Customer Payments Using PayInvoice

When the customer clicks on the PayInvoice link, they are directed to an external page.

  • Click "Pay Online Now" to begin.
  • On the next screen, the customer will enter their credit card and billing information.
  • At the bottom of the form, the customer will check the terms box and sign the invoice.
  • When finished, click "Process Payment" to submit.
  • The page below displays after the customer has submitted payment.
  • A notification is sent indicating that a payment has been made from a customer.
  • Navigate to Orders >Sales Orders in the back office and click "Edit" next to the order to view the payment details.
  • If connected to a payment processor in Agiliron (such as Vantiv or Intuit), click the "Process" button to process the credit card payment.
  • Click "Save" to save the order.