Introduction

Depending on your system settings, it's possible for customers to pay their own invoices from the Customer Portal! In order to allow invoices to be paid from the Customer Portal, navigate to Left-hand Navigation: Admin » Payment and Purchase Options, and enable the setting for Allow Customers Pay Invoices.

Important:  In order to accept online payments via the Customer Portal, you must use Gingr's integrated credit card processor. 

When an invoice is paid through the portal, the payment will always be associated with the credit card merchant account tied to the location where the invoice was generated.

Pay Open Invoices from the Customer Portal

1. Log into the customer portal as an existing customer.
   
   
2. If customer has an open balance, they will have a notification that announces "You have open invoices! Click here to pay balance."
   
   
   
   
3. Select the notification on the Dashboard to view a list of Open Invoices:
   
   
   
   
4. View the invoice to be paid and select the blue Pay Invoice button:
   
   
   
   
5. If there is a credit card on file, it will display here as an option to select. If not, or they choose to use a different card, you can select Add Credit Card to input credit card information. 
   
   
   
   
   
   
6. Select the blue Check Out button to complete the transaction and close the invoice.

Related Resources

• Getting Started with Invoices Topic Outline
• Owner’s Invoices Tab Reference
• Apply Pre-Payment to an Estimate Invoice How-To
• Check Out an Invoice with Payment How-To
• Check Out an Invoice with No Payment How-To
• Pay Open Invoices on the Business Side How-To