Pay

Form ID: (SP314002)

Who uses this form: An authorized portal user of a company using the Modern Customer Portal.

On this form, you can pay financial documents related to your company’s account with the portal owner, including open sales orders and invoices. You can select an existing payment method, add a new one, enter a smaller amount to be paid, or remove a selected document from the form, if needed.

This form opens when you click Proceed to Pay or Proceed to Pay All on the Balance Overview (SP314010) or Orders (SP504010) form.

This form is available only if both of the following conditions are met for the portal owner:

The Modern Customer Portal feature is enabled on the Enable/Disable Features (CS100000) form.
The portal has the Payments check box selected on the General tab of the Portals (SP701000) form.

Form Toolbar

The form toolbar has only standard buttons.

Summary Area

This area contains several sections with the payment settings. You can review the settings and complete payment.

Table 1. Payment Method Section
This section lists the payment methods available for paying orders and invoices in the portal. The section shows all payment methods that have been added for your company on the Company Profile (SP201000) form. You can add payment methods in the current section during the payment process.
Element	Description
Payment method tile	A tile showing the basic settings of each credit card added to the portal for your company. Each tile shows the payment method’s card type icon, masked card number, and expiration date. Default is displayed on the tile of your company’s default method.
Add New Card	A button that you click to open the Create New Card dialog box, where you can enter the settings of the new credit card.

Table 2. Create New Card Dialog BoxIn this dialog box, you can add the settings of a credit card by using a hosted form—that is, a payment form securely managed by a third-party payment provider to which the settings are sent directly through an encrypted channel. You open the dialog box by clicking Add New Card.
Element	Description
Title	A descriptive label for the card.
Credit Card Number	The card’s unique 16-digit number.
Expiration Month	The card’s expiration month.
Expiration Year	The card’s expiration year.
Billing Address	The billing address associated with the card.
Billing Zip Code	The postal code of your company’s billing address.
The dialog box contains the following buttons.
Close	Closes the dialog box without saving your data.
Submit	Saves the card and adds the payment method to the portal. The card’s details become visible on the Company Profile (SP201000) form.

Table 3. Payment Description SectionIn this section, you enter a short description of the payment or prepayment’s purpose. If a description is specified, it’s visible in payment documents.
Element	Description
Payment Description	A short description of the payment or prepayment.

Table 4. Documents Section: Invoice Data
In this section, you can view tiles showing invoices and their settings. The table below describes the data shown on each tile.
Element	Description
Invoice	The type of financial document selected for payment.
Date	The date when the invoice was created.
Reference Nbr.	The invoice’s ID, which is displayed as a link. When you click a link with an invoice number, the system opens a printable version of the document to your computer, and you can view the invoice’s settings.
Business Account	The name of your company's business account.
Description	The description of the invoice.
Invoice Total	The total amount of the invoice.
Due Date	The due date of the invoice. The system shows this box only for invoices that have a due date.
Unpaid Balance	The amount of the invoice that remains unpaid.
Payment Amount	The payment amount for the document. You can leave the existing amount or enter a smaller amount to be paid.

Table 5. Documents Section: Sales Order Data
In this section, you can view tiles showing orders and their settings. The table below describes the data shown on each tile.
Element	Description
Reference Nbr.	The order, which is displayed as a link. When you click a link with an order number, the system opens the Order (SP504000) form, and you can view the order’s settings.
Status	The status of the order, which the system assigns based on user actions.
Date	The date when the order was created.
Business Account	The name of your company's business account.
Location	The customer location associated with the order.
Customer Order Nbr.	The order number your company entered when the order was created. The number appears only if it was specified.
Delivery Date	The scheduled delivery date.
Ordered Qty.	The total quantity of items in the order.
Order Total	The total amount of the ordered goods.
Unbilled Balance	The remaining amount not billed to your company.
Unbilled Quantity	The quantity of items not yet billed.
Unshipped Amount	The total amount of items not yet shipped.
Unshipped Quantity	The total quantity of items in the order that have not yet been shipped.
Amount Paid	The amount of the document that has already been paid.
Payment Amount	The payment amount for the order. You can leave the existing amount or enter a smaller amount to be paid.

Table 6. Payment Total SectionIn this section, you can view the payment total of orders or invoices and complete the payment.
Element	Description
Payment Total	The total amount of all orders or invoices calculated for the payment.
Pay	A button you click to initiate payment for the selected documents in the specified currency.