What is Online Bill Pay (OLBP) and how is it used? (OLBP overview)

EDITION: Standard and Enterprise

RESOLUTION

The Online Bill Pay feature will allow customers and users to take credit card payments within the software, using either Solupay or Sage Payments.

2 ways to make an online payment:

1. Payments as a customer using the customer portal link

2. Payments as a credit user, Inquiries > by Account > Statement

Setup options for Online Bill Pay feature:

1. Setup Company: Admin > Master File > Company

2. Setup Company Merchant Account: Admin > Master File > Company

3. Setup Site Optons: Admin > Settings & Utilities > Site Options

4. Setup or Activate Customers to Allow Online Bill Payment

Setup and testing of Guest portal link:

1. Setup default Guest Portal View

2. Testing the Guest Portal Link

3. Making an online payment

Syncing payments with your ERP system:

1. Creating an Alert for open payments

2. Posting payments to your ERP system

3. Purging reconciled payments

Click here for a link to video to review the OLBP feature and options