Flex Cloud: Create a payment – Design

Create an invoice, edit the invoice and generate a pdf all on the Flex platform.

Create a Payment

On the Flex platform select the Project with the design and click on Project Details in the top toolbar.
Select Invoices in the top toolbar. Here you will see a list of Invoices that have been created. For information on how to create an invoice click here.
Select Edit Invoice under the more options button in the row of the Invoice you want to raise this Payment for.
In the Edit Invoice window select the tab Payment.
In the Payment tab select Add New.
The Create Payment window will open for you to add details sych as the due date, amount and Payment method.
Note: If you select Cyncly Pay it will generate a link to send to the customer to make the payment.
Select Create when you are ready.

Edit a Payment

On the Flex platform select the Project with the design and click on Project Details in the top toolbar.
Select the option Payments on the top toolbar.
Select Edit Payment in the more options icon in the row of the Payment you want to edit.
This will open the Edit Payment window and enable you make any changes you want to make.
Make your changes and click on Save.

Change the status of a Payment

On the Flex platform select the Project with the design and click on Project Details in the top toolbar.
Select the option Payments on the top toolbar.
Select Edit Payment in the more options icon in the row of the Payment you want to confirm.
In the Edit Payment window select the drop down under the option Status and select Paid.
Note: If the payment method was set as Cyncly Payments the status of the payment will update automatically when the payment has been made.

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