Product Documentation
Product Documentation
On the Open Invoices main screen, your customers will see a list of open invoices and credits. Your customers will select these to make their payment. While doing this, they are developing their remittance, which will be automatically applied to the ERP.
Using the checkboxes on the left-hand side, they can select the invoice(s) they want to pay. They have the option to pay just one or multiple invoices at one time.
Once the desired invoices are selected, they can click the “Actions” button at the top right-hand corner of the screen and choose “Pay selected invoices” to move forward with the payment process.
From here, a pop-up box will appear, and they can choose which payment method they want to use to complete the payment. After selecting a method, click “Make Payment” to initiate the payment process.
After they’ve selected “Make Payment”, they’ll receive an email with a list of the invoices they’ve paid. The Open Invoices screen will now update the status of paid invoices as “Pending” if they’ve gone through with payment.
The status of each invoice will always reflect if it has already been paid, scheduled, or still needs to be paid.
Once invoices have been marked as “Pending”, they will not be able to make another payment on those specific invoices. This prohibits anyone from paying the same invoice twice.
