Paying as guest

Customers can pay invoices without signing in. Customers specify minimal identifying information, such as an email address and a tax ID. The information is validated against existing customer records. Eligible open invoices are then displayed for payment. This process eliminates the requirement for registration and provides a convenient payment experience.

Prerequisites:

Run Convert Customer Email Addresses for each customer group. Select Receivables > Utilities > Data Repair > Convert Customer Email Addresses, then specify the customer group. This utility changes existing email addresses to lowercase in the Customer, Company Customer, and Company Customer Contact records. Because guest verification matches email addresses exactly, guests whose email address is stored in mixed case cannot be verified until this utility is run.
If the customer group is configured for third-party payment processing, verify that a Discount Adjustment Reason is defined for the Company Customer. If a Discount Adjustment Reason is not defined, guest verification fails.
In Receivables > Administration > Customer Group > Portal Payments tab, select Enable Pay As Guest. The Portal Payments tab is available only when Use Billing & Receivables Portal is selected for the customer group. After you select Enable Pay As Guest, the Customer Validation Parameters section is displayed. Optionally, select Tax ID, Invoice, or both:
- Tax ID — The guest must specify a Tax ID, and it must match the Tax ID on the customer record. The Tax ID is used to identify the customer.
- Invoice — The guest must specify an invoice number. The invoice number is not used to identify the customer. It filters the invoice list so that only the specified invoice is available for payment.
Note: If you select neither check box, guests are identified by email address only.
In Receivables > Company > Process tab, select Allow Pay As Guest. Only invoices for companies where this field is selected are displayed to a guest. This field is displayed only when the company's customer group has Enable Pay As Guest selected.
In Receivables > Customers > Main tab, select Allow Pay As Guest. Only customers for which this field is selected can be identified through Pay As Guest. This field is displayed only when the customer's customer group has Enable Pay As Guest selected.

Use this procedure to pay as guest:

On the Billing and Receivables Portal sign-in page, go to Pay As Guest section, then click Pay Invoice.
On the Quick Access page, specify this information:

First Name

Specify the first name of the user or customer representative.

Last name

Specify the last name of the user or customer representative.

Email Address

Specify the customer email address on the record to verify the customer.

Tax ID

Specify the customer Tax ID number to help verify the customer. The value is masked as you type.

Invoice

Specify an invoice number if you want to pay a specific invoice.
Complete the verification challenge, and click Continue.
On the Select Detail to Pay list, select the Select check box for each invoice that you want to pay.
Optionally, to pay less than the full amount, update the Net Amount field.
Verify the Total Requested Amount To Pay shown at the top of the page. The total must be greater than zero to continue.
Click Select Payment Method.
Select ACH or Credit Card.
On the Confirm Payment Amount page, review the invoices in the Detail Selected For Payment section and verify the total.
Click Enter Payment Information. You are directed to the payment provider's secure payment form.

Note: This button expires after five minutes. After you submit your payment information, return to the portal and click the Refresh icon.
To return to your invoice list, click Navigate Back To Invoice List.

Note: If the payment is declined, the Payment Declined section displays the declined amount and a response reason code, and your invoice selections are cleared so that you can try again.