The Customer Portal not only allows you or your customers to make payments but goes beyond that.
You’ll see a link to the Customer Portal on your invoices. Once the customer visits the link, this will let the customer know that there is an option to pay by credit card or ACH.
When a customer visits the portal, they will have an option to pay as a guest or log in to the portal. Using the “Pay Now” option is typically the fastest option to make payment as a customer. However, please note, first time visitors MUST make their first payment as a guest before they can register as a user.
They may see this error if they have not visited before and attempt to log in or find a password.
As an affiliate, you can also use the guest option for the fastest option to pay invoices for yourself. But you can also have a log in that will let you do more. If you would like to receive an email inviting you to add a password, please contact Affiliate Services who will get your request over to the Technology Team.
With a login you can add and delete Customer Portal users and designate certain users as customer admins, letting them manage their own users. Additionally, in the portal you can invite sales reps to register as well! Further, when a customer has provided you a credit card number, you will be able to log in to the portal and use the card information to pay customer invoices yourself. When a payment is submitted through the portal, the system will immediately post the payment and update the customer Accounts Receivable record as well as your Expected Payment report.
As your customers start using the Customer Portal, please communicate your feedback to us, including the feedback that you receive from your customers. We will continue to refine and add features to the Customer Portal based on the feedback we receive from you.
As always if you have any questions, please contact Affiliate Services at 800-850-3370 or email@example.com