Overview
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MultiExcerptName | Feature Overview |
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Customer Self Service features a 'Pay Your Account' functionality which allows customers to pay outstanding invoices by credit card. Customers can select from pre-defined time periods, part-pay invoices, and request invoice reprints via the Account Payment page. |
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See below for prerequisites!
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- Login as an Administrator.
- Navigate to 'Accounts' --> 'Role Management' (/zRoles.aspx).
- Select the required Role via radio button. The Role Details page will load.
- Note the 'Menu Code' assigned to the role.
- Navigate to 'Content' --> 'Menu Editor' (/zMenus.aspx).
- Select the required 'Menu Code' via radio button.
- Click 'Parent Items'.
- Identify the Parent menu item to which the Account Payment page will be added.
- Select the record via radio button.
- Click 'Menu Items'.
- Click 'New'.
- Create a new item - Page Name = 'AccountPayment.aspx'. See Adding a new menu item for further detail.
- Repeat Steps 2-12 for other roles as required.
There are further flags available at the Role and System levels, which can be customised, or left at their default values. A summary of these is provided below.
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Optional System Settings:
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Content by Label |
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showLabels | false |
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max | 5 |
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spaces | KB |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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cql | label in ("payment","accounts","creditcard") and type = "page" and space = "KB" |
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labels | accounts creditcard payment |
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Additional Information
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MultiExcerptName | Additional Info |
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The 'Disallow Account Payment Adjustments' flag can be set at both the Role and Customer levels. |
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hidden | true |
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Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| **.**.** |
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Prerequisites |
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| Prior to enabling Account Payment functionality, the site must have an online payment facility in place with either DPS, eWay, or TNS (formerly Dialect). |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| No |
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Business Function |
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MultiExcerptName | Business Function |
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| Payment Types |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| B2C |
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Ballpark Hours From CV (if opting for CV to complete self config component) |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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Ballpark Hours From CV (in addition to any self config required) |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| 1 |
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Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| Fees Apply
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CMS Category |
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MultiExcerptName | CMS Category |
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| N/A (Classic sites don't utilise Commerce Vision CMS) |
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