Partners can accept payments by Check, Credit Card or any other method. Payments are always applied to the customers balance in real time and posted to the oldest invoice first. When accepting and posting payments for your customers it is important to check the Open Amount on the oldest Unpaid Invoice. This is the amount you must apply to change the invoice status to Paid. Invoices left in Unpaid status for too long may result in service suspension.

Accepting Payments from Customers

1. Login to the RingLogix App.
2. Search and Select an existing Customer.
3. Make sure you are in the Billing area.
4. Click the Accept Payment button.
5. Input the Amount to Pay.
6. Select your Method of Payment.
   • Check: Enter the check number as a reference; this would be a physical check being collected as payment
   • Credit Card: Uses the card/ACH method on file*
   • Service Credit: provider offered credit.
   • Other
7. Add a Payment Note. For example, the applicable Invoice number.
8. Click Make Payment.

*Note: Accepting credit card payments requires activating a credit card integration and having a card on file. See Customer Billing > Card on File and Platform Settings > Credit Card Integrations for more details.