Payments Example

Summary

In this example we will set a payment method on an account and make payments. Automatic payment configuration on an account will also be setup.

<<for additional details on the fields presented on this screen see the the [[screen help link]] guide>>

Contents

Prerequisites

• A payment gateway must be configured prior to adding a payment method to an account

Sample Configuration

Adding a Payment Method to an Account

1. Log into LogiSense Billing

2. Create a new account or select an existing one

3. Go to the Account / Overview / Payment Method screen

4. Under the Payment Methods panel click the button to add a payment method

   

5. Enter a Name for the Payment Method and select a Payment Type. Fill in the mandatory information for the selected Payment Type and then enable the Active checkbox and click Save

   

Making a Payment using an Account’s existing Payment Method

1. Log into LogiSense Billing

2. Load the account for which the payment is to be made

3. Go to the Account / Billing / Payments screen

4. Under the Payments panel click on thebutton to make a payment

5. On the modal that loads select your Payment Method that was previously added. Enter the payment Amount, the Posting Date, a Detail describing the payment (optional), and disable Automatic Disbursement if you want to manually disburse the payment to a specific invoice/invoices)

6. Click Pay Now to process the payment using the default payment method set on the account

Making a One-Time Payment

1. Log into LogiSense Billing

2. Load the account for which the payment is to be made

3. Go to the Account / Billing / Payments screen

4. Under the Payments panel click on thebutton to make a payment

5. On the modal that loads select One-Time Payment as the Payment Method and then select a Payment Type (i.e. Credit Card or ACH). Enter the payment Amount, the Posting Date, a Detail describing the payment (optional), and disable Automatic Disbursement if you want to manually disburse the payment to a specific invoice/invoices)

6. Click Pay Now to process the payment using the one off payment details provided

Setting up Automatic Payments

Bill runs in the system can be setup to automatically collect payment through a feature called ‘Auto-Pay’. At an account level you can specify the payment methods that automatic payment is permitted to utilize by following the instructions below.

1. Log into LogiSense Billing

2. For each account that you want to setup Automatic Payment on, go to the Account / Overview / Payment Method screen and check the Auto Pay option for the Active Payment Method from which the Automatic Payment should be collected

   

3. Click Save to commit the changes and configure Auto-Pay for the payment method

Result

<<demonstrate that the configuration setup above is now functional (e.g. can be added to other screens)>>

Next Steps

<<documentation team task: link to next configuration article>>

Related Guides

<<documentation team task: link to API guide which covers the same config process>>

<<documentation team task: link to Data Import guide which covers the same config process>>