Overview
When a payer is set up with online access, they gain a centralized hub to manage their financial relationship with your firm. If the same email address is linked to multiple records, the payer can seamlessly view all associated information within a single portal login.
Managing and Paying Invoices
The Pay Invoice feature is available for invoices generated through the internal invoicing module or managed via a Connect integration.
NOTE: Without an active integration, payers can still use the portal to update their payment wallets and view their transaction history, but the "Pay Invoice" option will be hidden.
How to Pay: The "Oldest to Newest" Method
If a payer wants to make a lump-sum payment (e.g., $500) and apply it automatically to their outstanding balance, they can follow these steps:
Enter Amount: Type the total dollar amount in the Amount to Pay field.
Auto-Allocate: Click the Oldest to Newest button to apply funds to the oldest open invoices first.
Select Payment: Choose a saved card or enter new payment details.
Submit: Click the Submit button at the bottom of the page.
Payment Method Manager (Wallets)
The Payment Method Manager allows users to securely store and manage an unlimited number of cards.
Editable Info: Payers can update the name, billing address, and expiration date.
Security Restrictions: For PCI compliance, the full card number is never displayed, and the 3-digit security code (CVV) is not stored.
Updates: To change a card number, the payer must delete the old record and add a new one.
Understanding Payment History
The Payment History tab serves as a comprehensive ledger of all transactions made through the software. Users can click any specific payment to view a detailed breakdown.
Source Label | Meaning |
Payments Schedules | An automated recurring payment. |
Enter Payment | A payment manually processed by the firm. |
Payment Page | A payment initiated by the client via a public-facing link. |
Account Customization
Users can personalize their experience by clicking their username in the upper right corner. From the dropdown menu, they can:
Update or reset their password.
Customize the visual theme/look of their portal.
Securely logout.