Help Center
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Getting Started
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Items
- Adding images to items
- Creating Combo Items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Add New Item
- How to Create Custom Fields for Items
- Importing Item List
- How to bulk update item sales price
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Employees
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Sales
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to set credit limit to customer
- How to create a credit sale
- How to create a Pickup Invoice
- How to create a Delivery Invoice
- Selling an Item with a Serial Number
- How to add/modify a Customer
- Refund/Exchange an item
- How to create a Sales Return
- How to send square payment link to customer from AltheaSuite
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to issue a Store Credit to Customer
- How to create a customer group
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
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Tax
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Settings
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Online Shop
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Purchase
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
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Order Management
- Create a Custom Order Status
- Order Approval Header and Footer Setup
- How to send an Order Approval email to customer
- How to send Status check link to customer
- Check stock availability for an Order
- Create a new Order
- How to create a Backorder
- How to create a Drop Shipping for Backorder
- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Configuration of Approval Process for Orders
- Order Status Header and Footer Setup
- Setup Body Template for Status Check Link email
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Offers
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Inventory
- How to transfer Inventory from One Warehouse to Another
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- Adding Opening Stock
- How to dispatch stock of invoiced items
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- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
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Delivery Management
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Serial Numbers
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Manufacturing
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UPC Barcode
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Shopify Setup
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Reorder
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Service
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Integrated Shipping
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Service Tools
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Jobwork
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Lot Numbers (Batch)
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Quickbooks Desktop
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to add Department of Revenue for Tax accounts in AltheaSuite?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- Map Financial Account Names, Account Types and Class Name
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- QuickBooks Sync with Item details and receipts
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- Name Template formatting for QuickBooks data sync
- How to setup QuickBooks Web Connector
- Troubleshooting QuickBooks Desktop Errors
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
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AltheaSuite-APP
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Quotation
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Hubspot Integration
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Repeat Services
- How to create a Sales Invoice from a Repeat Service
- How to modify an Invoice created from a Repeat Service
- How to create a subscription for repeat services on a monthly basis
- How to create a subscription for repeat services on a weekly basis
- How to create a service on a specific day from an existing subscription
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Check
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Receive Payments
How to send square payment link to customer from AltheaSuite
1. Configure Email Setting
To send payment link to your customers from AltheaSuite, you need to configure email settings in AltheaSuite. You can then send Payment link via email to your customers.
To configure the email settings to send payment link, follow the steps below:
Step 1:Â Login to your AltheaSuite account.
Step 2: From the main menu click Settings.
Step 3: Select Email Accounts.
Step 4: Click +New
Step 5: On the New Email Account window, specify the information on the fields.
- Account Name :Â Here enter your account name (ex:Â Invoice Mail, Payment Link Mail, Supplier Mail, etc)
- From Name : Enter the name you want to show when you send email notifications
- From Email Address :Â Enter your email address.
- From Email Account Login id :Â Enter the email id to send invoice notifications.
- From Email Account Password :Â Enter your email password.
- Select I am using a Gmail account to send emails if you have Gmail account
- Select I am NOT using a Gmail account to send emails if have an email account other than the Gmail account.
Step 6: Click Create to add your account
Step 7: Once you have configured email settings, navigate to Locations and select Business Location.
Step 8: Select Business location to configure email format and click on three-dotted button [:]
Step 9: From the menu options select Email Format.
Step 10: On the Email Format window, specify the information on the fields.
- Email For : From the drop-down list select Payment Link Email For Invoice
- Mark the checkbox Is Active.
- PDF Attachment :Â Select the document that you send as attachment.
- Attachment Name :Â Enter the name of the attachment
- Email Account :Â Select the email account. This email account will serve as the default email account which will send the payment link email to customers who placed orders.
- Subject :Â Enter the subject line
- Body :Â Type the message in the email body.
Step 11: Click Save and Close Email format window.
Note:Â If you facing a problem on sending emails from Gmail account,
- Go to your Google Account
- On the left navigation panel, click Security.
- On the bottom of the page, in the less secure app access panel, click Turn on access.
- Turn on Allow Less Secured Apps.
2. Configure Square account
Althea Suite supports Square, PayPal, Stripe, PayU money, and Authorize.net payment gateways. Follow the steps to configure your payment gateway.
Follow the steps below to configure your Square Account to send payment links to your customers.
Note: Before you set up the integration, make sure you have an active account with Square.
Step 1: From the main menu, go to Settings
Step 2: From Settings select Payment Gateway option.
Step 3: From the Payment Gateway drop-down list, select Square option.
Step 4: Click Authorize AltheaSuite to Process your square payments.
Step 5: This opens Square account login page in new tab, enter your square account login credentials and click Sign In to authorize AltheaSuite to process your square payments.
Step 6: Go back to AltheaSuite, select the Square Location and click Create.
3. Send Payment Link
Follow the steps below to send invoice payment links to your customers.
Step 1: From the main menu, go to Sales and select Sales Invoices.
Step 2: Click Create Invoice.
Step 3: Select customer and other information as required.  *  Indicates a required field.
Note: Make sure the selected customer has email id specified and mark the checkbox Email Sales invoice to customer.
Step 4: Add items to the sale. If you click on the item field a drop-down list of your items will appear. Or you can type in the item’s name to find the desired item.
- You can also change the quantity of selected items. Enter the invoice qty in Quantity field.
- If you want to remove any item from the invoice you can click on the three-dotted button and click on Remove.