Now clients can view and print out their own historical financial transactions online.
By clicking on ‘TRANSACTION’ on the right hand menu, clients will be taken to a list of all their past invoices, payments and credit notes. They can preview then by using ‘mouse over’ or by clicking on them for more details or if they wish to print them.
Open invoices can be paid here using a credit card. Click ON “Pay open Invoice” top right of the screen and this will take to the pay open invoices screen, where you can select which invoice (or invoices) you wish to pay via credit card.
Once selected, clicking ‘Pay Now’ opens the Credit Card payment page, where card details are submitted and funds are deposited into your merchant account.
Once your payment gateway responds the transaction was successful, XM Oxygen updates the Account Receivable Table in Sage Accpac ERP in real-time, adjusting your clients balance and (if applicable credit limit immediately – useful if clients wish to place orders but are over their limit.