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Customer Website


If Invoice Payments are configured, there are a number of changes to the customer website.

Account Summary

An alternate page template is used to support the display of invoices on the account.

NOTE: The above shows optional multi-account profile module that allows multiple billing accounts to be managed from one Profile.

The column headings in the invoice table are configurable, so can be altered to read Fee Description and Code, or any other value that describes what the customer has to pay.

The following data is displayed for each invoice.

  • Invoice Description. Description of the invoice.
  • Invoice Code. Number or code that uniquely identifies the invoice. This will be sent with any payment details for that invoice.
  • Custom Message Fields. Up to 4 optional fields to provide more details of the invoice.
  • Invoice Image Icon. If an image of the invoice has been supplied, and icon will be displayed to retrieve the image.
  • Invoice Amount. The amount owed on the invoice.
  • Due Date. Optional Due Date for the invoice. If this is not present the column can be removed.
  • Status. The status of the invoice.

Make Payment

The Make Payment page configuration for Invoice Payments in shown overleaf.

NOTE: In the current release, Invoice Payments can only be combined with Balance Reload payments. Additional options may be added with subsequent releases.

Only invoices that are eligible to have a payment made against them are displayed. To pay an invoice the customer must select the checkbox alongside it. The following options are available / displayed.

  • Check All Checkbox. Allows the customer to select all the invoices for payment with one click.
  • Invoice Description and Code. Description of the invoice, and the unique code for it. The custom message fields are not shown on this page.
  • Invoice Amount. The amount owed on the invoice.
  • Paid Amount. If the customer has made a partial payment towards the invoice the amount that has been paid is displayed here.
  • Payment Amount. Field to enter/display the payment amount. There are two options, depending on whether partial invoice payments are allowed:
    • If partial payments are allowed selecting the invoice checkbox enables the Payment Amount field so a payment can be entered – see Invoice 1 overleaf.
    • If partial payments are not allowed, selecting the invoice checkbox displays the Invoice Amount in the Payment Amount field, which is not editable.

    As the invoices are selected and payment amounts entered (or displayed) the main Payment Amount field will be updated with the total amount to be paid.

Once the customer has selected the invoices they want to pay they can select the funding source they want to use and the Payment Date. They can also optionally enter a Memo. The customer can then select Continue to submit the payment details.

Review and Confirm Payment

Once the details of the proposed payment have been verified the customer will be shown a page to review and confirm the payment, which will include details of the invoices to be paid with that payment.

They can then select Confirm to schedule the payment for processing, select Edit to return to the page above to alter the payment or Cancel to abandon the entered payment.

Once confirmed the customer will be given a confirmation number and an email will be sent to the customer with details of the payment.

Payment Details

If the Payment Details for an Invoice Payment are accessed from the Payment History page, details of the Invoice(s) paid are displayed.

Invoice Status

Invoices can have a number of statuses within the system. Some of these are managed by E-Bill & Collect ,but others are controlled by you by sending Invoice Status Updates.

The following status are managed by E-Bill & Collect:

  • Open [OP]. Invoice can have payments made against it.
  • Paid [PD]. Invoice has been fully paid.
  • Disputed [DI]. For future use.
  • Payment Pending [PE]. A future dated payment is scheduled for that invoice.
  • Partially Paid [PA]. The invoice has been partially paid.

As payments are scheduled, edited, cancelled and returned, E-Bill & Collect will update the status.

The following status can be applied by you by sending a status updated in the invoice data file:

  • Open [OP]. Invoice can have payments made against it.
  • Paid [PD]. Invoice has been fully paid.
  • Closed [CL]. Invoice has been closed out.
  • Deleted [DE]. Invoice is to be deleted – this actually removes it from the system.

Invoice Display Logic

On the account summary page, all invoices will be displayed. However, on the Make Payment page, only invoices with the following status are displayed:

  • Open
  • Payment Pending – if the pending payment is a partial payment
  • Partially Paid

Customer Emails

The following email template is used to advise customers that they have created an Invoice Payment.