit balance" in the Home -> Settings -> System -> Options section.

Refund

In the course of working with the financial module, a situation may arise when it is necessary to return to the client part of the funds available on his balance sheet. For example, a customer made an order, paid for it, but then decided to return the goods and get the money back. In such a situation, you need to do the following:
If the customer made an order and paid for it

• Find the paid order, click on its number and go to the order processing page;
• We delete the payment and order bindings in the Home -> Finance -> Payment Bindings section, from the order itself to the PO or the "All orders"/" pagesOrders in progress";
• The client's balance will be replenished with the amount of the "untethered" payment

If the customer does not have a payment binding to the order, and he needs to return the funds from the payment made

• Go to the client card in Home -> Clients, Ed.
• In the line "Balance" of the Financial Module":"click "Refund"
• In the window that opens, select the payment (you can choose both cash and electronic) and how much money from the payment must be returned to the client
• Если используется Касса, то есть возможность сразу сделать и отправить в ККМ чек возврата, который можно будет увидеть в Финансы -> Список чеков
• After the transaction is confirmed, the client's balance will decrease by the refund amount
• In the Finance -> Payment Bindings and "Cash Flow" section, a record of the completed refund will appear

Note: in the "Linking payments" section, the refund is sorted by the payment date, that is, it is displayed not at the top of the list, but near the payment date. If a second refund is made, the second record will not be created, instead the first one will be corrected. For example, a refund of 200 rubles was made, then 100 rubles, then 300 rubles will be indicated in the only record of the refund.

• You independently transfer the returned funds to the client (in cash or others), or register a cash payment for the same amount and link it to the order

Balance adjustment

The balance adjustment operation is needed if the client has advance payments (with an unspent balance), and it is necessary to write off this advance from his balance. In this case, you need to do the following:

• Go to the client card in Home -> Clients, Ed.
• In the line "Balance "Financial module":" click "Balance correction"
• In the window that opens, enter the required amount of balance correction
• After that, a fictitious order from the client with the "Balance Correction" part code will appear in the Home -> Orders section
• It is necessary to bind the payment to this order, and thus the customer's balance will be reduced
• The client also sees a fictitious order in his personal account

Note: The created dummy orders will be with the payment type specified in the section Home -> Settings -> Finance -> Default payment types.

Rejection of the product

Sometimes there is a situation when the supplier cannot sell a part that the customer has already paid for. Or when the customer decided to refuse an already paid product. In this case, the rejected position should not participate in the payment.
To do this, follow these steps:

• In the Home section/Setup/Orders/Statuses it is necessary to create or edit an existing status so that there is a mark in the column with the signature "Status "Refusal" in front of it. Please note that such a mark can be set to the "Refusal" status by default.
• Next, you need to go to the order processing page and transfer the refused position to the status marked "refusal". The sale/supplier price and/or quantity will become zero, depending on the status settings. At the same time:
  • The binding of the payment to the order will decrease by the amount of the refusal (or the binding will be removed altogether if it is equal to or less than the refunded amount);
  • The payment from which the position was paid will automatically increase by the amount of the rejected position. That is, the client's balance will increase by the amount of the refusal.

You can transfer all order items to the status marked "refusal". In this case, the order amount will be zero. The cost of delivery will also be reset to zero.
Below are screenshots of the order, linking the payment to the order, the balance in the client's card before and after the "Refusal" status is set.

Заказ	Привязка платежа к заказу	Сальдо в карточке

You can use the status marked "Refusal" even when the financial module is turned off. Because when the fin is turned off.there are no payments and bindings in the module, transferring the position to the "Refusal" status will only reset the sale price/supplier and/or quantity. No additional changes will occur.

Working with the Finance module on the website

After enabling the Finance module, the client will be able to see information on the balance status on the website, as well as in the Personal Account on the Payments tab, he will be able to see a cash flow report.

Counterparty's balance

• Attention! The client's debt and its balance are calculated from the date specified in the Control Panel -> Settings -> Finance -> Настройки модуля Финансы
• Please note that for the correct balance output, the options "Control Panel: clients - edit balances", "Control Panel: display balances in the list of clients" in the Home -> Settings -> System -> Options section must be enabled.

Buyer's balance - this functionality allows you to keep records of funds on the buyer's account in your company. The buyer's balance increases when the payment is received from the buyer and decreases after the payment is linked to the order.

The buyer can have three different balances:

• manual (the "Balance" field in the client card, the value is entered manually by the manager via the Control Panel or imported via API). This balance is usually used when the Finance module is turned off.
• cash, used when the Finance module is enabled; increases when making payments with the "Cash" or "Electronic" type.
• non-cash, used when the "Finance" module is enabled; increases when making payments with the "Non-cash" payment type(payment type with a check mark "Cashless payment").

When the Finance module is enabled, the manual balance remains. The "old" balance is displayed next to the "new" one if the first one is not zero.

The balance can be displayed "total", i.e. regardless of the type of payment, and separate, i.e. for each type of financial transaction (for cashless and cashless). The display (sum of all balances) of the total balance is enabled by a tick in the Control Panel -> Settings -> Finance -> Finance module settings ->"Display the total balance of all types of payments". But in the database, each balance is kept (summed/subtracted) separately for any tick condition.

