Invoicing & payment
How invoices are generated after report acceptance, the supported payment methods, and how payment is collected and refunded.
After a report is accepted and delivered, the order moves to billing. An invoice is generated, payment is collected through one of several methods, and the order is marked paid. Payment is gated — it can't complete until delivery and approval are done.
Payment actions are mission-critical: they must be validated, must not produce duplicate charges, and must be reversible. Every payment and refund is recorded in the audit trail.
What an invoice contains
The invoicing scenario for an order determines who pays and how. An order's charges typically break down into:
| Component | Meaning |
|---|---|
| Order fee | The base appraisal fee |
| Technology fee | The platform processing fee |
| Vendor charges | The vendor's portion (what the appraiser is paid) |
Generating the invoice
Get the order's invoice data
Create the invoice
Review the invoice detail
Payment methods
OmniValVMS supports several payment methods. The available methods depend on your client configuration.
| Method | Notes |
|---|---|
| ACH | Bank transfer |
| Check | Manual / offline |
| Credit Card (Stripe) | Online card payment |
| PayPal | Online wallet |
| Payment Link | Borrower-paid link emailed to the borrower |
List what's configured for your client:
Collecting payment
| Action | Endpoint |
|---|---|
| Collect payment on an order | |
| Create a payment record | |
| Record a payment received | |
| Mark the order paid |
Card payments (Stripe)
For card payments, create a Stripe payment intent and confirm it client-side:
| Action | Endpoint |
|---|---|
| Create a Stripe setup intent | |
| Create a Stripe payment intent |
An order can't be paid until it has been delivered and approved. Attempting to collect payment earlier will not complete the order. This protects against paying out before the deliverable is actually accepted.
Refunds
Payments are reversible. Refunds are tracked just like charges.
| Action | Endpoint |
|---|---|
| Refund an order payment | |
| Refund (generic) |
Payment history
| Action | Endpoint |
|---|---|
| Order payment history | |
| Vendor payment history |
What's next
With payment processed, the order can be completed.