How to Send an E-Invoice in the Valor Portal | Valor PayTech

Press Play to learn more about Valor E-Invoice 

 

Send an Invoice in Valor Portal Instructions

Go to www.online.valorpaytech.com and enter your login credentials.

---

Select Virtual Terminal in the side bar menu.

---

Select E-Invoice from the transaction options.

---

Enter the invoice amount and either the customer’s phone number or email address. One of these is required for the customer to receive the E-Invoice. Once these details are entered, the Send E-Invoice button will become active.

• Descriptor: The label that appears on the customer’s card statement.

• Validity: The number of days the E-Invoice link will remain active (default is 5 days, maximum is 30 days).

---

After reviewing the details, click Process. A confirmation screen will appear where you can verify transaction details before the E-Invoice is sent.

You can optionally remove the non-cash charge by clicking the “x” beside the fee.

---

Once processed, click OK to return to the main screen and continue with other transactions.

To review or manage E-Invoices, click Manage in the upper-right corner of the E-Invoice screen. From here, you can view transaction history and manage existing invoices.

Tip: The customer’s credit card information is tokenized and stored securely. For future transactions, simply enter the customer’s phone number or email address to recall their payment details.

---

 

Valor E-Invoice Demo Video

 

Press Play to watch a demo of E-Invoice in Valor Portal