paya CLICK2PAY Web Usage Instructions

paya CLICK2PAY Web Usage

Top Bar

• Navigation
  • Hamburger Icon (3 lines) >> show / hide the left side menu
  • Merchant Company Name is displayed next to Hamburger Icon
  • Merchant selection (store front icon) >> shows all the Merchants for the user logged in.
  • Search block

  * Person Icon
  * Account >> Link to user Profile
  * Change Password
  * Sign Out

Left Menu Options

Shows Username (first name) above the available menu items.

Dashboard
The dashboard provides an account overview with links to review documents and make payments.

Blue highlighted words provide for drill down to Documents / Sales Orders / Invoices.

SEE DOCUMENTS
You can click the “See Documents” link in the top-right corner in to be taken to the “My Activity” screen and review the documents that comprise the total unpaid balance.

BREAKDOWN
The breakdown section shows the same amount as the “Total Unpaid” section, breaking the total down by document type.

PAST DUE CHART

The past due chart contains a bar graph which shows the number of outstanding payments broken down by day. You can use the dropdowns or date selectors to shrink or expand the view based on the given range.

PAYMENTS SUMMARY

The payments summary section displays a bar graph depicting when payments were made. You can use the dropdowns and date selectors to shrink or expand the chart based on the given range. The “Successful Payments” link will take you to the “My Payments” screen, filtered to show records that comprise the current selection in the bar graph.

My Account

The account screen shows an overview of important information associated with your account: Balance due, payment methods, addresses, and recently made payments.

ACCOUNT SUMMARY

The account summary shows the total balance due on your account

BILLING ADDRESS DETAILS

The billing address details section allows you to view and edit addresses saved for your account, as well as set new defaults and add new addresses by clicking the “+” button.

ADD PAYMENT METHOD

The add payment method section shows a button that will bring up the data entry screen to save a new card. You can also click “See payment methods” to be taken to the “Stored Payment Types” screen.

RECENT PAYMENTS

The recent Payments section shows a short list of the most recent payments made on your account.

My Payments

The “My Payments” screen displays a list of payments that have been made on this account.

Payment records include the date and method of the transaction, the amount that was paid, a link to further transaction details by clicking the Transaction #, and the ability to print a receipt by clicking the “Receipt” link.

Clicking the transaction # will redirect to the specified payment in the “My Activity” screen.

My Activity

The activity screen shows a list of all documents on your account. Here you can easily see the status of the document, the balance, and the amount to pay. This screen will also show documents that have been previously paid.
Checkboxes on the left will allow you to select multiple invoices to pay in one transaction.

Sales Orders are paid one at a time by clicking on the BALANCE field.

PDFs for the transactions can be displayed by clicking on the Invoice or Sales Order Number

PAYMENTS

Invoice payments can be made by clicking on one or more checkboxes next to the Invoice Number then clicking on PAY SELECTED ITEMS.

Invoice amount to pay can be altered by selecting the invoice by checking the checkbox on the left side of the line and then clicking on the TO PAY column on the right – alter the TO PAY column to show the amount to pay

Sales Orders are paid one at a time by clicking on the BALANCE FIELD

If a partial payment for a Sales Order is required – alter the amount on the PAYMENT screen that displays (see below blue screen)

PAYMENT SCREEN

• Top Section
  • Will show Invoice(s) being paid
  • Will show the total amount of Invoice(s) selected

• ACH or Credit Card payments
  • Enter required information for the payment type selected
  • Select to use saved ACH / CARDS to auto populate stored card/ach information

• CAPTCHA
  o Click on the I’m not a robot for security validation

• Billing Details

  • Stored cards / ACH will populate the address information – verify the email address as it will be utilized to send the receipt
  • Enter address information for non-stored cards / ACH – verify the email address as it will be utilized to send the receipt

• Submit Payment
  When all the above have been accomplished click the SUBMIT PAYMENT button to process transaction

• Once processed the Transaction Details will display

Address

The address screen shows all addresses saved to your account.
You can review, edit, and remove CreditCard (Billing) and Invoice (Shipping) addresses.

Stored Payment Types

The stored payments screen allows you to add a new payment method by clicking the “Add Payment Method” button. Both Credit Cards and ACH accounts can be added on this screen.

Saved Cards

The saved cards screen allows you to save a card to your account by clicking the “Add Payment Method” button. Only Credit Cards can be added on this screen.

Saved ACH

The stored payments screen allows you save ACH account details by clicking the “Add Payment Method” button. Only ACH accounts can be added on this screen.

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