Press the Add Payments button.
On the Add Payment pop-up screen select Online Payment in the Payment Method selection list.
The fields Customer, Amount and Payment Reference will be auto-populated as per the Contract information.
The Payment Date will be auto-populated with today's' date.
Note: The Amount field will be auto-populated with the full Amount Owing, However, if you have offered your customer partial payments you can manually override it and enter the amount the customer has paid now. This will result with the Invoice status being Partially Paid. At a later date you can record further payments until the invoice is Fully Paid.
Select the Send Payment Link to circle.
The customer's email will be auto-populated in the field below, if there is one recorded in byoncloud. If the customer's email is not recorded in the system the user can type it in the provided field.
Let's consider the following scenario; staff have sold a Care Program Contract to their customer. The customer is in a rush and would like to pay at a later date. The user will send an email to their customer with the link to an online checkout page, and then the customer can action the payment from the comfort of their home.
Press Pay.
The customer will receive an email with a Pay Now button and an Invoice attached.
When the customer presses the Pay Now button, a new window with an online checkout page hosted by opuspay will open in the browser.
The customer checks their transaction details, selects their preferred payment type and presses Pay, opuspay accesses the payment gateway at this time.
Note: The payment types, ACH and Online Pay/Card, depend on your allowed gateway payments methods that are configured with opuspay. Please, navigate to the
opuspay Registration topic to find out more.
A checkout page will appear where the customer can type in their ACH details like in our example below, or their card details if that method is selected. Press Pay.
The payment has been processed successfully. In byondcloud when the staff refresh the View Contract page they will see the following.
On the Payments Transactions tab the Status will be updated from Processing to Approved.
The payment has been recorded on the Invoices tab with the Invoice Status as Fully Paid. It also updated the Total Paid and Amount Owing fields.
You can also view the Receipt by pressing the green icon.
On the Contracts page the Amount Owing is updated.
NOTE
In a situation when there is an existing payment being processed but the customer would like to change the Payment Method, the user has to select the Expire pending payments checkbox. The Expire pending payments checkbox is checked by default to ensure that all pending payments are canceled before processing a new one.
For example, a customer spoke to staff about paying for the services with a cheque next time they found themselves on site. In byondcloud this transaction was recorded as Processing until the customer actioned it. However, the customer decided to pay online instead. The cemetery staff can add a new payment as Online Payment but also has to check the Expire pending payments box to cancel the Processing payment.
