The payer portal offers a dashboard that enables payers to access information on their AP transactions, outstanding invoices, and pending receivables and make payments. A complete description of the features is provided below:
After completing payment in the Paystand Checkout, the Payer is presented with a payment page displaying information related to the payment they just made. The page is accessible to all Payers, regardless of whether they have an active session on Payer Portal or their Merchant’s ERP and Payer Portal Plan. Additionally, Payers can access the payment page by clicking on a transaction ID in the Transactions section, but they must be logged in to Payer Portal.
The payment page is designed with several sections to provide the payer with a clear and easy-to-understand overview of the payment details.
Left-hand sidebar menu: This section displays the different sections of the Payer Portal available to the payer based on the merchant’s payer portal plan. Clicking on any section of the menu will require the payer to sign up or log in to continue.
Payment details: Here, payers can view vendor payment details, payment method used to pay, payer email address, and billing address.
Payment summary: This section provides the payer with an overview of the payment. It displays the invoice(s) paid, the amount paid, any fees or discounts applied, and the total paid.
Payment record: This section includes the payment ID, which can be used to track the payment.
Signup and login buttons: If the payer does not have an active session in the payer portal, there will be a signup and login button on the top right of the page. These buttons allow payers to quickly create an account or log in to Payer Portal.
After payment, a payer can click “View your payment” and sign up for the payer portal. The payers can sign up to the Payer Portal at the end of a payment by clicking on view your payment and then clicking on sign up. In the sign-up form, the user has to input: Name, company, and password. The email field is pre-filled with the email address to which the paid invoice was sent to and can’t be edited.
Payers with a payer portal account can log in through a direct link https://dashboard.paystand.com/v2/ap/login-portal or after completing a payment on the payment page, where there’s a login button. In the login screen, the payer needs to enter the email address and password they signed up with in order to log in to Payer Portal.
Here in the profile section, the payer can access and manage their account settings:
Change Password: Payers can change their password by entering their current password and the new password, which they need to confirm again
Set Multi-Factor Authentication: Payers can enable multi-factor authentication (MFA) for an extra layer of security on their accounts. By clicking on the MFA option, they can set up their account to require a code sent via email or SMS to complete the login process.
Sign Out: The sign-out button allows payers to securely sign out of their account when they are finished using the payer portal.
Under the transactions tab, you will find all the payment history. You will see successful payments, refunds, failures and download CSV. By clicking on any invoice number, you will see details such as the payment ID(s), payment method, and amount if the invoice is paid.
Next to the amount of receivable, there is an exclamation mark. Scroll over it to see the payment amount details.
Settings for One-click checkout
Payers of NetSuite merchants can access a settings page to enable or disable one-click checkout. Payers must create a Payer Portal account in order to access this setting.
Payers can select merchants within Paystand's network that have sent them payables (invoices).
Selecting a merchant shows the sections enabled for that merchant and filters information across different sections of the Payer Portal for the chosen merchant. For instance, if a payer selects a merchant with a Payer Portal premium plan, sections like Payables will be enabled. On the other hand, if the payer selects a merchant without a Payer Portal premium plan, the payables section will hide.
Merchant selection works at the entity level, and only Sage merchants with a Payer Portal plan are listed individually. Non-Sage merchants and Sage merchants without a Payer Portal plan can be selected with the “Others” option. Selecting “Others” in the merchant selector only displays two sections: Transactions and Settings. Transactions will show a table with the combined transaction records of non-premium plan merchants. The settings section will allow the payer to turn off or on the One-click checkout option, which only applies to NetSuite Merchants.
This section provides payers with an easy and convenient way to view their payables in one place. Payers can pay one or more of their payables and track the status of each payment. Essential information about each payable is shown in the form of a table that includes the creation date, due date, status, amount due, and total amount.
Within the Payables section, the payer can access specific details for an individual payable by clicking on the invoice ID from a record in the Payables table. This page includes details of the payable, such as the creation date, due date, status, amount due, and total amount. In addition to these details, the payer can view transaction records associated with the payable.
Start payments from Payer Portal
To start payment from the payables table, click on the checkbox on the left side of a payable with a pending amount, then click on the Pay button on the top right of the table. To start a payment from the payable detail page, simply click the “Pay now” button.
Invoice PDF download
A Payer can download a PDF file of an invoice by clicking on the PDF download button either from the payables table view or the payable detail page.
In the case where the payer doesn’t remember the password for login into the payer portal, they can reset the password by clicking on the “Forgot password?” button on the login page and entering their email. An email notification will be sent; they click the Reset Password button and enter and confirm their new password. Now they can use the new password to log in to the payer portal.
Email change/addition sync
When a Sage merchant changes the email address of an existing payer in their Sage customer record, the old email address will stop having access to the payables and transactions for the merchant, and the new email address set in the sage customer record will now have access to the previous and new payables and transactions.
How a merchant changes the email address of a payer: In Sage, click on an open invoice, then go to the customer field and click on view. Edit the email address of the customer and save it. Click on the refresh icon next to the email address fields. Post the invoice. Now all new payables email notifications will arrive at the email address set. And the payer who uses that email address as credentials for the payer portal will now have access to the payables sent to the previous email address set, plus new payables sent to the payer.