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Release 7.0

Invoice Payment

scInvoicePayment sc-invoice-payment

Invoice Payment allows your authenticated web users to search for invoices (in one or more companies based on configuration) they would like to pay and then submit payment against them. Customers will have the ability to search for open invoices only, by specific invoice number, by specific order number or by specific statement number.  They can also choose to search over all dates, a specific date range, or by open amount. This option is not available for consumers.

 
Allows authenticated web users the ability search and pay invoices. All transaction amounts will be displayed in domestic or foreign based on Transaction Mode (ignoring Allow Foreign Transactions setting). All invoice payment amounts recorded in F03B13Z1 are expressed with the related invoice currency code (foreign or domestic) depending on transaction status. This option will not be available for consumers.

Sample Views

1- Invoice Payment - Invoice Selection
Here the user can view and/or select invoices available for payment.  One or more invoice(s) may be selected at a time. The user may sort by any available column or search for a specific invoice number.
2- Invoice Payment Advanced Filter
Once the Filters button is pressed the user will be presented with additional fields that may be used in their search.  Once the additional criteria is entered the user will press Filter.
3- Scheduled Payments Modal
If the invoice has a scheduled payment associated this view will be displayed when the Scheduled Payments icon is pressed.
4- Invoice Review
The second step in the invoice payment process is Invoice Review.  Here the user may change the amount to apply before submitting the payment.
5- Invoice Payment
This is the final step in the invoice payment process.  Here the user will select the payment method to be used to pay for the selected invoices/amounts.  Once the pay instrument is selected the user will press Pay Invoices to complete the payment.
6- Echeck Payment Form
When Echeck (ACH) payment is selected during the invoice payment process the user will be presented this form.  Once all information has been entered the user will press Verify.  Once the information has been successfully verified the user will press Pay Invoices to complete the payment process. 
7- Check Help Information Modal
If during the ECheck (ACH) payment process the user needs assistance with the fields they may press the help icon.  Once pressed the user will be presented with descriptions of each ACH field.
8- Echeck Verified
Displayed when the ECheck (ACH) information provided has been verified.
9- Invoice Payment Confirmation
When the invoice payment process is successful the Invoice Payment Confirmation will be displayed. For each invoice the amount applied will be shown. 
10- Pay Invoices Error
In the event the payment cannot be completed the user will receive an error.
Print Friendly Image
Selector of the Company image to be displayed in Print friendly.
Display the Hosted Payment Confirmation modal
Defines if the Hosted Confirmation modal is displayed. The modal is displayed once the credit card is verified and the user can continue the payment from here.
Allow partial payments
Defines if the user is allowed to enter the amount to apply.
ACH Terms and Conditions Page
Defines the URL for ACH Terms and Conditions page.
 
