Billing setup for Public view

Users can make payments for their dues and subscriptions in the Public view from Contacts > Contact Management > Billing. Depending on the accounting method you use for renewal billing, it varies which options you must select to allow this self-service functionality.

■    All renewal billing processed using the Cash method: Enable the Accept payments on the web option for each billing product you want to enable for payment on the web (Billing > Set up module > Products). With this option, you can pick and choose which products you want to expose for payment.

■    All renewal billing processed using the Accrual method: Enable the global System Setup option Allow customers to make accrual dues payments on the web (System Setup > Set up commerce web components > Billing Configuration). With this option, all accrual billed items are exposed for payment on the web, because accrual invoices must be paid in full.

■    A mixture of Cash and Accrual renewal billing: Enable the global System Setup option Allow customers to make accrual dues payments on the web, which makes all accrual billings available for payment on the web. Then enable the Accept payments on the web option for each cash billing product you also want to be payable on the web.