The Customer Portal provides a secure and convenient way to make credit card payments on Orders. Payments can be applied to one or multiple Orders directly from the Orders screen, making it easy to manage outstanding balances in a single transaction. For individual payments, customers can also access the Order Detail page and pay for a specific order.
- If the Make a Payment button is not available, it means that credit cards processing is not currently integrated and payment cannot be made online.
- By default, credit card payments in the Customer Portal populate with the full invoice amount, even if a deposit is required. Customers who wish to pay only the deposit must manually adjust the Payment Amount before submitting the payment.
Table of Contents
Payments from the Orders Page
1. Click Orders.
2. Click Make a Payment.
3. Check the box beside the Order(s) you’d like to include in your payment.
4. Edit the payment amount if needed.
5. Select the Payment Method.
6. Fill in the details of the Online Payment.
Note: This will vary in appearance depending on Payment Method selected.
7. Click Submit Payment.
Payments from Order Details
1. Click Orders.
2. Select the appropriate Order.
3. Select the Payment Method.
4. Fill in the details of the Online Payment.
Note: This will vary in appearance depending on Payment Method selected.
5. Click Submit Payment.
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