EDITION: Standard and Enterprise
RESOLUTION
The Online Bill Pay feature allows customers and users to take credit card payment within the software, using either Solupay or Sage Payments.
Customers must be set to Allow online payments.
To set an individual customer to allow online bill pay:
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Go to My Accounts to search and select a customer search for a customer using the search bar at top of browser
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Using the Customer Info drop down, select the Credit tab
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Click Edit to modify
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Select 'Allow Online Pmt' option and click Save
To select and set multiple customers to allow online bill pay:
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Admin > Master Files > Customer
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Using the select column and the filter builder, select the customers to setup for online bill pay
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Click the Edit Select button
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Select the 'Allow Online Payment' option, set the Value using the checkbox on the right
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Click Update to update customer records