Portal accounts: what the customer sees

When a customer receives an invoice, and follows the link to the branded web address, the following is what they see:

Invoice with Branded Web Address

Email with Invoice

The customer will click Pay Invoice Electronically then create a portal account by creating a password:

Customer will then Agree to the terms of service.

Portal Home Page

To pay their bill, the customer would click the Pay Outstanding Bills button, then the Add Bank Account button to add banking information. If Credit cards or PayPal are being accepted, the option can be chosen from the drop down menu under "Pay From", then added using the blue button.

Note: The customer will be unable to enter banking information if no bank account has been established on the receiving end.

Enter banking information

Checking the "private" box will hide the bank account information from other colleagues that are given access to use the same portal to make payments. To change or update the payment information, hover over the Gear Icon to access the banking and credit card information.

Paying Invoices

After a bank account is added, they can start paying the invoices that have been sent to them.

They select:

  • Pay From: They will be able to select if you have enabled and they have added more than one form of payment method
  • Choose account: Select the account to pay from if more than one
  • Pay On: The date the payment will be debited from their account
  • Total Payment: We default the full amount of the invoice, your customer can decrease the amount to make a partial payment
  • Click Pay to pay the invoice

Set up Auto Charge

To set up Auto Charge, choose Auto Pay your bills from the home screen and fill out the form on the next page.

Note: This can also be turned on from the Receiving account. Access to this screen can be turned on and off from Settings > Receivables Preferences.

Branded Web Address landing page

To log in in the future, the customer will access their portal account via your branded web address:

No portal account yet

If the customer does not have a portal account set up, they click Don't have an account on the branded web address landing page. They will need the information from the invoice to move forward:

Enter email (user name) and password

Customer will then Agree to the terms of service.