Making an One-Time Credit Card Payment on the Online Payment Portal

This article show you how to make an one-time credit card payment on the online payment portal.

Use this link to learn how to log in to the online payment portal.

Use the Pay Invoices page to remove an invoice from the payment list, update the payment amount from the default (outstanding), and enter billing information.

To make a credit card payment, do the following:

  1. Select the invoice(s) to pay. Multiple invoices can be selected at once. Select the check box to the left of Invoice # in the header to select all invoices.
  2. After the invoice(s) are selected, click the Pay Invoices button.
  3. By default, the invoice outstanding balance amount displays in the Payment Amount field. A payment amount less than the maximum can be entered. Over payments are not accepted.
    4. 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 until the amount is adjusted.

  4. Select Credit Card as the Payment Method.
  5. Enter the billing information, (all fields are required). The email address is used to send a receipt for the payment. Validation of the email address is limited to confirming the data is in an email format (text@domain).
  6. The notes are optional and are attached to the Payment Confirmation Page, the email that is automatically generated on payment creation/failure, and the AR: Payment record in WinTeam.
  7. After the payment details have been entered, click Proceed to Payment.
  8. Enter the Card Number, Expiration Date, and CVV (Card Verification Value) then click Process Credit Card. Card information must be entered within 15 minutes. A timeout error message displays if information is not entered within 15 minutes.
    9. Note:  

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

    A message displays if the payment processes successfully. There is a automatic redirect to the Payment Summary.

  9. 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.

  1. Click Return to Invoices to view the list of outstanding invoices.

Use this link to learn about the payment summary.