Making Payments on Accounts through the Admin Portal

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In Configio, customers may have a due balance on their accounts for various reasons such as choosing the pay later option, registering multiple users, or opting to pay with a check or cash. This article guides users on how to navigate through a customer’s account to make a payment using a credit card, cash, or check.

  1. Navigating to the Customer’s Account: To begin the process of making a payment on a customer’s account in Configio, users should first navigate to the customer’s account. Upon accessing the account, users will notice a balance due highlighted in red. This balance is typically associated with one of the orders listed within the account.

  2. Locating the Order with the Balance Due: Users need to identify the order within the account that corresponds to the red balance amount. Once the relevant order is located, there will be an icon resembling a dollar sign ($) that signifies the option to make a payment. Select the icon to proceed with making a payment for that specific order.Screenshot 2024-03-01 at 11.37.39 AM.pngScreenshot 2024-03-01 at 11.38.30 AM.png

  3. Making the Payment: After selecting the make a payment icon, users will be directed to a page offering various payment options including cash, check, credit card, or account credit. Depending on the method of payment chosen by the customer, select the appropriate option and proceed to apply the payment in order to capture funds successfully.Screenshot 2024-03-01 at 11.39.00 AM.pngScreenshot 2024-03-01 at 11.39.22 AM.pngScreenshot 2024-03-01 at 11.39.41 AM.png

By following these steps, users can efficiently manage payments on customer accounts within Configio.

This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.

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