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. Payments 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

When paying online, external users can pay multiple invoices at once or pay each invoice individually.

To pay multiple invoices at once, click the checkbox next to each invoice to be paid. Once all of the desired invoices have been checked, click the Pay Selected: $XXX.XX button to be automatically directed to the third-party payment processor portal. When the transaction is completed on the third-party portal, the payment processor creates a new receivable/invoice number and sends it back to nVIRO.

Open

To pay an individual invoice, the above process can be followed (clicking the checkbox for only one invoice), or the user can click Open to open the Financial Details page for a given invoice:

Open

On the Financial Details page, click Pay Online to be 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. To pay by mail, navigate to the Financial Details page, as shown in the above example. Click the Pay by Mail button to display a payment voucher that can be printed, 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:

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

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.

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

Online or Offline

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

On this page

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