Accounts Receivable

New payment service provider: Bridge—Early Adopter

Accelerate cash flow by offering a self-service payment option to your customers with the new embedded Customer Payment Services feature. If you’ve subscribed to an inbound payment service provider, you can allow your customers to pay AR sales invoices electronically through a secure link in AR sales invoices that you send electronically. In this release we've added Bridge to the list of available payment providers that your customers can use to pay AR sales invoices electronically.

See also the other enhancements to the embedded Customer Payment Services Early Adopter program.

How it works

Set up customer payments

1. Turn on the customer portal.

   1. Go to Accounts Receivable > Setup > Configuration.
   2. In the Customer portal section, select Enable customer portal.
   3. Select the email templates to use for AR sales invoices and Order Entry AR sales invoices.

2. Subscribe to your preferred inbound payment service provider.

   1. Go to Company > Admin > Subscriptions.
   2. Scroll to Customer Payment Services and select View options.
   3. Select the country for your company.
   4. Next to Configure Customer Payments powered by: Bridge select Configure.

   5. Set up your customer payment service account.

The Pay Invoice Now link becomes available on AR sales invoices that you email to customers, and payment activity is tracked in the AR sales invoice and Payment history tabs.

Use Bridge as the payment service provider

1. When creating the customer AR sales invoice, select Accept payment electronically.
2. Select Bridge as your payment service.

3. Email the AR sales invoice to your customer.

   Your customer can then select the link in the email to send their payment.

When they pay their invoice using the link, the payment automatically appears in the Posted payments list.

What's the Early Adopter program?

The Early Adopter program is available to a select group of customers who test new features and provide feedback. Your input will help us refine and improve these features before the general release.

Permissions and other requirements

Subscription	Accounts Receivable Customer Payment Services
Regional availability	France Germany
User type	Business user with admin privileges
Permissions	Accounts Receivable AR sales invoices: List, View, Add, Edit Print or email AR sales invoices: Run Administration (for setup) Application subscriptions: List, View, Configure