Pay invoices in Collections

Collectors can process payments on behalf of account contacts directly from the Collections interface. Use this procedure when an account contact is ready to pay and you want to initiate the B2B checkout workflow on their behalf.

Steps

1. In Collections, select Accounts, then go to the relevant account record.
2. Scroll down to Overview outstanding documents.
3. Select one or more invoices from the Procedure, Dispute, or Payment Promise tables.
4. Select Pay. B2B checkout opens in a new window.
5. Review the payment details for accuracy - revise the payment date and payment amount if necessary.
6. Select Proceed to Payment.
7. Enter payment and billing address information.
8. (Optional) Select Save payment method on file.
9. Select Continue.
10. Review the payment agreement and then select Proceed to Review.
11. Select the checkbox to authorise the transaction and then select Authorise and Pay.

Your payment is now scheduled. Select Print Confirmation to create a receipt.

Related Articles

• About Account Records
• About Document Statuses
• Change Document Status
• Create Payment Plans
• Use the Call Processing Page

Need Help?

If the B2B checkout window does not open after selecting Pay, confirm that your browser is not blocking pop-ups for the Collections site. Contact the Billtrust Support team for further assistance.