Money can be transferred in two ways using Otechie. The first is if a client purchases a service with an upfront hold. This will create a hold on the credit card the client inputs during checkout, which can then be captured at the consultant's discretion. The second is when a consultant creates an invoice by adding items, and sends it to the client who then pays it with a credit card.

Capturing an Upfront Hold

When you wish to charge the client for the amount held, find the invoice with the status "uncaptured" in the Conversation Details, press the three dots to its right and select "Capture charge". This will charge the client's credit card for the amount listed, create a conversation event saying that you did this and generate a transaction in your balance.

Adding Items

Open the conversation Details Sidebar and click Add Item to add an item. Each invoice will list one or more items added through this method. Once you add an item you can edit or delete it by clicking on it in the Conversation Details Sidebar. Adding, editing, and deleting invoice items will be sent as conversation events. The member who creates an item will be associated with it for calculating internal balances. You can also use the /add [amount] [description] slash command to add items.

Changing Currency

You cannot have two upcoming invoice items of different currency as each invoice will be of one currency. If you add or edit an item to a different currency than the rest of the upcoming items, they will all be changed to this currency.

Tax Ids

Your clients can add and edit their VatId under Settings > Account Profile. When you send invoices the client's Vat Id will appear on the invoices.

Sending Invoices

Click the blue Invoice Now button in the Conversation Details Sidebar or use the /invoice slash command to finalize and send an invoice containing all of the pending invoice items. A modal confirming the invoice will pop up like below:

Paying Invoices

When an invoice is sent, it will send an email and conversation event with a link to pay the invoice. With this link your clients will be able to pay with a credit card or bank transfer depending on the invoice amount and your location.

Stripe Integration

To use Otechie's invoicing functionality you must attach a Stripe account to your account. Otechie will add customers to your Stripe account for each conversation on Otechie. To attach your Stripe account go to Settings > Setup Tasks and click Attach your Stripe Account.

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