Note: Enable Portal Access in Customer Contact
Below are the steps in paying invoice through make payments screen.
- Click the Make a Payment under Transactions. This will open the Make a Payment screen.
- Select Payment Method field. Payment method dropdown displays the available credit card for the customer. Notice that the grid area will show all the posted and unpaid Invoices, Credit Memos, Prepayments, Overpayments that belongs to the customer.
Enter a full payment for the a grid row by double clicking the Payment field or manually entering the amount or checking the checkbox on the leftmost side of the row. Total payment field will displayed the total amount of selected payments.
Overview
Content Tools