Through the Customer Portal, you have the ability to offer your customers the convenience of online payments. Certain settings must be in place before this option is available. For more information on understanding the necessary settings for online payments, as well as how to invite your customers to use the Customer Portal, please see Customer Portal Module Overview.
Table of Contents
- Entering a Payment Using the Make a Payment Section
- Entering a Payment Within an Order
- Understanding and Using the Different Payment Methods
Entering a Payment Using the Make a Payment Section
Note: This section will not be available in the Customer Portal unless the settings for accepting online payments have been enabled. For more information on enabling online payments, please see
Customer Portal Module Overview.
Begin by navigating to Customer Portal / Make a Payment.
1. When hovering over the line for an order, a checkmark box will appear on the left. Select one or more orders to submit a payment.
2. Hovering over this question mark will bring up a pop-up showing more payment information. Here, your customer will have the option to select either Pay Balance in Full or Partial Payment. If Partial Payment is selected, simply type in the amount desired in the Payment Amount Box to the right.
Note: This pop-up is only seen by customers who have Early Payment Credit Rules set for their Payment Terms. This can be managed at any time in Settings / Accounting / Payment Terms. For more information on Payment Terms, please see Payment Settings, or Credit Line Options.
3. When the necessary payment information has been filled in, click Apply.
Note: Partial Payments are available for all customers, regardless of whether or not they have Early Payment Rules set. The number in the Payment Amount field can be changed on this screen before clicking Apply. The number entered on this screen will be automatically populated on the next screen and cannot be edited there.
Note: More information on the various Payment Methods is provided below.
5. Fill in the appropriate information.
6. Click Submit Payment.
Note: If done correctly, you will see a Payment Captured screen and the payment will appear under History / Payment History.
Entering a Payment Within an Order
Payments can be applied within an Order by accessing the Order in the Action Required, or Open Orders sections.
To begin, navigate to Customer Portal / Action Required or Open Orders.
1. Select the Order.
2. Click Pay Now.
Note: More information on the various Payment Methods is provided below.
a. Payment Amount - This is the option to select Pay Balance in Full or Partial Payment as seen by customers who have Early Payment Credit Rules set for their Payment Terms. This can be managed at any time in Settings / Accounting / Payment Terms. For more information on Payment Terms, please see Payment Settings, or Credit Line Options.
Note: If you do not have Early Payment Rules set then the Payment Amount field will appear differently. Please see note below.
4. Fill in the appropriate information.
5. Click Submit Payment.
Note: Customers without Early Payment Rules set may enter a partial payment amount in the Payment Amount field located just below the Payment Method dropdown.
Note: If done correctly, you will see a Payment Captured screen and the payment will appear under History / Payment History.
Understanding and Using the Different Payment Methods
Credit Card
When selecting the Credit Card option you will also see the name of the credit card processor. Only have one credit card processor can be active at any given time. To manage this, navigate to Settings / Accounting / Payments Methods.
1. Select Credit Card from the Payment Method dropdown.
a. Payment Amount - This is the option to select Pay Balance in Full or Partial Payment as seen by customers who have Early Payment Credit Rules set for their Payment Terms. This can be managed at any time in Settings / Accounting / Payment Terms. For more information on Payment Terms, please see Payment Settings, or Credit Line Options.
Note: If you do not have Early Payment Rules set then the Payment Amount field will appear differently. Please see note below.
b. Credit Card Information - Input all credit card information including the Card Number, Expiration Date, CVV, Cardholder Name, Address, and Email.
Notes: Do not include spaces when entering the Card Number.
All fields marked with a red asterisk will be required before submitting the payment.
2. Select Submit Payment.
Note: Customers without Early Payment Rules set may enter a partial payment amount in the Payment Amount field located just below the Payment Method dropdown.
Echeck (Integrated)
1. Select eCheck (Integrated) from the Payment Method dropdown.
a. Payment Amount - This is the option to select Pay Balance in Full or Partial Payment as seen by customers who have Early Payment Credit Rules set for their Payment Terms. This can be managed at any time in Settings / Accounting / Payment Terms. For more information on Payment Terms, please see Payment Settings, or Credit Line Options.
Note: If you do not have Early Payment Rules set then the Payment Amount field will appear differently. Please see note below.
b. Bank Information - Select whether this is a Checking account or a Savings account. All fields are required for payment.
c. Payment Notes - Any notes related to the transaction you would like to record.
2. Select Submit Payment.
Note: Customers without Early Payment Rules set may enter a partial payment amount in the Payment Amount field located just below the Payment Method dropdown.
Saved Payment Methods
When taking payments, upon completion you may have the option to save the payment method used. All payment methods that are saved for the customer can be reused through the Saved Payment Methods option.
Note: Saved Payment Methods are associated with the credit card processor used when they are used and saved. If at any time you change your credit card processor, those Saved Payment Methods will no longer be available.
Saving a Payment Method
After processing a payment, the option to save the payment type is presented.
1. Click Save Payment Type.
Note: The system will save this payment for future use.
Using a Saved Payment Method
1. Select Saved Payment Methods from the Payment Method dropdown.
a. Payment Amount - This is the option to select Pay Balance in Full or Partial Payment as seen by customers who have Early Payment Credit Rules set for their Payment Terms. This can be managed at any time in Settings / Accounting / Payment Terms. For more information on Payment Terms, please see Payment Settings, or Credit Line Options.
Note: If you do not have Early Payment Rules set then the Payment Amount field will appear differently. Please see note below.
2. Select the correct Saved Payment Method.
3. Select Submit Payment.
Note: Customers without Early Payment Rules set may enter a partial payment amount in the Payment Amount field located just below the Payment Method dropdown.
