Understanding Payments in PeopleSoft Classic eBill Payment
This topic provides an overview of the payment process in PeopleSoft Classic eBill Payment and common elements used in the Classic Payment Cart.
PeopleSoft Classic eBill Payment enables customers to pay invoices over the Internet using the Classic Payment Cart. The Payment Cart integrates specifically with PeopleSoft Receivables. You cannot use this application with a generic accounts receivable subsystem.
Invoices eligible for payment can be selected from various eBill pages such as the Balance Detail page and the Invoice Summary page (click the Invoice link on the Invoice List page). To add an invoice to the payment cart, the invoice must have:
A status of Open.
A current balance not equal to 0.00 USD.
Note: When you select the Allow Change of Payment Method check box on the eBill – General Page, you can select direct debit invoices and change the payment method while making the payment.
Check items in the Payment Cart can be changed to direct debit within the cart.
The customer can use the Payment Cart to accumulate invoices before making a payment. The Payment Cart holds only invoices belonging to one customer at a time. When the customer attempts to add invoices for a second customer, the system prompts the customer that the invoices in the cart belonging to the first customer will be replaced.
Invoices in the cart can be paid in full (pay entire balance) or short pay (pay a partial amount of the invoice). Depending on the system setup, you can choose from these payment methods:
Credit card
Direct debit
Electronic check
PayPal
The credit card payment method is available in either the traditional model (systems that store, process, and maintain credit card data) or the hosted model (systems that use third-party payment processing and storage).
The electronic check payment method is supported in systems set up to support ePayments. After selecting the Electronic Check payment method, the user is transferred to the hosted payment supplier’s site for payment completion. (The ePayment processing system does not support future or scheduled payments.)
To short pay an invoice, the user must provide a short pay reason and comments.
After a payment is successfully processed, the system removes fully paid invoices from the Payment Cart. The invoice is retained in the cart for short payments.
When the customer chooses to short pay an invoice and adds comments, the system generates a conversation containing the reason and comments that are provided. The customer can review the conversation on the Review Messages page.
Prerequisites
The Electronic Check payment option requires ePayment setup with a third-party payment processor. The PayPal payment method option requires a PayPal merchant account. See the product documentation for PeopleSoft Integration Interfaces.
You must also set up your PeopleSoft Receivables system to support ePayments through the self-service component, eBill Payment:
Field or Control |
Description |
|---|---|
Exit |
Click this button to leave the Payment Cart page. |
Save |
Click this button to save your work. |
Next |
Click this button to go to the next step. The label for this button changes programmatically based on which step in the horizontal navigation the user is on; it could change to Pay All, Submit Payment, or Payment Cart. |
Previous |
Click this button to return to the previous step. |
Review Messages |
Click to view customer messages. This link is visible when customer messages exist. |
Contact Us |
Click to create a Contact Us note for the transaction. |
Select All |
Click the Select All button to select all of the invoices in the cart for payment. |
Deselect All |
Click the Deselect All button to deselect all of the selection check boxes in the payment cart. These invoices remain in the payment cart. |
Clear Cart |
Click to remove all of the invoices from the Payment Cart. The system prompts the customer for confirmation before removing the invoices. The system then changes the Payment Method to the default value and saves the Payment Cart. |
Invoice Attachments |
Click to view or add supporting documentation as attachments. |