Summary

Depending on your settings, customers can pay their own invoices from the Customer Portal.

Before You Begin

• Go to Left-hand Navigation: Admin » Payment and Purchase Options. Turn on Allow Customers Pay Invoices.
• To accept online payments in the Customer Portal, you must use Gingr's integrated credit card processor.
• A payment made in the portal is tied to the credit card merchant account for the location where the invoice was created.

Steps

1. Log in to the customer portal as an existing customer. If the customer has an open balance, a notification shows: "You have open invoices! Click here to pay balance."

   

2. Select the notification on the Dashboard to see the list of open invoices.

   

3. Open the invoice to pay and select the blue Pay Invoice button.

   

4. If a credit card is on file, it shows as an option. To use a different card, select Add Credit Card and enter the card information.

   

   

5. Select the blue Check Out button to finish the payment and close the invoice.

Related Articles

• Getting Started with Invoices Topic Outline
• How to Pay Open Invoices on the Business Side How-To
• Check Out an Invoice with Payment How-To