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  1. SARA
  2. Self Service Portal

Self Service Portal

Client payment and invoice review

Payments

  • Merchant Data Storage
  • How do I save a different default view for my customer to see (customer portal link)?
  • How to setup Online Bill Pay (OLBP) - Setup Customers
  • Reconciling Online Bill Pay (OLBP) transactions with your ERP system
  • How to purge Online Payments
  • How to process payments using Online Bill Pay (OLBP)
See all 30 articles

Your Customer

  • How to export and download invoices
  • Dispute an invoice through the customer portal
  • Customer Portal - Email statement in Excel format to any email address
  • Self Service Portal Blocked by Network Security
  • Self-Service Overview
  • Self Service Features
See all 12 articles
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