All possible options for displaying the balance are listed below:

- the finance module is disabled, only the manual balance is displayed

- the financial module is enabled, separate balance for each type of payments with a non-zero manual balance

- the financial module is enabled, separate balance for each type of payments with zero manual balance

- the financial module is enabled, the manual balance is non-zero and the total balance (non-cash+cash) is displayed, which is enabled by the setting "Display the total balance of all types of payments" in the Control Panel -> Settings -> Finance -> Настройки модуля Финансы

- the financial module is enabled, the manual balance is non-zero and the total balance (non-cash+cash) is displayed minus the debt on orders, which is included by setting "Deduct order debt from the client's balance" in the Control Panel -> Settings -> Finance -> Настройки модуля Финансы

It is necessary to consider the following:

• Creating a payment increases the balance corresponding to the type of payment by the amount of the payment.
• Deleting a payment reduces the balance corresponding to the type of payment by the amount of the payment.
• Linking a payment to an order reduces the balance corresponding to the type of payment by the amount of the payment.
• Removing the payment binding to the order increases the balance corresponding to the payment type by the amount of the payment.
• Deduction of the debt amount is not linking payments to orders. This is just a display of information for the client, how much he will have left on the balance if he pays for his orders in full.

Orders and payments Personal Account

In his personal account, on the "Orders" tab, the client sees a list of orders. In the "Balance" field, the customer is shown how much he must pay for a specific order.
If you need to change the column name, go to Home -> Appearance and Content -> Text Messages, and change the message "th_OrderPosDebt".

On the "Payments" tab, the client sees cash flow report, similar to the report in the Control Panel, but with information only about their payments and bindings.

Display of the "Pay" button

Attention! All enabled (under the client) or ALL (under the employee) Payment Systems are available for selection.
The logic of the appearance of the "Pay on the site" button and column:

1. The "Finance" module is enabled

The column and the "Pay" button are shown if the conditions are met:

1. There is at least one enabled payment system (Home -> Setup -> Finance -> Setup of payment systems)
2. Order items are in statuses that allow payment (the status property "Show the Pay order button" in Home -> Settings -> Orders -> Statuses is marked)
   Next, one of the options is possible, 3 or 4:
3. The order (Home -> Orders -> Order Processing) has the following payment type selected (located in Home -> Settings -> Finance -> Payment types):
   1. "Electronic"
   2. the payment type is marked "Cashless payment" and one of the payment systems "Bank transfer", "Bank transfer (Kazakhstan)", "Payment by invoice" is configured (you can choose payment by one of the three listed payment systems)
      If the customer chooses another payment method (for example, cash payment, or "old" payment types), the "Pay" button will not be shown to him.
4. The payment type is not specified in the order (at the time of placing the order, the option "Cart: show payment type" with the value "No" is enabled).
   If such an order is in a status that allows payment, the "Pay" button will be displayed. When you click on it, all available payment systems are displayed, non-cash (payment by invoice, transfer) and electronic (if enabled). Note: if you select the payment type for the order, then you will not be able to remove the payment type from the order.

2. The "Finance" module is turned off (in the old way)

The column and the "Pay" button are shown if all the conditions are met:

1. Is there at least one enabled payment system
2. Order items are in statuses that allow payment

If it is required that the "Pay" button is displayed immediately after placing an order, then when placing an order, the type of payment for the order must be selected with the note "Online payments are allowed".

Sending an invoice or a link to pay/top up your balance online

When clicking on the icon a form will open near the order number to select the option to send a message to the client. Registered customers can be sent an invoice for payment by bank transfer, or a link for full online payment of the order, or a link to replenish the balance online. The guest can only send a link to the online payment of the order.

Link for online payment

"Link for online payment" will be displayed if:

1. the amount of the order with delivery is equal to the order debt and the order debt is not equal to 0,
2. there are active electronic payment systems in the client/guest profile,
3. there is no online payment for the order with the status “Completed”,
4. the payment type is electronic or not specified. Or online payments are allowed in the payment type settings.

In this case, it will be possible to send a letter by email and SMS, if SMS is available on your website, and the client has a mobile phone specified. The text and subject of the letter are edited in the text messages orderSendLinkEmailSubject and orderSendLinkEmail, the SMS template in the settings, the event "Link to order payment". The client will receive a message with an encrypted link, by which he will be able to pay for his order even without authorization.

Link to top up your balance online

"Link to top up your balance online" will be displayed if:

1. option "Personal account: Online balance replenishment" in the value "Yes",
2. there are active electronic payment systems in the client's profile.

The text and subject of the email are edited in the advanceSendLinkEmail and advanceSendLinkEmailSubject text messages. Variables are available in the texts:

• {ORDER_NUM} - the order number from which the link is sent,
• {ORDER_DATE} - date of the order from which the link is sent,
• {AMOUNT} - the amount to top up the balance,
• {PAY_LINK} - a link to a payment that works without authorization,
• {SITE} - your site.

The SMS template is edited in the settings, the event "Link to top up the balance". Variables are available:

• %ORDER_NUMBER% - the order number from which the link is sent,
• %AMOUNT% - the amount to top up the balance,
• %PAY_LINK% - a link to a payment that works without authorization,
• %SITENAME% - your site.

The client will receive a message with an encrypted link, by which he will be able to top up the balance for the amount you specified, even without authorization.

Important! If auto-linking of payments is enabled in the finance module, and this customer has an earlier unpaid order, the balance replenishment payment will be linked to an earlier order.