Contract invoices and card payments: written steps

Who does this: Billing and accounts receivable

Customers check multi-machine invoices device by device, and customers paying by card want to see the result right away.

This training covers

1. Printing a contract invoice
2. Paying an invoice by card on the portal
3. The confirmation page and the paid invoice

Before you start

• The shading appears on every contract invoice.
• Card payments are made from the customer portal.
• A card convenience fee, if you charge one, is billed separately.

Contract invoices and card payments

1. Gear > Print > Contract Invoice.
2. Each machine's make and model is shaded.
3. Portal invoice: Pay Now.
4. Card details, then pay.
5. Confirmation: reference and amount.
6. The invoice is In Payment, with its transaction.

What you just did

• Printed a contract invoice
• Paid an invoice by card on the portal
• Saw the confirmation page and the invoice In Payment

That's contract invoices and card payments. Next up, Chapter 10: pre-install survey.