Manually Triggering Payments

uCollect specializes in the AUTOMATIC collection of your invoice based on PRE-APPROVAL from your customers.  So manual execution is not really something that we focus on.  However, there are some options.

For direct gateways that are eligible for Pay Now, you can use the Pay Now screen as a way to manually initiate payments for a single customer.  The best way to do this is:

  1. Set up the contact in uCollect as normal, then suspend the contact.
  2. Make sure that the Gateway is enabled for PayNow (Edit Organisation, select the green edit icon next to the gateway).
  3. When they approve you to charge them you can click on the PayNow link in uCollect (or install the Chrome Extension and click on the Pay Now link on the Xero invoice page) and choose to pay One or more invoices, using the payment details already on file.

If you have an Upload gateway, you can always choose when to generate the file, and you do have the option to suspend any invoices before the batch is processed through the pre-process screen (just click on the blue link for the total and you will be given a list of invoices – note that suspending one will actually mark the invoice as suspended and therefore will not be automatically attempted again).

To process more than one customer at a time you should use the Process Now routine (from the Actions menu).

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