In addition to paying invoices via Customer Portal, the ReceivablesPro system enables your customers to make purchases without an invoice via an online payment form.
You can include payment links and/or payment buttons on your website or in emails that will enable customers to make payments online. These online forms can also be used to enable customers to create their own recurring payment schedules. (See Web Payment Pages in Chapter 8 for instructions on how to use and create Web Payment Forms and Web Payment Buttons.)
When making online payments via payment forms, customers have the option to login to your system to retrieve saved billing, shipping, and payment account information, or to make a one-time payment without creating an account in your system.
When customers opt not to login, or if they haven’t enrolled in Customer Portal, they will have the option to create a user account in your system as part of the payment form. If they leave this section blank, no account will be created. If they create an account, they will be able to login on payment forms, and they will be able to login to Customer Portal to manage their account, and review their invoice and payments history.