Customer Pays Invoice Onsite
Step 1 – Complete Work Order
This step may have been done in the Work Order to Invoice portion. While onsite the technician will close the Work Order. The Status should be changed to Completed (1) and the Complete tab (2) should be selected. If Close Work Order (3) does not show then the Work Order has been closed and you will need to click on the Customer Manager button and select the Invoice tab.
Step 2 – Selecting Payment Method
If the Customer has stored payment information in their account they can select the checkbox next to Credit Card and eCheck. The drop down will show their stored payment information. To accept payment with a New Credit Card select the New Credit Card button and enter the requested information.
To accept an eCheck click on the New eCheck button and enter the requested information.
After you enter the Credit Card or eCheck information it will show in the respective drop down.
Step 3 – Complete the Work Order
The Customer should type in their name and provide their Signature. Click on the Complete WorkOrder button.
Step 4 – Delivery of Invoice and Payment Receipt
If Deliver Invoice is selected the Invoice is delivered via the preferred method, in this case email.
Sample of email Payment Receipt.
Customer Pays Through Customer Portal
Step 1 – Login to the Customer Portal
When a Technician does not take payment onsite the Customer may login to the Customer Portal. The web address will be https://YourCompanyHere.AlarmBiller.net.
Step 2 – View Open Invoices
The Customer will select the Invoice tab to view a list of Open Invoices.
Step 4 – Select Invoice
Next they will click on the $ Pay It button for the Invoice that they want to pay.
Step 4 – Select Payment Method
The Customer will choose the payment method and proceed with the next steps.