Pay outstanding invoices using credit card

Users can submit payment using credit card for one or more outstanding invoices when they are assigned to a role where Invoices, Account Balances, and Pay Invoices feature elements are selected and Invoice.Payment Enabled application property is enabled in the Business Center.

Users can complete the payment on the Invoice Payment page.

When this feature is enabled, users can initiate outstanding invoice payment in the following ways:

Using Pay Invoices dashboard to pay pre-calculated outstanding invoice balances in bulk.
Using Invoice List to select and pay one or more outstanding invoices.
Using Invoice Details to pay a single outstanding invoice.

Using Pay Invoices dashboard

The Dashboard Pay Invoices widget provides a summary of pre-calculated outstanding invoice balances and enables users to initiate invoice payments.

The widget shows these invoice categories:

Overdue: Invoices past their due date
Current: Invoices with a due date in the current month
Overdue + Current: Invoices past their due date and invoices with a due date in the current month
Total Outstanding: All outstanding invoices, regardless of due date

Users select a category by clicking the radio button beside the category. The Proceed to Payment button remains disabled until a category is selected.

Users click View All to open the Invoice List page, where they can review and select invoices for payment.

Using the Invoice List

The Invoice List page shows all the invoices for the customer. Only invoices with enabled check boxes can be selected for payment.

Users can:

Select individual invoices.
Use the header check box to select all eligible invoices on the current page.
Use the header check box to clear all selected invoices on the current page.

When a user selects one or more invoices, a blue banner appears above the invoice list. From this banner, users can:

View the subtotal amount due for the selected invoices
Click the Invoices Selected link to open a summary modal
Click Clear Selection to remove all selected invoices
Click Proceed to Payment to continue to the payment process

The summary modal shows the invoices currently selected for payment, including key invoice information. Users can remove an invoice from the selection by clicking the X icon next to the invoice.

Using the Invoice Details

Users can click an Invoice Number on the Invoice List page to open the invoice on the Invoice Details page. From the Invoice Details page, users can pay a single invoice if the invoice is eligible for payment. The Proceed to Payment button becomes available when the invoice can be paid.

Proceeding to payment

After selecting one or more invoices, users can click Proceed to Payment to open the Invoice Payment page and complete the payment process.