Navigation: Main > Accounting > Make Payment

Make Payment navigation

Following form displays:

Make Payment form

To make a payment:

1.Following navigation path open Make Payment form.

2.Select what to pay:

•Pay total balance

•Pay balance due now

•Pay past due balances

•Pay a specific amount

•Pay specific invoices

3. Enter payment notes.

4.Payments can be processed by

•Credit Card payments

•eCheck Payments

5.Additionally, you can opt to save Credit Card/eCheck information on file to use for future transactions.

6.To process a payment:

•Select payment type (eCheck or Credit Card)

•Enter payment information

•Enter Billing Name & Address

•Select Payment type (Selected, Total balance, or a specific amount)

•If you choose “Pay Selected Invoices”, ensure that you check the box next to each invoice that you wish to pay.

•Process payment.

Please note: If the lab is using Fiserv as its merchant processor and has the surcharge feature activated, the surcharge amount will not be displayed when a Customer Portal user enters their credit card information manually. If the user selects a card on file, the surcharge will be calculated and displayed before they pay their invoices.

As a result, we have added a Customer Portal property that informs users about the surcharge upfront. This property can be found in the Management Console under the Accounting properties section and is called "PaymentUI_FiservSurchargeAmount".

 

 

See also:

Customer Portal

Accounting