Online payments in the Customer Portal provide a way for customers to pay an Order from a Customer Portal Link, or from Payments after they sign in. Those payments use Accept Online Payments in Customer Portal Options and an enabled payment integration in Payment Methods. Customers can pay when the Order has a balance.
Table of Contents
- Before You Begin
- Enable Accept Online Payments
- Payment Integrations
- Paying from a Customer Portal Link
- Paying after Signing In
- Frequently Asked Questions
- Related Articles
Before You Begin
Online payments in the Customer Portal require Accept Online Payments in Customer Portal Options and an enabled payment integration in Payment Methods. For more information, see Customer Portal Options and Payment Settings.
For what customers see in the portal, see Customer Portal Overview.
Enable Accept Online Payments
Navigate to System Settings / Customer Portal / Customer Portal Options.
1. Confirm Accept Online Payments is enabled.
Note: Changes made here must be saved manually.
Payment Integrations
Navigate to System Settings / Accounting / Payment Methods.
1. Confirm a payment integration is Online and enabled. Customers use this method when they pay in the Customer Portal.
Paying from a Customer Portal Link
When an Order has a balance and online payments are enabled, the customer can pay from the shared link. The same Make a payment button appears when they open that Order after signing in.
1. Click Make a payment.
a. Amount due is the amount the payment starts with. When the payment terms require a deposit and that deposit is still outstanding, Amount due is the remaining deposit. Balance stays the full remaining balance. The info icon beside Amount due describes the deposit those terms require.
The Apply Payment dialog opens with Payment Amount set to Amount due. The customer fills out the payment details.
Paying after Signing In
After the customer signs in, they can pay from Home, from an Order, or from Payments. On Payments, they can select one or more open balances.
1. Select the Order or Invoice to pay. The payment amount fills with the balance due.
2. Click Pay now.
The Apply Payment dialog opens for the customer to fill out payment details.
Frequently Asked Questions
1. Why is Make a payment or Pay now unavailable?
Answer: Those actions appear when the document has a balance, Accept Online Payments is enabled, and a payment integration is online. A $0.00 balance keeps payment unavailable.
2. Can a customer pay more than one Order at a time?
Answer: Yes. After they sign in, Payments lists open balances. They select the Orders to pay, then click Pay now.
3. Can a customer pay from a shared link without signing in?
Answer: Yes. If the Order has a balance and online payments are enabled, they click Make a payment on that document.
4. Why is Amount due less than the Balance?
Answer: When the payment terms require a deposit and that deposit is still outstanding, Amount due is the remaining deposit. Make a payment starts at Amount due. Balance is the full remaining balance. On Payments, the payment amount fills with the balance due.