Using Confido Payment Integration

The Confido Payment Integration allows Users to include Payment Links as part of Invoices generated in Clarra, and automatically update Payment Status when Payments are submitted. Users simply send their client an Invoice with a Payment Link, the client pays via the link, and the Invoice shows as “Paid” on Clarra.

The benefit here is twofold:

1. Billing is more convenient and efficient with a direct, secure link to Confido’s payment platform on Invoices. 
2. Synchronization between Confido and Clarra ensures that all Payments are properly accounted for and their status is always up-to-date.

To Use the Confido Payment Integration:

Create and Send an Invoice

• Create an Invoice in Clarra
• Click “+Add Payment Link” on the Review and Edit Invoice page
• Select the Account to Deposit the Payment to
• Publish the Invoice
• Press the three dots to the left of the Published Invoice
• Share the Invoice
  • Press “Send Invoice” in the dropdown menu to share the Invoice with your client. You must have Communications enabled to do so.

OR

• Click “Export” to download the Invoice in your preferred format, and share with your client through an external platform.

Client Payment Procedure

• Your client will click on the Payment Link included in the Invoice shared with them
• They will be sent to a secure payment portal to enter payment information
• After clicking “Complete Payment”, the Invoice Status will appear as “Paid” on Clarra 
• In the client’s Account on Clarra, the Payment Status will appear as “Pending”, and automatically update once confirmed
• The Payment will also appear in the Account you selected for Deposit