A customer pays an invoice from the portal
Who is involved
| Role | What they do |
|---|---|
| Customer | Pays from the statement page. |
| Accounts receivable clerk | Watches the payment arrive. |
Step by step
- Customer
Signs in to the portal, opens Statement and payments, ticks invoices and presses Pay now.
What they see:The gateway's hosted page.
- Customer
Pays and returns to the portal.
What they see:The page checks with the gateway before showing anything.
- Accounts receivable clerk
Opens Portal payments.
What they see:The attempt with the invoices, amount, gateway and the receipt it created.
- Accounts receivable clerk
Checks for a Paid, receipt not recorded badge.
What they see:Nothing, or the one payment that needs a person and why.
Who is told what
The customer sees the new balance; the receivables clerk sees the attempt in the Portal payments list.