Overview
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| Give your customers the ability to pay outstanding invoices online is an excellent way to encourage self service. |
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| They can reprint an invoice |
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| , pay off an overdue balance, |
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How it works
- Your customer logs in and navigates to the Pay Account page.
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- All outstanding invoices are displayed, along with the ability to enter a payment amount for each.
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- Your customer selects the invoice(s) they wish to pay, then proceeds to the payment page to enter credit card or EFT details.
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- Your customer can also request reprints of any invoices they require.
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Customisation options
The Account Payment page template is where you'll find the Account Payment Widget. This widget is what actually displays the list of invoices on the page.
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HereIt's where here you can customise messaging, button text, and more.
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From version XYZ4.10+, you can also offer a 'Pay Generic Amount' option, where the customer pays a lump sum, and funds are automatically allocated to the oldest invoices first.
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Additional Information
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- Customers can elect to pay invoices based on time period (e.g. 90 days outstanding), and the system will auto-select the applicable invoices based on their selection.
- From 4.10+, offer a 'Pay Generic Amount' option, where the customer pays a lump sum, and funds are automatically allocated to the oldest invoices first.
- Customise your Account Payment page template with the Account Payment Widget. This widget is what actually displays the list of invoices on the page, and you can specify button text, messaging, and more.
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Account Payment |
| Minimum Version Requirements |
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| Prerequisites |
You must have an online in place eWayEway, Braintree, DPS, IPSI, etc. |
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| Self Configurable |
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| MultiExcerptName | Self Configurable |
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No
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| Business Function |
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Finance
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| B2B |
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| Ballpark Hours From CV (if opting for CV to complete self config component) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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| Ballpark Hours From CV (in addition to any self config required) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support
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| Third Party Costs |
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| n/a |
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Related help
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| showLabels | false |
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| max | 10 |
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| showSpace | false |
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| excludeCurrent | true |
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| cql | label = "accounts" and label = "payment" |
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| Content by Label |
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| showLabels | false | max |
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| 10 | showSpace | false |
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| title | Related Articleswidgets |
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| excludeCurrent | true |
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| cql | label = "how-towidget" and title ~ "Account Payment Widget" |
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