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General data and installation instructions

 

Want to get your invoices paid easily and quickly? Then use payment links! When sending an invoice in PERIFACT via the email Along with an invoice comes a payment link. When your customer clicks on the link the browser will open with a choice menu of the number of available banks and of course with the amount as mentioned on your invoice.

Example screen of iDeal payment | Best invoice program Windows - PERIFACT - invoice software

Optionally, a QR code can also appear on the printed invoice or PDF. 

PERIFACT uses Mollie, one of Holland's largest payment providers. All you need to do is create an account at Mollie create and copy the so-called API key to PERIFACT. 

Mollie has no monthly fees or start-up costs, only a small fee per transaction. The first transaction can often be performed the same day after signing up ( Source: Mollie ).

What is a QR code?

A QR code is a bar-code with all kinds of dashes and dots that can be printed on the invoice, both on paper and on the PDF. This bar-code can then easily be scanned with a smart-phone ( e.g. iPhone, SAMSUNG) via the camera function. This is fully automatic on your phone. You just need to point at the code and then follow the further instructions there! 

PS: This also works for the demo version of PERIFACT!!!

A general video about payment links

A nice video with general information. For anyone still unfamiliar with payment links.

INSTRUCTIONS to activate Mollie in PERIFACT

 

To activate payment links in PERIFACT, follow the following simple steps. In PERIFACT go to main menu: SETTINGS - MOLLIE. Follow the 3 steps listed.

Step 1 - copy the API key

Make sure you create/have a Mollie account.

PERIFACT Mollie with QR code settings and error message search

Once you are logged into the website with Mollie you can go to the "More" menu option to the section DEVELOPERS go so that the API keys become visible.

On your right side are 2 API keys. The idea is to copy one of the 2 to PERIFACT. Do you want to free of charge try/test? Then press the 'Copy' button of the Test API Key. If you want to create real payment links copy the Live API key.

Mollie - through menu OTHER, choose DEVELOPERS option
Mollie - copy the API key
Now that the key has been copied, go back to the PERIFACT screen and make sure that this API key enters PERIFACT by standing in the 'Your Mollie API key' box and using the right mouse button to paste either you press the CTRL + V key combination or even easier press the small button next to the input field.

Step 2 - Test your account (required)

If all goes well, PERIFACT will report that your account is working!

 

Step 3 - Further settings

You can now (temporarily) activate or deactivate the payment links at any time in step 3.

When saving/printing/emailing an invoice, a payment link is now automatically created. If you change the invoice later, the payment link will be dropped (invalid) and a new payment link will be created!

PERIFACT Mollie with QR code settings and error message search
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TEST IF IT WORKS

You can now see if everything is working properly. By making a new invoice can  testing whether the QR code and/or payment link works. The payment link appears only when emailing the invoice from PERIFACT. The QR code appears on the PDF or printed invoice.

 

I don't see a payment link in the email!

  • Make sure you have a new invoice creates. Old invoices may not have payment links
  • Under menu SETTINGS - MOLLIE, see if STEP 3 "Yes, automatically create a payment link with invoices" is ON?
  • Is the invoice amount higher than what is set in menu SETTINGS - MOLLY? By default this is set to 2 euros. So if you have an invoice of 1,95 euro then no payment link will be created.
  • At STEP 3, turn "Show error messages coming from Mollie" ON
  • Check on the Mollie website in your DASHBOARD that all the settings are correct. By checking the SETTINGS there, usually there is NO payment method selected as default yet. But also check that your passport/ID has been uploaded and that Molllie can fully work with it. 

  

I don't see a QR code on my invoice

  • Make sure you have a new invoice creates. Old invoices may not have payment links and therefore QR codes. A QR code is a modern form of a payment link.
  • Under main menu SETTINGS - MOLLIE, look at STEP 3 "Yes, automatically create a payment link with the invoices." ON state?
  • Look at main menu SETTINGS - MOLLIE at STEP 3 "Show QR code with payment link" ON state?
  • Is the invoice amount higher than what is set in menu SETTINGS - MOLLY. This defaults to 2 euros. So if you have an invoice of 1.95 euros then no payment link and therefore no QR code will be created.
  • Do you use a invoice layout that includes a QR code? Especially old PERIFACT versions did not yet have a QR code in the layout. So if you have your own 'rebuilt' invoice layout, it is possible that the QR code is not (no longer) in there. You can easily try it by temporarily selecting a different layout via main menu SETTINGS - ADJUST HOME STYLE and then select for example 'Ocean'. 
  • Have you (temporarily) disabled the option that determines whether to show a QR code when creating an invoice, [Payment Link] tab. See image below:
Activate QR code option when creating an invoice