External User Invoice Payments

With the correct permissions, External Users may pay invoices on the Customer Portal using a credit card.  This information assumes that credit card processing integration is already set up in Q360.

Required permissions:  INVOICE (view), CREDITCARD (view, create, exec)

External User credit card payment:

1. On the left-hand toolbar, select Billing, and then Outstanding.  The Invoices > Unpaid grid will open
2. Using the Sel (Select) column, check the invoice(s) you wish to pay
3. Click the Pay Selected button.  The Invoice Payments window will open
4. From the Credit Card drop down menu, you may select a credit card to use for payment
   • Note: External Users will only see credits cards that they have added
5. Click Submit
6. Confirm your action on the Confirmation window that appears

Add a credit card to use for payment:

1. Complete steps 1-3 above
2. Click the ADD (+) button in the Invoice Payments window.  The Add Credit Card window will open
3. Complete the required fields and click Submit
   • Note:  External Users may set the Save Credit Card flag in this window to save the credit card to the Customer profile for future use
4. Confirm your action on the Confirmation window that appears