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Using the Finance screen in WebShop

Purpose and scope

Your customers may wish to view or print invoices or credit notes from their WebShop account or pay a specific invoice balance.

This article provides a step-by-step guide on how to carry out these actions from their WebShop account.

Step by step

Step 1: Log into WebShop

Log in

Log into WebShop with your username and password. This opens WebShop's dashboard.

LogIntoWebShop.jpg


Step 2: Open “My Account“

Open

Click My Account to display the account details screen. This screen contains details of your account, as shown.

Finance-MyAccount.png

Step 3: View Finance

View

Select Finance in the left menu bar. This opens a list of transactions made using this customer’s account.

Finance-screen.png

Actions available

  • Filter the list of transactions by ERP reference, web reference, or date range.

  • Filter the list of transactions using the dropdown box on the right of the screen.

  • View details for a specific transaction using the View dialog box beside the

  • Pay an invoice.

Actions available

Filter by field

Using the input boxes at the top of the screen, filter by ERP reference, web reference or date range.

Example

The transaction list has been filtered by date range; only those transactions made in 2025 are included in the result set.

Finance-screen-filterByDateRange.png
Filter by transaction type

Filter the list of transactions using the dropdown box on the right of the screen.

Example

The transaction list has been filtered by Invoice; only Invoices are included in the Result Set.

Finance-screen-FilterbyTransactionType.png
View

Select View to the right of the specific transaction you wish to view.

Key points when viewing credit notes

  • If WebShop is integrated with SAP Business One or Microsoft Dynamics 365 Business Central, the credit note is displayed using a standard template stored within WebShop.

  • Credit notes are retrieved as PDF files from Intact iQ. The credit note is displayed using the style contained in the PDF.

Example

Select View to the right of the invoice whose web reference is A/R Invoices-DC1. This opens the details of this invoice.

Finance-screen-ViewDetails.png
Pay
  • Select Pay to the right of the invoice you wish to pay. This opens the payment screen.

  • Select your payment method, select Make Direct Payment, and follow the payment process.

    FinanceScreen-PayInvoice.png
  • Once a payment has been made for a specific invoice, the Pay button is no longer a visible option for your customer.

  • Once a payment has been made, your Accounts team receives an email with the amount paid, the web reference, and a payment confirmation reference. This allows your Accounts team to allocate the payment correctly in your ERP.

The email is sent to the email address in the Web Payment Email field under Features → Emails in Settings.

Settings-PaymentEmailAddr.png
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