Invoice and payments

Created by Emily A, Modified on Thu, 17 Apr at 9:26 PM by Emily A

Effortlessly Managing Invoices and Payments on the Customer Portal

The customer portal simplifies handling invoices and payments, offering a streamlined and user-friendly experience. Here’s how to unlock the full potential of this feature:


1. Access Invoices and Payments: Begin by clicking on the "Invoices and Payments" option in the portal. 



2. Add a Payment Method:

  • Click on the "Add Card" button to securely add your payment card details.



3. Preview Your Invoice:

  • To review an invoice, click on the Preview icon for a detailed view before proceeding with payment.



4. Make a Payment:

  • Click on the "Pay Now" button to begin the payment process.


 

  • On the checkout page, enter the amount to be paid and your card details, then click on the "Proceed to Payment" button.


5. Completion Confirmation:

  • Once the payment is successfully processed, a Thank You page will appear, confirming the transaction.

6. Review Payment Receipts:

  • Navigate to the Receipts section to view a complete list of all successfully paid invoices for your records.


By following these steps, you can effortlessly manage your invoices and payments with accuracy and ease, ensuring a seamless financial workflow. Let the portal transform the way you handle transactions! 

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