Cloudy Revenue Inventory Knowledge Base

Payment Creation Steps

Cloudy Inventory supports both Online Payments and Offline Payments. Customers can pay invoices using a secure payment link (Guest User) or the finance team can record offline payments directly in Salesforce.

Option 1: Online Payment (Guest User)

Step 1: Receive the Payment Link

The customer receives a secure Payment Link via email or SMS from the Invoice.

Step 2: Open the Payment Link

Click the Payment Link to open the secure Payment page.

Review the invoice details, including:

• Invoice Number
• Invoice Date
• Total Invoice Amount
• Outstanding Amount Due
• Invoice Line Items

Step 3: Select Payment Details

Choose the required payment options:

• Payment Method
  • Credit Card
  • ACH / Direct Debit
• Payment Mode
  • Full Payment (default for Guest User payments)

Step 4: Provide E-Signature (If Required)

If electronic signature is enabled by the configured Payment Gateway:

• Type your name in the E-Signature field, or
• Draw your signature using the Draw option.

Step 5: Enter Payment Information

Depending on the selected Payment Method:

For Credit Card

Enter valid card details, such as:

• Card Number
• Expiration Date
• CVV

For ACH / Direct Debit

Enter the required bank account information.

Step 6: Complete the Payment

Click Pay to submit the payment securely.

Upon successful payment:

• A Payment record is created.
• A Transaction record is generated.
• The payment is allocated to the Invoice.
• The Invoice and Payment statuses are updated automatically.

Option 2: Offline Payment

Step 1: Open the Invoice

Navigate to the required Invoice record in Cloudy Inventory.

Step 2: Capture Offline Payment

Click Pay and select an offline payment method, such as:

• Cash
• Bank Transfer
• Other

Step 3: Enter Payment Details

Provide the required payment information, including:

• Payment Amount
• Payment Date
• Payment Method
• Payment Notes
• Reference Number (if applicable)

Step 4: Save the Payment

Click Save to record the payment.

Cloudy Inventory creates the Payment record, updates the Invoice balance, and changes the Payment and Invoice statuses accordingly.

Best Practices

• Always create Payments from the related Invoice whenever possible.
• Configure a default Payment Gateway before processing payments.
• Verify the payment amount before capturing the payment.
• Use Partial Payment only when installment payments are required.
• Allocate payments promptly to maintain accurate financial records.
• Regularly monitor pending settlement amounts.
• Track refunds through the associated Transaction and Refund records.
• Maintain accurate payment notes for audit purposes.
• Use the appropriate Legal Entity for multi-company implementations.
• Periodically reconcile captured amounts with payment gateway reports.