Support Services

Engage Live Agent Assist: Confirming Successful Payment of Invoice

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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) **


1. This tutorial will walk through how an agent can verify the Payment Status of an Invoice in real-time.

As a comparison for this example we see two invoices to: John Smith. One invoice has already been 'paid' and the other is 'unpaid'.

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2. For this example let's focus on the 'unpaid' invoice.

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3. The agent can confirm that a Communication (email or SMS) was sent.

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4. The agent can also see if the secure payment link sent was Viewed by the payer.

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5. Pay attention to the Payment Status. Once the payer completes payment on their invoice, this will update to 'paid'

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The agent would expect the payer to access the secure payment link and submit payment information as shown here.

Again this can be in a real-time, Live Agent scenario.

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7. While the agent is on call, the payer confirms their payment was successful.

The agent then clicks refresh on their invoice screen.

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8. The agent will see the Payment Status for the invoice has been updated to paid and can let the payer know the payment was received!

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9. Note: Once the payment is made through the secure link, a Payment ID will automatically generate. This Payment ID will be unique for every transaction and can be used for reference and reconciliation purposes.

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