Off-Session Invoice Payments

Off-Session Invoice Payments Admin Client Zone

We are pleased to bring you this feature, Off-Session Invoice Payments. In short it allows Admins to charge a Client/Buyer card, for Invoices without the need for Client interaction.

Clients card details are saved within their Client Zone ready for Off-Session Invoice payments:

INFO: When a Client sets up their account, giving Card Verification. Those details are stored for Off-Session Payments.

What Does Off-Session Mean?

“Off-Session” is when the payment is initiated automatically or by the merchant. This terminology is specific to Stripe to try & represent how the payment attempt was created & better understand what actions can or can’t happen during the payment process.

When a payment is made “On-Session”, the customer is present on your website & is trying to pay you. If the payment fails, they can try again with a different payment method. If the payment requires an additional action they can go through those steps immediately to complete the payment.

When a payment is made “Off-Session”, the customer is not present on your website or application to confirm the payment. If any action is needed after the confirmation of an “Off-Session” payment, you would need to get the customer back “On-Session” to go through with the next action.

How-To Set Off-Session Payments:

Firstly you must have your Stripe account set up on your Snoofa System Settings. You can find a little more about the various integration possibilities within the Integrations - Connecting You article. 

Connect with Stripe

NOTE: It is very important to note that once this new feature is turned on for your system, that you will need to connect Stripe via your System Settings > Integrations page, even if you were previously connected. Once you have connected to Stripe after this process, you will be able to use your account as before without change.

Get started with Stripe

If you already have a Stripe Account you wish to use, then enter that Email, then Password. Otherwise choose to create a new account. This process must be done even by those previously connected, to be able to continue to use the payment system, once the Off-Session Invoice Payments feature is turned on.

Create Stripe Account

Next you need to have payments active for Online Card Payments, within System Settings. Please find out more about this within the Payment Methods - Add, Edit & Hide article on the Snoofa Knowledge Base. 

Payment Methods

How-To Use Off-Session Payments:

Once these above settings are in place, charging a Client/Buyer is just a couple of clicks for Admins. Go to the Invoice you wish to process, change the Payment Method to Online Card Payment (if not already set) & click on the Charge Buyer button.

Invoice Parameters

Charge Buyer Button

NOTE: Please take notice of the Charge Buyer buttons tooltip. It will give you vital information, e.g. explaining why the button is greyed out & unusable. 

Paid Invoices will show as paid to both Admins on the Invoices page & to Clients on their Client Zone account. You can also add partial payments, taking different payment types or payments on different days.

Invoice Paid - Within Admin

Invoices - Client Zone Account

It really is as simple as that. within a few clicks Admins can take payment for Invoices from Clients. Potentially speeding up how soon the money comes in.

NOTE: Clients can also make payments via their Client Zone account, & their saved card details. As well as add, delete & choose a default payment card.

When ready to have Off-Session Invoice Payments turned on, please let us know. Once turned on, online card payments will not work until you connect your account to Stripe, even if you were previously connected to Stripe.

See the rest of our Knowledge Base, to understand & learn more about Snoofa.