We were wondering if there's a way to send customers an invoice from DEAR with a link to process the invoice via credit cards? perhaps through paypal?
Yes , we support two payment processors Paypal and Stripe. Please check this doc for more details on how it works http://dearsystems.com/inventory-software/wp-content/uploads/2015/08/HowToPayWithStripeAndPaypal.pdf
Just trying to work out invoicing and wondering if you can help me out? I want to create an invoice that when I email out we can provide a link to pay via credit card or paypal. Can you please advise me of how to do that? Also I am looking to set up a generic email that when I send it out to the customers it displays the invoice amount and also addresses the email to the appropriate contact. Can you also advise me on how to do that? I can attach an invoice and an email that we generate in Xero which we are hoping we can replicate in DEAR systems.
You will need to add one of the following mail merge fields to your invoice depending on the payment processor used "Pay with PayPal" or "Pay with Stripe".
Here's a guide to help you understand how to edit email templates https://dearsystems.freshdesk.com/support/solutions/articles/1000111964-email-templates. You may also view our video tutorial 'Template Editing' at https://www.youtube.com/watch?v=R-WL439BZL4.
We're in the process of evaluating your software. Please advise if I will have the ability to integrate your software with PayPal?
Thanks for your interest in DEAR Inventory. Our software don't use any payment processors. Usually it's accounting software that includes that sort of integrations.
I would like to account for an expense (bank & merchant account fees) on an invoice, as this is a portion expense to Paypal. How can I select the bank & merchant account as an option on our invoice, as this account does not show as an option.
You are right, expense accounts are not available on the invoice. You can create a new income account 'Bank Fees Income' and then make a manual adjustment monthly to transfer the amount to the expense account.