Overview
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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. |
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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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There are further flags available at the Role and System levels, which can be customised, or left at their default values. A summary of these is provided below.
Optional Role flags:
'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.
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NOTE: |
Optional System Settings:
- 'Account Payment Current Display Option':
- Default - The amount shown for the 'Current' period will include just this month's transactions.
- Current Includes Last Month - The amount shown for the 'Current' period will include last month's transactions as well as this month's.
- 'Enable User & Non-Web Order Filters in AccountPay' - when ticked, enables filters on the Account Payment page which allow the user to 'Show Web Orders Only' and/or 'Show My Orders Only'.
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Additional Information
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| The 'Disallow Account Payment Adjustments' flag can be set at both the Role and Customer levels. |
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