Overview of the New Customer Portal Features

With the latest update to our Customer Portal, available to Pro Plan users, we've introduced new features on the Make a Payment page to make it easier and more convenient for your customers to manage and pay their invoices. Here's a guide to using the new options available. 

Account Overview

At the top of the Make a Payment page, there is an Account Overview section, where customers can quickly view key financial details: 

• Overdue Balance: Display the total amount that is overdue.
• Balance: Shows the overall balance due. 
• Amount Selected and Invoices to Pay: Once your customers select invoices to pay, this area will update to show the total dollar amount and the number of invoices they've selected. 

This overview helps customers stay informed about their account status and easily track the invoices they've selected for payment. 

Invoice Selection Options

Customers now have flexible options to select invoices for payment, tailored to fit various scenarios: 

• Custom Amount: Customers can still enter a customer amount to pay, which will be applied to the oldest outstanding invoices first, and then to newer invoices until the full amount is used. 
• Single-Site Invoices: 
  • To pay single-site invoices, select Select Single-Site Invoices from the What are you paying today? section.
  • The Open Invoices table will update to display only single-site invoices. 
  • Customers can then check the box next to each invoice they wish to pay, select the whole page to pay, or select all invoices, up to 200, to pay. 
  • As they select invoices, the Amount Selected and Invoices to Pay sections in the Account Overview will update to reflect their choices. 
• Multi-Site Invoices: 
  • To pay multi-site invoices, select Select Multi-Site Invoices from the What are you paying today? section.
  • The Open Invoices table will then display only multi-site invoices. 
  • Customers have the option to: 
    • Select the "Parent" Invoice: This will automatically select all associated "child" invoices under that multi-site invoice. 
    • Expand the Multi-Site Invoice: Customers can expand a multi-site invoice to view and individually select 
      child" invoices to pay. 
  • Like with single-site invoices, the select amount and invoice count will update in the overview section. 

How Will You Be Paying Today? 

In the How will you be paying today? section, customers now have more options to choose from when paying invoices: 

• Saved Payment Methods:
  • Customers can now pay with previously saved credit/debit cards or bank accounts (ACH). 
• Add a New Payment Method:
  • Customers can add a new credit/debit card or bank account for ACH transfers.
  • They can also choose to save this payment method for future transactions, making it available for future payments both in the Customer Portal and in ServiceCore. 
• ACH Transfer:
  • In addition to credit and debit card payment options, customers can now pay via ACH transfer, providing a cost-effective alternative for larger payments. 
  • They also have the option to save bank accounts for future ACH transfers. 

Downloading Invoice PDFs

For easy record-keeping, customers can now download PDF versions of their invoices directly from the portal. This feature provides them with a convenient way to keep copies of invoices for their records.