Invoice to Receive Payment

Option 1 – Customer Pays Invoice Onsite
Option 2 – Customer Pays through Customer Portal

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.

Complete the Work Order

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.

New Credit Card

To accept an eCheck click on the New eCheck button and enter the requested information.

Accept New eCheck

After you enter the Credit Card or eCheck information it will show in the respective drop down.

Payment 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.

Sign Work Order

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.

Invoice Email

Sample of email Payment Receipt.

Payment Receipt Email

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

Customer Portal Login


Step 2 – View Open Invoices

The Customer will select the Invoice tab to view a list of Open Invoices.

Customer Portal Home

Step 4 – Select Invoice

Next they will click on the $ Pay It button for the Invoice that they want to pay.

Pay It

Step 4 – Select Payment Method

The Customer will choose the payment method and proceed with the next steps.

Customer Portal Payment

Click here for additional information on the Customer Portal.