Teesom: Invoicing, Payments and Customer Accounts
Taking Payment for Multiple Invoices
If a customer has multiple outstanding invoices, you can create a single payment from the Customer Account page to cover the total amount, and then apply it to those invoices. Go to the ‘Main Menu’ and click on “Customers”. Click on the name of the ...
Refunding A Payment
You can issue a refund in Teesom from the Customer Account screen. The process differs slightly depending on whether the payment was made through an Integrated Gateway or manually entered. Regardless of the payment type, the first step is to unapply ...
Online Payment Flow
There are four primary methods for processing online payments in Teesom: Send the quote to the customer, who then makes a deposit payment. Convert the quote to an invoice yourself and collect the deposit during the process. Send the invoice to the ...
Custom Payment Terms and Conditions
You can set up Terms and Conditions for each gateway or bank card payment method, which will be displayed to your customer before they make a payment on an order. Go to the Main Menu and click on "Company Settings." On the Company Setup page, click ...
Payment Methods
In Teesom, you can create as many different payment methods as you like, which will then be available for use on orders. For example: Card Check EFT Gift Voucher … and so on. Customers can use integrated gateway payment methods to pay online with a ...
Payment Gateway Setup
You can connect your Teesom account to one or more payment gateways, allowing your customers to pay online. To view available payment gateways and set up integration, go to the Main Menu and click "Company Settings". Click on the "Payments" tab and ...