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How Do I Pay as a Customer?

You have the ability to pay any invoice on behalf of the customer through the

  1. To pay as a customer, you must first navigate to the invoice you want to apply the admin discount to. You can do this several ways, most commonly it will be through the customer card.  
  2. Once on the Control Panel, type the user's name or email address in the admin search bar to search for their Customer Card.
  3. Select the user you're searching for, which will take you to their Customer Card. Once there, select Registrations and Payments.
  4. Select the invoice you want to discount by clicking the Invoice ID number, which will take you to that Invoice Card.
  5. Once you are on the Invoice Card, click on the Pay as Customer button
  6. You will see a pop-up window where you can the relevant information
     
    1. First, make sure that the Select invoice to pay has the correct invoice selected in the dropdown. The program name of the invoice will also be listed above
    2. You will have the option to add a coupon code or an admin discount
    3. You can also select from the method of payments already saved on the customer profile, or enter a new card or bank account number for the payment
  7. Click Charge when you are ready to process the payment, you will be taken to a page that looks like the below screenshot