Verification error message

If the information cannot be matched to a customer that allows guest payment, this message is displayed: We couldn't verify the information entered. Please review your details and try again, or sign in to continue if you have an account.

These are the limitations, requirements, and behaviors of the guest payment process:

  • Email address already registered — If the email address that is specified is already associated with a registered portal account, the guest payment process cannot be used. The guest must sign in to the portal instead.
  • Multiple customers with the same email address — A guest session is associated with a single customer. If an email address is associated with more than one customer, select the Tax ID customer validation parameter so that guests are matched to the correct customer.
  • Information that guests specify is not saved to the customer record — The first name and last name that a guest specifies are used for the current payment only. Because the guest payment process does not require a sign-in, this information is not saved to the customer contact record. Guests cannot view or update contact information, and must specify their name each time they pay as a guest. To maintain contact information, a customer must register for a portal account and sign in.

What guests can and cannot do

Guests can view and pay their open invoices. Guests cannot view payment history, orders, returns, item history, projects, or messages, and cannot view or update profile or contact information. These features require a registered portal account.

No security setup is required

The guest security class is delivered and assigned automatically when the guest session is created.

Invoice eligibility

An invoice is only available to a guest when:
    • It is an open transaction available for cash application.
    • It is in the third-party payment processing currency.
    • It is not an intercompany billing transaction.
    • It is not already selected by another contact.
    • It belongs to the identified customer.
    • It matches the specified invoice number if one was required.
    • Its company has Allow Pay As Guest selected.