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Payment collection is a distinct step from invoicing — an invoice being finalized (Sent) doesn’t by itself start collecting payment.

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The trigger

Once an order is approved and its invoice is finalized, that invoice becomes ready to collect. Collection then starts one of two ways:
  • Automatically, if the customer has auto-accept enabled — FikaTrade queues collection right after the order is approved, with no action from your team.
  • Manually, when a member of your team selects Collect Payment on the invoice.

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What method is used

Collection uses the customer’s default payment method — whichever PayTo agreement or card they currently have set as default. If they don’t have a usable default method, collection fails with a message telling you why, rather than falling back to another method automatically.

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The amount collected

The amount collected is the invoice total at the time collection starts, and it’s locked once collection is underway — later changes to the order don’t retroactively change an in-progress or completed collection.

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Multiple attempts

If a collection attempt fails, selecting Collect Payment again on the same invoice retries it — see Failed payments and retries.