1. Check Whether the Vendor Can Receive Payments
Before you begin, confirm that the vendor associated with the invoice is able to accept payments through the platform.
Navigate to the vendor’s information panel.
If the vendor is enabled for payment processing, you will see no restrictions.
If the vendor cannot accept payments, you will see an indicator labeled “Not Available.”
This indicator lets you know whether you can proceed with making a payment within the system.
2. Open the Approved Invoice
Payments can only be initiated once an invoice is in the Approved status.
Go to the invoice list.
Filter or navigate to Approved Invoices Only.
Select the invoice you want to pay to open the Invoice Details Page.
When the invoice is eligible for payment, a new button will appear.
3. Use the “Pay Invoice” Button
On the invoice details page, you will see a button labeled Pay Invoice.
Click the Pay Invoice button to begin the payment process.
The platform will automatically populate the card on file into the payment window.
4. Complete the Required Fields
A few fields must be filled out before you submit the payment:
First Name (Required)
Last Name (Required)
Phone Number (Required)
Once you enter the necessary information, you can proceed by selecting Pay Invoice.
5. Review Payment Success or Failure Messages
After submitting the payment:
If the card on file is valid and the system is functioning normally, you will see a Success Message confirming the payment.
If something goes wrong—such as an invalid card connection or other errors—you will see a Payment Failed message.
Because the transcript was recorded in a test environment, the payment shown did not process successfully, but in a live environment you would expect a standard success confirmation.
6. View Detailed Payment Information
If a payment fails or you want to review exactly what occurred:
Click the Details link or section.
This will display more information about the issue or transaction, helping you understand what happened and whether additional steps are needed.
A Details section will also be available on the invoice going forward for easy reference.