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Invoices and paying through Paystack

How invoices follow the signed payment schedule, how a company pays them through Paystack, and how to query a line.

Updated

Invoices follow the payment schedule both sides signed. You pay them through Paystack, and each receipt is kept on the engagement.

Who can do this

Paying and querying an invoice needs an owner or editor of the client's workspace. The practice sees the same invoices without the payment controls.

Where invoices are

Open Invoices & payments in the conversation. The page shows Due now and the Payment schedule.

Each stage of the schedule shows its amount, whether it is paid In advance or In arrears, and when it falls due. Open Trigger and amounts to see what makes it due: both parties' signatures, client acceptance of the required deliverables, or the agreed calendar period.

When a stage is due, an owner or editor on either side presses Create invoice from signed stage.

Paying an invoice

  1. Press Continue to Paystack.
  2. Pay on Paystack's checkout. Paystack may add a processing fee. Check the total before you pay.
  3. Back in Asiri, press Check payment status if the invoice has not updated.

If you left the checkout before finishing, press Continue same payment on Paystack. You are not charged twice.

An invoice shows one of these:

  • Awaiting payment
  • Payment not yet confirmed
  • Verified collection: Paystack confirmed the payment and the receipt is recorded.
  • Reconciliation needed: Paystack reported something that needs checking, such as a reversal.
  • Superseded: an amendment replaced this invoice.

Where the money goes

Asiri does not hold your payment. Paystack splits it when it is collected: Asiri takes its share, and the rest goes to the practice's payout account. Asiri records the collection. The practice's bank confirms settlement separately.

Querying a line

If one line is wrong, press Query an invoice line, choose the Invoice line and give a Reason, then press Record query and pay the undisputed amount. The query is dated on the invoice. Press Withdraw line query when it is settled.

Common questions

"Is anything held in escrow?" No. Nothing is held. If you are unhappy with the work, withhold the disputed line and pay the rest.

"Does paying give the practice access to our records?" No. Access is approved separately with a one-use code.

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