Payment Options

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You can now pay for your invoice via Check or Bank Transfer payment type. Learn how by following step by step instructions below.

This feature is only available on Heartland’s Merchant Portal and Checkout. Only the merchant’s employees can do check and bank transfer payments. Currently, clients have the Pay via Card option to pay for their invoices.

As an Employee: Manually pay for the manual invoice via Merchant Portal.

Log in to Merchant Portal
Go to Invoices
Click the View button of a corresponding invoice.

HFSP> Payment Options: Check and Bank Transfer > image-20200713-044115.png

4. On the View Invoice Details, click the Payment Options button.

HFSP> Payment Options: Check and Bank Transfer > image-20200714-060942.png

5. From the Payment Method selection, click the Manual Payment button.

HFSP> Payment Options: Check and Bank Transfer > image-20200714-061015.png

6. Manual Payment fill-out form will be opened with the following details that you have to provide:

Fields	Description
Client	This is auto-generated by the system where it will show in the field the Customer name.
Invoice Number	This field will show you the invoice number of the invoice you will be paying.
Payment Type	Usually, has (2) values: (a) Full and (b) Partial. The Payment Type will show you (2) options if the invoice you are trying to pay has a partial payment setup. Otherwise, it will only show you the Full payment type.
Payment Method	This contains the manual payment methods (a) Check and (b) Bank Transfer.
Amount	This field is always disabled and not editable. The field will show you the total amount to be paid depending on the selected Payment Type.
Payment Date	The date to indicate for Payment Date should be equal or greater than the Invoice Date.
Transaction Reference	Refers to the Transaction Reference number that can be acquired in your Check or Bank Transfer transactions.
Private Notes	This is a free text field wherein you can input your remarks or notes for the specific transaction.
Email Receipt to Client	Is a feature that will trigger sending of official receipt to the client.

7. Fill out the form and click the Save button.

If you have provided the fields with correct data, the Invoice payment status will be changed to PAID. If the payment type is PARTIAL, the status of the Invoice will be changed to Partial and can still be paid in FULL. To know more about partial payment, click here.