Payments

Document Metadata

Category: Customer Portal / Payment Methods & Billing Setup
Audience: Administrators, Finance & Billing Staff, Support Team
Difficulty: Beginner to Intermediate
Time Required: Approximately 15–20 minutes
Prerequisites: Active ConnexCS Customer Portal account with permissions to view and update payment methods and billing information
Related Topics: Customer Portal – Invoice & Billing Documents, Customer Portal – Dashboard Overview
Next Steps: Verify current payment method and billing address, update or change payment method if required (e.g., credit-card, bank-transfer, direct debit), download or schedule notifications for upcoming invoices, and document your internal billing & payment verification process.

View the list of all Payments made to date.

• Date / Time: When the selected payment gets completed.
• Total: Payment amount.

• Status: The payment may show Pending, Cancelled, or Completed.

  Note: Pending and Cancelled payments aren't included in the balance calculation.

• Description: Name of the payment.

Bulk Payment Download

If you wish to download all the Payment details click on on the extreme right side and a .csv file will be downloaded to your system.

Make payment

To add a new payment, select Make Payment.

1. Pay via: (required)

   • Bank Transfer: You can select the Payment Amount and Currency. This sets the Payment Status to Pending until it's processed.
   • PayPal: You can select the Payment Amount and Currency.
   • Credit Card: Enter your Credit Card Number, Month and Year of expiry and CVC. Then you can select the Amount and Currency.
   • Razor Pay: You can select the Payment Amount and Currency.
   • Pay Stack: You can select the Payment Amount and Currency.
   • Now Payments: You can select the Payment Amount and Currency.
   • Voucher: Requires Voucher number and Currency.

2. Click Pay.

Negative Payments

If you make some kind of purchase on the account, it will appear as a negative amount under Total.