Overview

Payments can be made by an external user either online or by mail. The online payment process is integrated with a third-party processor. Invoices can be found by navigating to the Financials Menu Item on the Site MenuPayments and charges are managed via the Financials option on the Site menu. In order to make a payment, the external user must log in and be affiliated with the site, person, or organization associated with the receivable.

nVIRO supports the ability for external users to pay online without having an account. This feature must be enabled via configuration and requires that third-party online payment processors support anonymous payments. Contact Windsor for information on enabling this option.

Paying Online

Users When paying online, external users can pay multiple invoices at once or by individual invoice when paying onlinepay each invoice individually.

To pay multiple invoices at once, click the checkbox should be clicked for next to each invoice that will to be paid. Once these all of the desired invoices have been checked, the user will need to choose click the Pay Selected: $XXX.XXbutton , which will automatically direct the user to be automatically directed to the third-party payment processor portal. Once processedWhen the transaction is completed on the third-party portal, the payment processor will create creates a new receivable/invoice number which will be routed and sends it back to nCOREnVIRO.

In order to To pay an individual invoice, the above process can be followed (clicking the checkbox for only one invoice), orthe user can click Open to open the financial details for the subject invoice by selecting Open on the subject invoice.Financial Details page for a given invoice:

Once On the financial details page has been opened, Financial Details page, click Pay Onlinecan to be selected, which will also automatically direct the user automatically directed to the third-party payment processor portal.:

Paying by Mail

Although multiple invoices can be paid at once online, as described above, invoices paid by mail can only be done at the individual level. The user will need to To pay by mail, navigate to the financial details Financial Details page, as shown in the above example. Rather than choosing Pay Online, Click the Pay by Mail option should be selected. This will button to display a payment voucher that can be printed to be , filled out, and mailed in with the payment.

Financial Details and Form Configuration

The Payment Processing method chosen in the Fees tab while configuring an nForm Form determines which Payment options will appear in nViro Financial Details when a user submits a corresponding form fee.

Online only

If a form is set up for Online Only payment in Form Design, then when the form is submitted, only the Pay Online option will be available in Financial Details:

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Upon submission of the form, "Pay Online" is displayed only:

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Offline Only

If a form is configured for Offline Only payment in Form Design, then when submitting the form, only the option to generate a Payment Voucher for Pay by Mail will be available in Financial Details.

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Upon submission of the form, "Generate Payment Voucher" is displayed only.

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Online or Offline

Forms configured for both Online and Offline payments will display both payment options on the Site -> Financial Details page:

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