Optional Modules: Invoice Payments for Portal

With the Invoice Payments module, your WebAlliance Portal becomes a hub for your customers to view their open invoices and make payments.

Paying Invoices Online

If you have purchased it, your customers will find access to the Invoice Payments module by default in the Account Tools section of their My Account Page.

This is where access to the module is located by default. Should you so choose, you can add a link to the module to the top navigation bar of your WebAlliance Portal.

This is the screen that your customers will see when they select the "Pay Invoices Online" option. Here, they will be able to view the details of all open invoices. They will also be able to make a payment on invoices by checking the box to select what invoices they'd like to pay. Customers can choose to make partial payments by editing the payment amount once an invoice is chosen. 

The Invoice Payments Admin Page

To navigate to the Invoice Payments module, find it under the "Additional Modules" tab of the bar spanning the top of your Admin Home page.

This top portion of the Invoice Payments module can act as a set of filters to assist you in finding a particular invoice or group of invoices. You can filter down to invoices only from a certain customer, or even a particular user. You can also choose to only show invoices from a range of dates, which can be invaluable when attempting to track down a misplaced invoice or a missed payment.

If you apply a service charge to your invoice payments, you can view details on the charges applied from the Service Charge Report. The "Payment Report" option in the right hand corner of the Payment Filter section of the module (pictured above) allows you to access the Service Charge Report. The Service Charge Report provides details on the amount charged per transaction and the total amount of charges applied across all payments. 

Above is pictured all of the information your WebAlliance Portal will provide about any invoice. The bottom portion of the Invoice Payments module provides you with a breakdown of all relevant data for every invoice shown. Based on how you set your filters at the top of the module, that could be one invoice or several.

Invoice Payment Imports

Invoice payment imports will each have a unique status.  A payment will display a PROCESSED status after it has been imported into your ERP system.  An ABORTED status means there was something in the invoice payment data that your ERP system rejected.

Warnings sent back from your ERP system will be listed in the "Import Warnings" area.  ABORTED payments will display the reason the payment didn't import.

If a payment is in ABORTED status, but the issue that caused it to abort has been corrected, you can click the "Reset Import" button to set the payment to PENDING status so that the system will try to import the payment again


If you have manually entered an invoice payment in your ERP system, you can close it on your WebAlliance Portal using the "Close" button.