Solution for Canadian professionals and small businesses to automate their billing and payment processing through Interac e-transfer.
To learn how easy it is to create your first invoice and send it to your client.
All you need is to input their name and email address.
Under each client you can find the following sections:
Product and Services - is your shared list of products and services that you provide to your clients. Select items you wish to include into your document. Click the corresponding button to finalize the invoice.
The important part of the invoice is the link. It allows your client to track the invoice status and download the PDF version of receipt when it's ready.
The dedicated mailbox you have registered awaits for new Interac e-Transfer notifications. Once the payment is received, the corresponding invoice will be automatically matched to the payment. Your client will instantly get your branded receipt moments after the money is transferred to your account.
Your first invoice was sent, paid, matched and closed!
If you already have a preferred email address to receive Interac e-Transfers -
we offer the option to keep your email address while still using our payment matching engine.
With 0% fee on transaction.
All cases are covered: from A to Z.
Invoices have different statuses that indicate the current state.
The status of an invoice could be changed over time based on the manual actions or the email analysis system.
The initial status of an invoice upon creation. It indicates that the invoice not been sent to client and no payment is expected.
This status indicates that the invoice has been sent to the client and payment is expected. It awaits an Interac email notification to be move to the next step.
Tip: You always have the ability to cancel or to complete invoices manually at any time.
This is an irreversible status that can only originate from an 'Open' invoice status. It indicates that the invoice has been canceled, and no payment is expected. If the invoice email was sent, a notification about the cancellation will be sent to the client as well. This status is used to halt any further actions on the invoice and close it out in the system.
This is also an irreversible status that follows the "Paid" status. It indicates that the payment process is finalized, a receipt has been sent to the client, and no further actions are required on this invoice.
These markers are used to provide additional information about Open invoices statuses.
They are based on the payment amount and the invoice total requested amount.
These flags indicate that the invoice has payments attached, but the amount paid does not match the requested amount on the invoice.
: This flag indicates that the invoice has been paid in full but the receipt has not been sent.
You can choose to have more control and select to not have the app send your receipts automatically.
Know more about the team behind Ottomatiq and the mission we are on.
Check out our About page for more information.
Learn moreOttomatiq is designed for professionals who deliver services and prefer to accept Interac e-transfer as payment for their services. When it's crucial to track payments by e-transfer and provide a receipt for services - Ottomatiq is the right tool.
Our solution automates the monitoring of these tedious administrative duties so you can focus on building your small business or health or wellness practice and maximize your productivity.
Learn how Ottomatiq is working to provide Canadians with comprehensive control over their digital transactions.
Check out our FAQ for more information.
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