Invoices Tab

Clicking on the Invoices Tab will display a listing of all invoices with an open balance. Invoices are listed beginning with the oldest invoice first. The customer has the ability to drill down into the details of each individual invoice. If checking the box “Paid Invoices”, this listing will include all paid and open invoices for the customer.

If the customer has a credit card or bank account on file, they may click on the Pay It button on any invoice to mark for payment, or if they want to pay all of their invoices, they can click on the Pay Open Invoices button.

Pay It and Pay Open Invoices

These two options are only available to companies who have set up an account with Forte (merchant bank).

Include Paid Invoices

If checking the box “Paid Invoices”, both paid and unpaid invoices will be displayed in the listing beginning with the oldest invoice first. For invoices that have been paid, in the Payment column, text will be displayed with the date the invoice was completely paid.

Invoice Details

From the Invoice listing, click on an invoice number link to display the invoice details. When finished viewing the invoice details, click on the Back button to return to the Invoice listing.

Payments Tab

When clicking on the Payments Tab, two options are available:

Payment Methods

• Displays a listing of credit cards and bank accounts on file
• Add a new credit card or bank account
• Edit or delete a credit card or bank account

Payment History – Displays a listing of all payments made with a credit card or bank account.

Payment Methods

When clicking on the Payment Methods option from the Payments tab, a listing of all credit cards and bank accounts on file for the customer will be displayed.

Edit a Credit Card

When clicking on the edit icon to the right of a credit card, the customer is able to change the billing address for the credit card and if not already flagged for auto-pay, can check the “Use Card for Auto Bill Payment” checkbox. If selecting the “Use Card for Auto Bill Payment” checkbox, any future recurring invoices will use the credit card for payment.

When finished editing the credit card information, click the Submit button to save the changes. To exit the form without making any changes, click the Back to Payment Methods button.

Delete a Credit Card

When clicking on the delete icon to the right of a credit card, the customer is able to delete a credit card on file. Make certain this is what you want to do – once you click on the Delete button, there is no way to undo this. If you do not want to delete the credit card, click on the Back to Payment Methods button.

Edit a Bank Account

When clicking on the edit icon to the right of a bank account, the customer is able to change the name on the bank account and if not already flagged for auto-pay, can check the “Use this for Auto Bill Payment” checkbox. If selecting the “Use this for Auto Bill Payment” checkbox, any future recurring invoices will use the bank account for payment.

When finished editing the bank account information, click the Submit button to save the changes. To exit the form without making any changes, click the Back to Payment Methods button.

Delete a Bank Account

When clicking on the delete icon to the right of a bank account, the customer is able to delete a bank account on file. Make certain this is what you want to do – once you click on the Delete button, there is no way to undo this. If you do not want to delete the bank account, click on the Back to Payment Methods button.

Payment History

When clicking on the Payment History option from the Payments tab, a listing of all credit card and bank account transactions for the customer will be displayed.