Making a Credit Card Payment with a Saved Payment Method

This article shows you how to make an credit card payment on the online payment portal using a saved payment method.

To learn how to save an ACH payment on the online payment portal use this link.

Once you have signed in to the online payment portal you can use the Pay Invoices page to view all outstanding invoices by company and to pay invoices using saved payment methods.

Use the following steps to make a payment with a saved credit card payment method:

  1. Once the user is signed in, click the appropriate customer from the list on the Customer Select page.

    2. Tip:  Complete the following steps to add an additional customer number:
    1. Click the Add Customer button.
    2. Enter an invoice number and customer number.
    3. Click the Add Customer button.

  2. Select the check box next to the invoices you want to pay. Multiple invoices can be selected at once.To select all invoices, select the check box to the left of Invoice # in the header.

    3. Tip: Use this link to view information about the Open Invoices page.

  3. After the invoice(s) are selected, click the Pay Invoices button.
  4. Enter the amount you want to pay. By default, the maximum payment amount allowed displays in the Payment Amount field. A payment amount less than the maximum can be entered. Overpayments are not accepted.
    5. Note:  

    The Pending Payment column contains any payment made against the invoice that has a Pending status. Amounts in this column are in parenthesis to indicate that a payment has been applied against an invoice.

    The Outstanding balance that displays does not have the Pending Payment amount subtracted from it, however, the system accounts for the pending amount to prevent an overpayment on the invoice. A payment amount that would result in an overpayment cannot be processed.

  5. Click the Pay Invoices button.
  6. Select Credit Card as the Payment Method.

    7. Expired credit cards will not display in the list.

  7. Optional: Enter notes by clicking the Add Note button.

    8. Notes are optional and are attached to the Payment Confirmation Page, the email that is automatically generated on payment creation and failure, and the AR: Payment record in WinTeam.

  8. Click the Continue to Payment button.
    9. Note:  

    If the Cancel Transaction link is clicked, a message displays to inform the user that the payment has been canceled and it prompts the user to close the page. To resubmit the payment, click the Proceed to Payment button on the Pay Invoices page.

  9. Click the Process Payment button.

  10. A message displays confirming the payment was made successfully.
  11. Click Return to Invoices to return to the list of open invoices. Click View Payment Summary to open the page that contains the payment details. This will serve as the receipt.
  12. From the Payment Summary, payment details can be downloaded, printed, or shared via email. Use this link for additional details on sharing the payment confirmation information.
  13. Click Return to Invoices to view the list of outstanding invoices.