Customer Portal For Acumatica Payments

In Acumatica 2024 R1, the issue you're describing regarding payment links taking customers to a page showing only a single invoice instead of their entire list of open invoices could be due to a configuration setting, particularly in the Customer Portal setup or payment link generation settings.

Here are some steps and suggestions to address the two concerns:

1. Allow Customers to See All Open Invoices with Payment Links

By default, payment links generated by Acumatica are specific to individual invoices. However, you can enable customers to view all their open invoices when accessing the Customer Portal via the payment link. This functionality might require adjustments in the Customer Portal and Customer Payment Method setup.

Steps to Check or Enable Viewing of All Open Invoices:

• Customer Portal Setup:

  • Go to Portal Preferences (SM.20.20.00) and ensure that the Customer Portal is properly configured to allow customers to see their open invoices.
  • Under Security and Access Settings, verify that the customer can access the invoices list page from their portal.
  • Ensure the "Payments" page in the portal is visible to the customer.

• Payment Link Type Configuration:

  • Check how the payment links are generated. Payment links can be designed to link directly to a specific invoice, but there might be an option to link to the customer's full invoice list.
  • In the Payments and Applications screen (AR.30.20.00), when sending payment reminders, confirm if there’s an option to generate a general payment link instead of a specific one tied to a single invoice.

• Customer Visibility Settings:

  • Navigate to Receivables Preferences (AR.10.10.00) and look for any settings related to portal visibility for invoices and payments.
  • Ensure that customers have access to the full invoice list through the portal when logging in or using the payment link.

• Business Events for Invoice Reminders:

  • If you're using Business Events to send payment reminders, confirm that the event triggers are set to send the appropriate type of link, either to a single invoice or to the customer’s full balance.
  • You can customize the email template to include a link to their full statement rather than a single invoice.

2. Paying Multiple Invoices with One Payment in the Customer Portal

Acumatica allows multiple invoice payments in one transaction, but you need to ensure that the Customer Portal is configured to support bulk payments.

Steps to Enable Bulk Payments:

• Customer Portal Setup:

  • Go to Portal Preferences (SM.20.20.00) and verify that the "Allow Bulk Payments" feature is enabled.
  • Customers should be able to select multiple invoices from the Open Invoices screen and make a single payment covering all selected invoices.

• Customer Portal Payments Screen:

  • Check the Payment Method configurations. Customers should be able to select multiple invoices from the open invoices list and create one bulk payment. This can be done from the Payments tab or the Invoices list under the portal view.
  • Test the flow yourself by logging in as a customer through the portal to ensure that multiple invoices can be selected and paid in one transaction.

• Payment Processing Options:

  • Ensure that the Payment Method assigned to the customer is enabled to handle multi-invoice payments. This is especially important for credit card and ACH payments.

• Invoice Selection in Payment Link:

  • If customers are directed to the Customer Portal via an invoice-specific payment link, there might be a need to modify how the payment link is generated, so it provides access to the full invoice list, not just the single invoice.

Considerations:

• Customization: If these options are not available in your out-of-the-box configuration, there may be some customization needed in the Customer Portal or in how payment links are generated.

• Acumatica Support: If you're unable to find the necessary settings or if they aren't working as expected post-upgrade, consider reaching out to Acumatica support, as they may have introduced changes in 2024 R1 that affect this functionality.

Summary:

• To enable customers to see all open invoices, check your Customer Portal Preferences and make sure that the proper pages and invoice visibility settings are in place.
• To allow bulk invoice payments, confirm that the portal supports selecting multiple invoices and paying them in one transaction, both in Portal Preferences and in Payment Method configurations.

These settings should help improve the customer experience by allowing them to view and pay multiple invoices at once. If you're still having trouble, you may need to dig deeper into how the payment links are generated or customize the portal functionality to suit your needs.