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.
Updated over 3 years ago