Payment Processsing Workflows: Core, Portal and Online Ordering

Managing payments in  Navusoft is highly flexible.  To help you find the right method for your needs, this article maps out the payment processing workflows across the system: several in Core, a few in the Customer Portal, and 1 via Online Ordering.  Use this quick reference to explore each workflow.

Core Payment Workflows

Manual Pay - Post a Payment	Pathway:  Customer Account > AR History > Wallet > Post a Payment
Preview Invoice - Make a Payment	Pathway: View Invoice (from AR History or email link) > Make a Payment
On-Call Prepayments	Pathway:  Customer service > Create On-Call > PrePayment (via customer service or via email link)
Auto Pay at Billing on Scheduled Day	Pathway:  Customer Service > AR History > Wallet > Add/Edit Account Payment Method
	Note:  User Interface to the payment process; the fees are calculated and charged through the auto pay process for each card setup for Auto Pay in a customer's wallet.
Work Order Payment	Pathway:  Schedule Service - Work Order > Payments tab > Add a payment (+)
Service Agreement / Proposal Payments	Pathway:  Customer Account > Orders, Quotes, and Contracts section > Select Open agreement or proposal > Account Signature

Customer Portal Payment Workflows

Invoice Quick Pay	Pathway:  Customer Portal > Invoice Quick Pay
Make a Payment	Pathway:  Customer Portal > Login > Select Account > Make a Payment
Manage Auto Pay at Billing on Scheduled Day	Pathway:  Customer Portal > Login > Manage Auto Pay

Online Order Payment Workflow

Make a Payment

Pathway:  Online Order portal > Select Service > Make a Payment