This view has the same functionality as the regular Invoice Payment, but allows the user to schedule a date for the payment.
Allow partial payments
Defines if the user is allowed to enter the amount to apply.
Display the Hosted Payment Confirmation modal
Defines if the Hosted Confirmation modal is displayed. The modal is displayed once the credit card is verified and the user can continue the payment from here.
ACH Terms and Conditions Page
Defines the URL for ACH Terms and Conditions page.
Print Friendly Image
Selector of the Company image to be displayed in Print friendly.
Invoice Payment Default Branch Plant
Profile > Account Receivable
If web users are provided the capability of paying open accounts receivable invoices via the web utilizing a credit card, the value entered here will represent the associated payment branch plant configured within the credit card payments configuration tables (refer to Credit Card Payment Processing manual).
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Credit Card Payment Instrument
Sales > Payments
Defines the payment instrument (00/PY) that will be used for credit card transactions.
Credit Card Payment requires CSC validation
Sales > Payments
Determines whether or not Card Security Code (CSC) validation will be performed within the store.
Credit Card Payment requires billing address zip code validation
Sales > Payments
Determines whether or not Zip Code validation will be performed within the store.
ACH Check Type Restriction
Profile > Account Receivable
Indicates which types of checks will be accepted for ACH payments. Valid options are:
  • Personal and Company
  • Personal only
  • Company only
Invoice Payment Default Bank Account
Profile > Account Receivable
If web users are provided the capability of paying open accounts receivable invoices via the web utilizing a credit card, the value entered here will represent the associated payment general ledger bank account to be used when recording credit card payments to Oracle-JD Edwards (refer to Credit Card Payment Processing manual). If a bank account is not defined here the system will use the AAI's to determine which account to use.
Invoice Document Restrictions
Profile > Account Receivable
Limits the invoice types to display in Invoice History and Invoice Payments.
Sales Order Document Restrictions
Sales > Settings
Sales order types to display in Order Status / Shopping History.
ACH Payment Instrument
Profile > Account Receivable
The pay instrument in JD Edwards that designates an ACH payment. Refer to SmarterCommerce Payment Processing Guide. If left blank ACH payment option will not display.
ACH GL Bank Account
Profile > Account Receivable
ACH Connection name is resolved using GL Account (GL account maybe left blank) and Company depending on ACH connection settings. When configured this is the GL Bank Account number utilized to resolve connection name for ACH processing.
PayPal Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to PayPal.
Other Payment 2 Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Coupon" no matter which payment instrument is selected here.  Also, when configured for POS the payment instrument selected must also be configured with 1SC02 in 00/PY or unexpected results may occur.
Other Payment 1 Payment Instrument
Sales > Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Gift Certificate" no matter which payment instrument is selected here.  Also, when configured for POS the payment instrument selected must also be configured with 1SC01 in 00/PY or unexpected results may occur.
Credit Card Address Validation Required
Sales > Payments
Determines whether or not address (AVS) validation services will be performed within the store.
Store Companies
Profile > Account Receivable
Companies for which information will be displayed.
ACH Company
Profile > Account Receivable
ACH Connection name is resolved using GL Account and Company (company maybe left blank) depending on ACH connection settings. When configured this is the Company utilized to resolve connection name for ACH processing.
Other Payment 1 Payment Terms
Sales > Payments
The payment terms associated to the Other 1 payment instrument.
Other Payment 2 Payment Terms
Sales > Payments
The payment terms associated to the Other 2 payment instrument.
Allow Early Payments
Profile > Account Receivable

When allow early payments is on the CMS will calculate the Invoice Open Amount taking into account the Discount Available minus the Discount Taken  (RPADSC - RPADSA) only if the discount date has not passed (RPDDNJ). 

Schedule Partial Payments Reason Code
Profile > Account Receivable
When a partial payment is scheduled a reason code must be selected.

 

Personal Check Type Standard Entry Class Code
Profile > Account Receivable
ACH Processing Standard Entry Class Code used for Personal Checks.
Company Check Type Standard Entry Class Code
Profile > Account Receivable
ACH Processing Standard Entry Class Code used for Company Checks.
Allow Selection of Credit Memo to Net Against
Profile > Account Receivable
Allow Credit Memo netting
Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, layout mode).
Paging display mode
Web Site > Paging Configuration
The options are:
  • Enable user to change the number of records per page
  • Show fixed records per page
  • No paging
Number of products per page - On Grid
Web Site > Paging Configuration
Page size options when viewing in grid mode.
Default page size - On Grid
Web Site > Paging Configuration
The default page size when viewing products in grid mode.
Number of products per page - On List
Web Site > Paging Configuration
Page size options when viewing in list mode.
Default page size - On List
Web Site > Paging Configuration
The default page size when viewing products in list mode.
Pay Invoices
Determines if the web user is allowed to pay invoices.
View Credit Cards on File
If web user does not have the permission to view credit cards on file then the section is hidden.
View Shopping History
If the web user does not have permission to view order history then Shopping History option is hidden.
View Invoice History
If web user does not have permission to View Invoice History then the user is redirected to an internal error page where an error message is displayed. (“You are not authorized to execute this action”).
Modify Credit Cards
If the user navigates to this view in edit mode and does not have permission to modify credit cards then the user is redirected to an error page.
View Bank Accounts on File
If the user does not have permission to view bank accounts on file then this section is hidden.
Modify Bank Accounts On File
Determines if the web user has permission to modify bank accounts on file (ACH).
Add New Bank Accounts On File
Determines if web user has permission to add new bank accounts on file.