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 their Merchant Processor and have the surcharge feature activated, the surcharge amount will not display if Customer Portal user enters their credit card information manually. If the user uses a card on file, then the surcharge will be calculated and displayed before they pay their invoices. Due to this we have added a Customer Portal property that tells the user about the surcharge initially. It can be found in the Management console under the set of Accounting properties called "PaymentUI_FiservSurchargeAmount".

 

 

See also:

Customer Portal

Accounting