Customers see and pay their invoices

What moves

Open and paid invoices, instalments and receipts from Accounting appear on the customer's statement; an online payment creates a receipt in Accounting once the gateway confirms it.

Before you start

• Accounting and CRM in your plan
• Customer login linked to a customer record
• A card gateway set up for online payment

Step by step

1. CustomerCustomer & Partner Portal

   Opens Statement and payments and ticks two open invoices.

   You see:The amount to pay is the sum of their balances.

2. CustomerCustomer & Partner Portal

   Presses Pay now and pays at the gateway.

   You see:The page waits for the gateway to confirm.

3. SystemAccounting & E-Invoicing

   Records one receipt against the invoices after the gateway confirms.

   You see:The invoices show paid or partly paid and the statement updates.

Related

• Accounting & E-Invoicing
• Customer & Partner Portal
• Customers see their statement and pay online
• Delivered orders become draft invoices
• Discuss a journal entry with colleagues
• The month is closed and locked
• The tax agent asks the administrator to fix a company detail
• Connections between modules