CentimePay Options

Modified on Thu, 25 Apr 2024 at 02:47 PM

Summary: This article details the ways in which you can use CentimePay and how to configure the options for your customers.


Receivables Permissions: 

  • Manage Customer profiles, preferences and view history
  • Manage online payments, generate payment links and apply cash
  • Manage AR email and payment settings


TABLE OF CONTENTS

Overview

When online payments are enabled, customers will be provided with a 'PAY NOW' link in their reminder emails. That link will lead either to your Customer Portal or a secure website to pay the individual invoice depending on how online payments are configured for that customer. 


Payment Timing 

Regardless of which method you choose for your customers, the transactions will be processed using CentimePay which takes 3 business days from the date of payment to be credited to your bank account. 


Please note: if you intend to offer discounts and credits to your customers, you must utilize the Customer Portal. 



Customer Portal

The Customer Portal is one of two payment options for your customers with Centime. When online payments are enabled, you can select Customer Portal as the payment preference for a customer giving them access to your unique portal provided they are listed as a Communication Contact in Centime. 


To do this, navigate to their Customer Profile, and select the Payments tab. Next, click the pencil icon and change the drop-down to Customer Portal.

The Customer Portal allows your customers to:

  • Pay multiple invoices at once
  • View all outstanding invoices in one place
  • Save credit card and ACH information for future transactions
  • Leverage Early Pay Discounts based on invoice payment terms

Customers must be listed as a Communication Contact in order to have access to the Customer Portal. Customers can log into the portal using their email address and a 2-factor authentication code. 

For more information on the ins and outs of the Customer Portal or for resources to share with your customers, review the Customer Portal Knowledge Base.


With unique payment links, your customers will be able to individually pay invoices without having to log into the customer portal. In this instance, when customers click on 'PAY NOW' they will be taken to a secure website to make payment. This method, however, does not support credit card controls and early pay discount functionality (coming soon). 

If you want a customer to receive links in this manner, please update their Customer Profile by clicking on the customer name in Manage Receivables and navigating to the Payments Tab. From there, you can update the online payment options for that customer and select Payment links and Save.







  










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