Paying Customer's Open Invoices

1. Navigate to "Customers"

   To pay customer's open invoices, navigate to the "Customers" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate permissions: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them."

   

3. Enter the company name in the "Search..." field

   Locate the company you would like to make a payment on. You can browse the list, enter the company name, or a search term in the "Search..." field.

   

4. Use filters to narrow down the list

   You can also use filters to narrow down the list.

   

5. Go to the company's details screen

   Once you locate the company you would like to make a payment on, click the more details icon.

   

6. Click the "Open Invoices" tab

   To access open invoices and make payments, you will need the additional roles of "accountant" and "paymentEdit". If you have access, click the "Open Invoices" tab.

   

7. Select the invoices that you would like to pay

   Select the invoice rows that you would like to pay. You can pay one invoice, or multiple invoices.

   

8. Click "Make Payment"

   Once you have selected the invoices that need to be paid, click the 'Make Payment' button.

   

9. Then click "Make Payment" to submit

   The total amount from the selected invoices will be displayed at the top. Next, you will be able to add a new payment method or if a customer has vaulted payments setup, you will be able to select an existing payment method. Then click the Make Payment button to submit the payment.

   

10. Click "Edit"

    If you need to make payments on invoices across multiple pages, click "Edit".

    

11. Click "Select all access across table"

    Click "Select all access across table" to highlight all available open invoices.

    

12. Click the "Make Payment" button

    Click the Make Payment button.

    

13. Click the "Make Payment" button to submit

    The total amount from the selected invoices will be displayed at the top. Next, you will be able to add a new payment method or if a customer has vaulted payments setup, you will be able to select an existing payment method. Then click the "Make Payment" button to submit the payment.