Delivery / Payments

Invoice Delivery / Payments facilitates invoicing with enhanced invoice email tracking tools, automatic reminders for due dates and past-due invoices, and a new invoice attachment capability with support for multiple attachments.

Additionally, with integration from Stripe, InFocus supports optional Payment Facilitation which will allow you to receive payments faster. Payment Facilitation includes payment options for ACH and Credit Cards, provides for a seamless invoicing experience for your clients, and includes financial reconciliation and reporting.

Once configured, you'll have the ability to track emailed invoices and manage/automate reminders which can all be managed centrally in A/R Collections or directly from the Sales Journal. If using Payments via Stripe, Delivery / Payments supports the automated posting of receipts and related postings.

Getting Started with Delivery / Payments

While detailed instructions can be found through the Clearview Support FAQ listed below, here is a quick reference for getting started with Invoice Delivery / Payments.

•	Set Permissions- Configured via AD>Permissions, you’ll give access as appropriate to Delivery / Payments applet found under Accounts Receivable

•	Delivery / Payments Activation Code - Your activation code can be generated from Clearview Support under Account & Admin>Billing, Licenses & Settings>Invoice Delivery / Payments. You’ll also be asked to verify your API Base URL, which is your InFocus Launch URL + /api

•	Connect your Stripe Account - For firms wishing to receive payments, you’ll connect your Stripe account from Clearview Support under Account & Admin>Billing, Licenses & Settings>Invoice Delivery / Payments.

•	API Token - You’ll need to generate an API Token via AD>API Management

•	Feature Setup - Delivery / Payments can be setup through AR>Delivery / Payments.

Feature Options

Once configured, the following options will appear throughout InFocus in Automated Invoicing (Queue Delivery only), Sales Journal and A/R Collections. Delivery / Payment is featured as a toolbar drop down list in the Sales Journal and as a tab in A/R Collections. A/R Collections also includes an Email Delivery toolbar drop down.

Queue Delivery

Once an invoice has been posted and archived it can be queued for email delivery. Emails will be sent to either the Project Invoice Email(s), the Client's Main Email or as overridden (overrides can be set when using Sales Journal and A/R Collections).

Queued invoices use the Delivery Email Template (see below) and are sent every 5 minutes.

Queue Reminders

Once an invoice has been posted and archived it can be queued for reminder from the Sales Journal or through A/R Collections. Emails will be sent to either the Project Invoice Email(s), the Client's Main Email or as overridden (overrides can be set when using Sales Journal and A/R Collections).

Queued Reminders use the Reminder Email Template (see below) and are sent every 5 minutes.

View Invoice Online

Delivery / Pay Settings Overrides

When sending emails or reminders from Sales Journal or AR Collections, the follow settings can be overridden per invoice. Note, when opting to Use Custom Settings, all settings listed will be applied to the invoice - whether a value exists or not. Overrides include the following (see field definitions for setting details).

•	Use Custom Settings Check box - Check to apply all overrides

Email History

Field Definitions

Settings

Activation Code

•	Activation Code - Activation Code generated from Clearview Support (Account & Admin>Billing, Licenses & Settings>Invoice Delivery / Payments)

•	Validate - Click to validate and enable Invoice Delivery / Payments feature

G/L Accounts

When leveraging Stripe, there are two entries to account for: the initial payment to Stripe and then the distribution of that payment to your Bank. While you can perform the manual accounting entries to reconcile to Stripe, InFocus can optionally be configured to automate those entries using predefined G/L Accounts.

•	Bank Account: Bank G/L Account that monies will be deposited into once payments are distributed.

•	Undeposited Funds Account: Bank G/L Account used when payment is made to Stripe but not yet distributed. Once monies are distributed from Stripe, a G/L Adjustment is made crediting your Undeposited Funds G/L Account and debiting the Bank G/L Account for the amount distributed.

•	Merchant Fees Account: Expense Account for recording merchant fees related to the Stripe payments platform. More on Understanding Merchant Fees.

•	Create Receipt Entry - Check if you wish to have receipt entries automated from Stripe

•	Create Deposit Adjustment - Check if you wish to have adjusting entries automated for moving funds from Undeposited to Bank once distributed.

Payment Rules

Payment rules can be set for payments via Stripe and include the following options.

Note Payment rules for payment will be subject to the terms and conditions of your Stripe account

•	Allow Credit Card Payments: if this box is checked invoices that are delivered will allow credit card payments

•	Minimum/Maximum Credit Card: should an invoice fall outside of this range, credit card payments will not be permitted

•	Allow ACH / Bank Payments: if this box is checked invoices that are delivered should allow ACH/Bank payments

•	Minimum/Maximum ACH/Bank: should an invoice fall outside of this range, ACH/Bank payments will not be permitted

Delivery Settings

•	Send Reminders: if this box is checked, InFocus Pay will send out reminders on each day per the the Reminder Schedule (unless overridden on the invoice directly via Sales Journal or A/R Collections)

•	Reminder Schedule: set the days when you want reminders sent, using commas between days

•	Calculate Reminder Date: the age is calculated using the current date less the Invoice Date or the Due Date on the sales journal when sending reminders

Email Addresses

When sending initial Invoices or Reminders via email, Delivery / Payments will leverage the following settings for Email Addresses. Notably, you can include multiple CC and BCC addresses using a comma separated list and attach multiple documents by leveraging Include all Invoice Docs and Additional Document Types.

•	From Name: From Name to use in the email (e.g. Casco Wilson Billing)

•	Reply-To Address: Email address to which replies to invoice delivery emails should be sent (e.g. billing@cw.com). Note that unless otherwise specified, the Reply-To address defaults to noreply@infocuspay.com which is not monitored.

•	CC Addresses: enter any email addresses for which all invoice delivery emails should be CC'd. Use commas to separate multiple email addresses.

•	BCC Addresses: enter any email address for which all invoice delivery emails should be BCC'd. Use commas to separate multiple email addresses.

•	Separate Emails per Recipient: When checked, each recipient will receive their own email.

•	Include All Invoice Docs: When checked, all documents attached to the invoice in the Invoice Document Type folder will be attached. Alternatively, if unchecked only the oldest attached document will be sent (e.g. the originally attached invoice).

•

Additional Document Types: if a user has additional document types configured in the system (ie, Receipts, Backups, etc) and they include that document type in this field, all documents that are attached to the Sales Journal for the specified type will also be attached to the invoice and available for download

Email Templates

Emails for invoices and reminders will use templates which consist of a Subject and Body. Both Subject and Body support the use of invoicing variables (as seen below). The Body can be written using HTML or plain text.

Delivery

Email template used for sending invoices via email with the Invoice Delivery/Payments feature. An example template can be found in the following Clearview Support FAQ:InFocus Delivery / Payments Configuration.

Reminder

Reminder template used for sending reminder emails with the Invoice Delivery/Payments feature. An example template can be found in the following Clearview Support FAQ:InFocus Delivery / Payments Configuration.