e-Payments

e-Payments

Purpose

  1. To demonstrate how the agency can send an invoice via email to the Invoice Contact where they can see all the invoice details and pay it electronically.
  2. To demonstrate how an agency can send an Invoice via regular postal service to the Invoice Contact where they can see all the invoice details using the QR Code and pay it electronically.
  3. Note: This is an add on feature.  Complete this form to get more information: Click here

Video


Instructions

1. After creating the Invoice, click on Save.


After creating the Invoice, click on Save.



2. Click on Print | Send.






3. Click on Send Email and then close the Invoice.


Click on Send Email and then close the Invoice.



4. Online Payment Option #1: The Invoice Contact will receive an email. The Invoice Contact will click on the Pay Invoice button.






5. After reviewing the Invoice details, the Invoice Contact will click on the Pay Invoice button.


After reviewing the Invoice details, the Invoice Contact will click on the Pay Invoice button.



6. For a Card Payment, the Invoice Contact will enter payment details and click on Pay Now.






7. For an ACH Payment, the Invoice Contact will select "Bank" and then enter bank routing number and account number.
  1. Search for your Bank.
  2. Manually enter the details (takes 1-2 business days to complete).
  3. After making the first ACH Payment, your Bank will appear in the modal for ease of use.







8. Online Payment Option #2: The Invoice Contact receives the Invoice via regular postal service. The Invoice Contact can scan the QR Code on the Invoice to make an online payment.
  1. The printed Invoice will have a QR Code printed on the lower left of the Invoice for this purpose.






9. After scanning the QR Code, the Invoice Contact can select Pay Invoice to make the payment online (see steps 6 and 7).


After scanning the QR Code, the Invoice Contact can select Pay Invoice to make the payment online (see step 6).



10. Paid in Full Invoice.


Paid in Full Invoice.

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