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TPS Cloud Axis offers flexible online payment options to streamline the payment process for clients. By integrating specific online payment software into TPS, your firm can include a variable or hyperlink on every document sent to clients. This allows clients to conveniently pay a specific invoice, settle their total account balance, or access the client portal for detailed account management of their documents and A/R transactions. This article outlines how to use the available payment variables and hyperlinks for the integrated online payment software.
Online Payment Variable/Hyperlink Options:
This option offers clients a direct link to pay a specific invoice without logging into the client portal, simplifying the payment process. This allows for quick and easy transactions. The Invoice Link variable and hyperlink are exclusive to invoices, as they generate unique access to individual invoice numbers.
Example of an Online Payment Invoice Hyperlink for a Specific Invoice Number:
This option provides a direct link for clients to pay their entire Accounts Receivable (A/R) balance without logging into the portal. It displays the total outstanding balance, allowing clients to settle the full amount with a single link. Unlike the Portal link, this option prompts for a full payment rather than letting clients select specific transactions. As it prompts the full A/R balance, it can be used in various TPS Cloud Axis Templates, including invoices, statements, collection letters, or custom letter templates.
However, before using this variable, verify that the client has no unapplied payments to prevent overpayments. To do this, run the 'A/R-Client Cash - Unapplied Payments' report and if required, access the Payment screen to apply any unapplied payments by detaching them and attaching them to the appropriate invoices.
Here’s an example of the direct link to pay the Total A/R balance for the account without logging into the TPS Portal.
The TPS Portal link provides clients with access to the client portal, where they can view, download, and pay specific A/R transactions sent through the Print/Send menu using the "Send to Portal" option. Clients must log in with their invited user credentials. After logging in, they can go to the "Invoices" menu to view A/R transactions, download invoices, select invoices to pay, and generate payment receipts, if required.
Below are screenshots of the Portal login screen and the Invoices Menu options.
Note: All examples are based on hyperlinks configured within TPS Templates.
Integrating online payment links into TPS Cloud Axis Templates enhances client convenience and improves payment efficiency. By using one of the provided variables or hyperlinks, you can offer clients multiple options to manage and settle their balances.
axis_support@tpssoftware.com
Toll-free: 1- 888-877-2231
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