Combined Billing allows you to view and pay for multiple orders from the Customers tab, also known as the Customer Relationship Manager (CRM). This feature is only available to ERSPay customers. Currently, we only support searching for customer names.
You can add a link to your documents which automatically generates a PDF by inserting the following code ((COMBINED_BILLING_PDF_LINK))
To access combined billing, look for the "Billing" tab in the top right hand side of the CRM when viewing a customer's information. You will see order numbers and balances listed.
Any partial payments will apply to the first payment, and then sequentially, chipping away at the balance owed. For example, if I have 3 orders all with a $100 due and I pay $150, then Order 1 will be paid in full, Order 2 will have $50 paid and $50 due, and Order 3 will be untouched.
You have the ability to:
Click "Pay" next to individual orders.
Click "Pay All" at the bottom right.
Check several order boxes and click "Pay Checked"
When one of the payment buttons is selected, the following credit card box will appear. "Name on Card" and "Billing Zip" are automatically filled in. Please double check this information to ensure the charge will process successfully.
To see other payment methods, click the "Options" button:
Your payment types will be available with the option to pay in full or partial.
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