Your ReceivablesPro system not only enables you and your staff to manage invoices and payments for customers, it also includes a Customer Portal that allows your customers to pay your invoices, manage the address and payment account information you store for them, and view their invoice and payments history with your company. Additionally, your customers can initiate one-time payments and create recurring payment schedules themselves via ReceivablesPro web payment pages you create.
While it is not required that customers enroll in Customer Portal or create ReceivablesPro accounts in order to make online payments for invoices and via web payment pages, doing so enables them to retrieve saved account information and view history.
To learn all about the ReceivablesPro features and functions available to your customers via Customer Portal and web payment pages, see Appendix E: Customer Portal.
The following sections provide detailed information about customer User IDs and Passwords.