Payment and handover
Follow a customer's payment in the Partner app, open the customer payment link, and hand over the catalogue, installer link and feedback link once payment is confirmed.
After JPRAXC reviews an order you submitted, it prices it and issues a payment link. The customer pays JPRAXC directly; you never collect the money. The order screen in the Partner app shows the payment status and the invoice, and once the payment is confirmed it gives you the catalogue, the installer download link and the feedback link to hand to the customer.
What the customer receives from JPRAXC#
- A Payment request e-mail with the order details, the total payable and a Pay securely button. It goes to the customer's billing e-mail, or to the administrator e-mail if there is no separate billing address.
- After payment, a Payment received · GST invoice e-mail to the customer's administrator, with the GST invoice attached.
- Then the licence and activation details, sent to the administrator.
Tell the customer to expect these e-mails from JPRAXC and to check their spam folder. See Buy a licence: the complete journey for the customer's view.
Follow the payment#
- Open the Sales tab and choose Orders. Use Search customer or product to find the order.
- Open the order. The badge at the top shows the payment status reported by JPRAXC.
- While the order is unpaid, Open customer payment link opens JPRAXC's checkout in your browser, for example when the customer is sitting with you and wants to pay on the spot.
- Select Verify latest payment status to refresh the status.
- The Invoice card shows whether the invoice is Issued and whether the invoice e-mail has been sent.
Hand over what the customer paid for#
The After payment section of the order opens once the payment is confirmed. Until then it says Opens when the payment is confirmed.
| Item | What to do |
|---|---|
| Download catalogue | Select Open catalogue to open the product catalogue PDF and share it with the customer. |
| Download installer | Select Get download link. The app shows how long the link is valid and how many downloads it allows. Select Copy link for the customer and send it to the customer, or Open download to download it yourself when you are installing for them. |
| Feedback link to send | Select Get feedback link. Then choose Share on WhatsApp, Copy the message with the link, or E-mail it from JPRAXC. The link is personal to the customer's administrator. |
When a link expires, go back, open the order again and select Get download link or Get feedback link for a new one.
Good to know#
- Payment and deployment are tracked separately. Once an order is paid, follow its delivery under Sales › Deployments. See Follow deployments.
- Customer payments must always go to JPRAXC through the payment link or the account on the invoice. Never give a customer a personal account or UPI ID to pay into.
- The licence and activation details go only to the customer's administrator. Do not ask the customer to forward them to you.
- If the badge shows a sandbox or test notice, no real payment or activation happens on that order.
Troubleshooting#
| Symptom | What to do |
|---|---|
| The customer has not received the payment request | Ask them to check spam, and confirm the e-mail you entered. Then ask JPRAXC in ConnectX to resend it. |
| The customer paid but the status has not changed | Select Verify latest payment status. If it still has not changed after a while, ask JPRAXC in ConnectX with the order reference. |
| Open customer payment link is missing | The order is already paid, or JPRAXC has not issued the link yet. |
| The installer link has expired or been used up | Open the order again and select Get download link for a new link. If that does not work, ask JPRAXC in ConnectX. |
