Pay a Single Invoice
- Click My Billing Info in the Navigation Panel. This will automatically open the Make a Payment tab.
The Make a Payment tab in the My Billing Info section of the Info Hub - Click the arrow on the Actions button for the invoice to be paid and select the Enter Credit Card option.
The Actions button next to a specific invoice on the Make a Payment tab - Enter Credit Card Information OR select a previously stored credit card. If entering a new credit card, you may elect to store the credit card for future purchases by enabling Store Payment Info For Future.
Selecting a previously stored payment profile OR entering new info for payment - Click Done to apply the payment to the invoice.
When an invoice is paid on line, the member will receive the automated On-line Payment Receipt e-mail.
Additionally, an automated message is sent to those staff members who have signed up for the Invoice Payment Received email notification. See
Subscribe to Automated Staff Notifications for further information on subscribing to email notifications.
Pay Multiple Invoices
- Click My Billing Info in the Navigation Panel. This will automatically open the Make a Payment tab.
The Make a Payment tab in the My Billing Info section of the Info Hub - Click the Make a Payment button at the top right of the window.
The Make a Payment button on the Make a Payment tab - This will open the Edit Payment Information window.
Selecting invoices to pay and a previously stored payment profile OR entering new info for payment - By default, all open invoices will display. If you have enabled the Allow Info Hub Users To Access Related Contacts Invoices option, you will see all related contacts invoices. Deselect any invoices you don't wish to include in the payment (if any), and select a stored payment profile OR enter a new credit card. If entering a new credit card, you may elect to store the credit card for future purchases by enabling Store Payment Info For Future.
- Click Done to apply the payment to the invoices.
When a invoices are paid on line, the member will receive the automated On-line Payment Receipt e-mail.
Additionally, an automated message is sent to those staff members who have signed up for the Invoice Payment Received email notification. See
Subscribe to Automated Staff Notifications for further information on subscribing to email notifications.
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NOTE: When a user makes a credit card payment on multiple invoices, if the amount paid does not exactly match the invoices selected, the message "The payment amount must not be greater than the selected invoice(s) balance total" will be displayed. If the user is making a partial payment, the message that when paying a partial payment on multiple invoices, users are aware of this, by showing them a message "You appear to be making a partial payment. Is this correct?..." will be displayed. The contact will only be able to make a partial payment if "Allow Partial Payments" is enabled under Finance Settings and partial payments will apply to the largest items first. See Manage Partial Payments for more information. |