Support Services

Engage Live Agent Asist: How to Add Line Items / Multiple Invoices

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1. For a Payer that may wish to pay multiple invoices or have line items included in their invoice, you can do so by using the Add line item feature.

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2. Once the Invoice and Contact information is captured click Add line item.

Note: leave the Amount blank - the Amount Total will be calculated automatically based on the amount of each line item added in the next steps

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3. Enter details for each line item in the Description.

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4. Enter the Charge Amount for this line item

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5. Click Add

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6. The first line item was successfully added!

Let's add a few more - Click Add line item

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7. Follow the same steps when creating the first Line Item.

You may also adjust the date of service for each line item.

Click Add

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8. The second line item has been added and the Total Amount has been calculated and updated automatically.

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9. We'll add one more line item to this example.

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10. Again the Total Amount is updated and we see all three line items listed.

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11. Click Send Payment Link and continue the normal steps!

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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