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Overview

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MultiExcerptNameFeature Overview

Customer Self Service features a 'Pay Your Account' functionality which allows customers to pay outstanding invoices by credit card.  

Customers can select from pre-defined time periods, part-pay invoices, and request invoice reprints via the Account Payment page.

 

Pay Your Account

Info

Prior to enabling Account Payment functionality, the site must have an online payment facility in place with either DPS, eWay, or TNS (formerly Dialect).See below for prerequisites!

Step-by-step guide

Account Payment is enabled at the Role level, by adding the relevant page to the role's menu structure.

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  • 'Disallow Account Payment Adjustments'  - when ticked, locks the 'Total Payment Amount' from editing. Users can edit payment amounts against individual invoices only.

  • 'Show Transact Details Column in Account Pay Page' - when ticked, adds a new column to display Transaction Details from the 'CustomerTrans' database table.
  • 'Display Branch Account Invoices in Account Payment' - when ticked, will include invoices for Bill-To accounts on the Account Payment page.

 

Info

NOTE:  The 'Disallow Account Payment Adjustments' flag can be set at both the Role and Customer levels. 


Optional System Settings:

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Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
showSpacefalse
reversetrue
typepage
cqllabel in ("payment","accounts","creditcard") and type = "page" and space = "KB"
labelsaccounts creditcard payment

 

 

Additional Information

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MultiExcerptNameAdditional Info
 The 'Disallow Account Payment Adjustments' flag can be set at both the Role and Customer levels.
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hiddentrue
MultiExcerptNameFeature Title

 Account Payment for Customers

Minimum Version Requirements

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MultiExcerptNameMinimum Version Requirements
**.**.**

Prerequisites

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MultiExcerptNamePre reqs

Prior to enabling Account Payment functionality, the site must have an online payment facility in place with either DPS, eWay, or TNS (formerly Dialect).

Self Configurable

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MultiExcerptNameSelf Configurable

Yes

Business Function

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MultiExcerptNameBusiness Function

Finance

BPD Only?

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MultiExcerptNameBPD Only

Yes

B2B/B2C/Both

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MultiExcerptNameB2B/B2C/Both

B2C

Ballpark Hours From CV (if opting for CV to complete self config component)

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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support

Ballpark Hours From CV (in addition to any self config required)

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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support

Third Party Costs

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MultiExcerptNameThird Party Costs

Fees Apply

CMS Category

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MultiExcerptNameCMS Category

 CMS Category