Payment settings and an invoice payment are separate concerns. Review the workspace connection before relying on an online payment option for customer invoices.
Steps
- Open Settings and the available payments area.
- Review the provider connection and displayed status.
- Use the available connect, refresh or test action only when authorised for the provider account.
- Review the result before using customer-facing payment workflows.
Important
A successful provider connection does not mark an invoice paid. Payment status is recorded against the individual invoice after the relevant payment workflow completes.
Check connection before customer use
Review the available provider status, account and payment options before sending an invoice that relies on online payment. A connection test confirms setup only; it does not take money or change an invoice balance.
Follow the invoice record
Use the invoice payment history and balance to confirm a completed payment. If an online payment is unavailable, check the provider result and the specific invoice workflow before telling a customer to retry.