Invoice as a Payment Method

Invoice is included in the out-of-the-box payment options in the Limio Acquisition Flow since package version 11.55.

In order to implement Invoice as a payment option in any of your existing Limio flow copies, follow these steps:

1. Update Payment Selection Screen:

   • Add the 'Invoice' option to the Select Payment dropdown on the Payment Selection Screen.

2. Modify Decision Element:

   • In the Decision element, introduce a new path specifically for the 'Invoice' payment option.

3. Create Invoice Delivery Preferences:

   • Utilize a standard flow Picklist element to establish a list of invoice delivery preferences. By default, options include 'Post' and 'Email.'

4. Generate Text Formula Resource:

   • Create a new text formula resource, and reference the selected invoice delivery preference using the following format

     '{"type": "invoice","invoicePref":"' & {!How_should_the_invoice_be_delivered} & '"}'

5. Assign Formula Value:

   • Assign the value derived from the new formula to a flow payment property:

   

   Screenshot 2023-11-29 at 11.34.51.png
6. Capture Billing Details:

• • • Ensure the capture Billing Details and map them to the appropriate fields within the billingAddress flow property.

For a step by step overview of these key elements, please refer to the short Loom video below: