How to Receive Invoice Payment by Payload in BE Accounting
20 steps
|
2 minutes
Locate the Invoice
1
Navigate to Brokerage Engine and click on the "Accounting" tab to access the BE Accounting interface.
2
Click on the "Magnifying Glass" icon.
3
Click the "Search" field.
4
Type the numeric portion of the Invoice Number. Click on the result once it populates.
5
The Invoice will display.
If the Invoice was created on the front end of the system, it will display an "Open" status.
Request Payment
6
From the Invoice in the BE Accounting module, click on the arrow on the "Receive Payment" button.
7
Click the "Receive Payment By Payload" option.
8
The table with the payment information will populate. The email for the customer and the due date can be adjusted.
9
From the dropdown menu, select the Payload Processing Account to receive the Payment.
10
Click "Submit"
11
Click "OK"
The Request can be resent by clicking on the "Receive Payment by Payload" button. It will populate the table below which will show the Status of the Request and allow the Payment Link to be copied.
Steps for Customers
Steps 12 to 19 outline the payment process the Customer will follow.
12
The Customer will receive a Payment by Payload Request on their email.
13
The Customer will have to click on the "Pay Now" button on the email to process the payment.
14
A table will generate detailing the items on the Invoice.
15
The Customer will need to click on the "Continue to Payment" button.
16
The Payload Payment table will populate. It will display the Payment and Processing Fee amount to be paid.
17
The Customer will need to click the "Pay" button.
18
If the Payment is Successful, a table will populate with the Invoice Payment details.
19
The Customer will receive a second email detailing the Payment that was processed.
Invoice Payment in BE Accounting
20
The Payload Payment will automatically sync with the Invoice, and the system will mark the Invoice as 'Paid'.
The Invoice Payment will be automatically recorded on the Bank Register of the General Ledger Account tied to the Payload Processing (Bank) Account.
If the invoice was created from the front end of the system, its status will also update to 'Paid'.
