Customers see their statement and pay online
What moves
A portal user sees their company's open invoices and receipts, and an online payment becomes an ordinary customer receipt in accounting.
Before you start
- Accounting in your plan
- A portal login linked to the customer
- A payment gateway connected, for pay now
Step by step
- CustomerCustomer & Partner Portal
Opens Statement and payments and ticks invoices to pay.
You see:The portal creates a payment on the gateway.
- CustomerCustomer & Partner Portal
Pays on the gateway's page and returns.
You see:The portal asks the gateway whether it was paid.
- SystemAccounting & E-Invoicing
Records a receipt allocated oldest invoice first once the gateway confirms.
You see:The balance drops and the receipt shows on the statement.
- Accounts receivable clerkAccounting & E-Invoicing
Checks Portal payments for any marked paid but receipt not recorded.
You see:Fixes the one case that needs a person.
Related
- Accounting & E-Invoicing
- Customer & Partner Portal
- Delivered orders become draft invoices
- Discuss a journal entry with colleagues
- Discussion and follow-ups on bills, invoices and journal entries
- The tax agent asks the administrator to fix a company detail
- A company goes live and everyone sees the new mode
- Connections between modules