Online Payment Links Summary

 

The Online Payment Links Summary screen appears automatically during a Recurring Billing Generation run when Online Payments are included. You can also evoke this screen through the View Online Payments within Recurring Billing Management for past billing runs. This screen allows you to view information on payments created during the billing run. It also provides reprocessing options through a right-click menu.

 

Figure 68: Online Payment Links Summary

 

 

A few right-click options are available for a selected record. They include the following:

 

This Payment Has Already Been Completed

You can formally declare an item as paid by selecting this option. This option is available once the billing run is complete and the payment information was sent to the payee. Select this option if you have verification that the item was paid.

 

Reprocess All Unsuccessful Payments

Available during a billing run, this option allows you to reattempt to process payments and/or send out email messages containing the payment link (depending on Billing Record setup).

 

Email Online Payment Link

Selecting this option allows you to create a new email message to the payee containing the online payment link. You can review this email message prior to sending.

 

 

Technical Field Information

 

The following table describes the fields displaying within the Online Payment Links Summary screen.

 

Field

Description

Order Number

The Order Number associated to the processed item displays.

Invoice Number

The Invoice Number associated to the processed item displays.

Shipper Name

Name associated to the order through Name, Address, Phone displays.

Customer

Name of the customer on the order displays. The customer is set through Billing Information and Order Information (Revenue Entry).

Branch

 

Branch associated to the billing item displays. The branch is set for a storage billing item through the Billing Record.

Amount

Dollar amount of the billing item displays. A total of the items listed and the amount processed for all records also displays at the bottom of the data grid.

Link?

This column is checked if an email was sent containing a hyperlink to the shipper to pay the invoice through the Online Payment site.

Status

Progress information and error messages appear in this column.

 

 

RELATED TOPICS:

Recurring Billing Generation

Recurring Payments