Active Workdesk Offline Payment Add-on

Introduction

The Active Workdesk Offline Payment Add-on is a powerful tool designed to streamline your payment processes and give you more flexibility when managing transactions. This add-on allows you to create and send invoices to your clients, receive payments, and track payment history all from within the comfort of your own office. No longer will you have to worry about slow internet connections or limited access to online payment gateways.

In this tutorial, we will guide you through the process of setting up and using the Active Workdesk Offline Payment Add-on. By the end of this tutorial, you will have a solid understanding of how to utilize this add-on to enhance your payment workflow and improve your overall efficiency.

Step 1: Installing the Add-on

Before you can use the Active Workdesk Offline Payment Add-on, you need to install it. To do this, follow these steps:

1. Log in to your Active Workdesk account and go to the "Settings" section.
2. Click on the "Add-ons" tab and search for "Offline Payment".
3. Click on the "Install" button to begin the installation process.
4. Follow the prompts to complete the installation.

Step 2: Configuring the Add-on

Once the add-on is installed, you need to configure it to work with your account. To do this, follow these steps:

1. Go to the "Settings" section of your Active Workdesk account and click on the "Offline Payment" tab.
2. Fill in the required information, including your payment gateway account details, payment settings, and receipt settings.
3. Save your changes.

Step 3: Creating and Sending Invoices

With the add-on configured, you can now create and send invoices to your clients. To do this, follow these steps:

1. Go to the "Invoices" section of your Active Workdesk account and click on the "Create Invoice" button.
2. Fill in the required information, including the client's details, the invoice date, and the payment terms.
3. Add items to the invoice by clicking on the "Add Item" button.
4. Set the payment method to "Offline Payment" and specify the payment amount.
5. Save the invoice and send it to the client.

Step 4: Tracking Payments

Once you've sent an invoice, you can track the payment status by following these steps:

1. Go to the "Invoices" section of your Active Workdesk account and click on the "View" button next to the invoice you want to track.
2. Scroll down to the "Payment" section and click on the "Track Payment" button.
3. Select the payment method and specify the payment amount.
4. Click on the "Mark as Paid" button to update the payment status.

Step 5: Reconciling Payments

To ensure that your books are accurate and up-to-date, you need to reconcile your payments regularly. To do this, follow these steps:

1. Go to the "Payments" section of your Active Workdesk account and click on the "Reconcile" button.
2. Select the payment method and specify the date range you want to reconcile.
3. The add-on will automatically generate a reconciliation report, showing the payments that have been made and any discrepancies.
4. Review the report and make any necessary adjustments to ensure your books are accurate.

Conclusion

The Active Workdesk Offline Payment Add-on is a powerful tool that can help you streamline your payment processes and improve your overall efficiency. By following the steps outlined in this tutorial, you can quickly and easily set up and use this add-on to manage your payments and enhance your payment workflow. With the Offline Payment Add-on, you can say goodbye to slow internet connections and limited access to online payment gateways, and hello to faster, more flexible payment processing.