What Payment Options are Available for Customers Through The Online Portal

Overview:

Online Portal is a part of the online payment feature that allows the customer to settle payments online. There are two (2) options available for online payment: Pay Online through the Stripe payment service and Upload Deposit Slip that allows the customer to attach proof of payment for validation.

As a pre-requisite of this feature, Payment Services and Payment Method must be set up first, which will be discussed in other articles.

Scenario:

Customers to settle payments through the Online Portal

Solution:

1. Click ‘Review and Pay’ or access the link stated in the email. This will redirect them to the Online Portal.

2. On the online portal, details of the invoice will be displayed together with their outstanding balance.

3. Click ‘Pay Now’ and this will show options for payment.

There are two (2) options for payment.

Payment Options:

    ● Pay Online - this supports the payment gateway set-up in the system which is ‘Stripe’.

            Click ‘Pay’ and this will redirect the customer to the payment gateway’s portal to process                 their payment.

            After payment has been made in the payment gateway’s portal, it is automatically                         approved and will consider the invoice as ‘Paid’.

    ● Upload Payment Slip - this allows the customer to attach the payment slip. Fill out the details         based on the proof of payment and click ‘OK’.

Details:

● Transaction Date - date of the payment

● Company - auto-filed based on the invoice, but editable

● Payment Method - choose a payment method based on the selection

● Reference No. - reference number indicated on the proof of payment

● Amount - amount indicated on the proof of payment

● Attachment - attach the proof of payment

All payments settled in on this type of payment will be shown as pending and subject to approval of the Supplier.