Step-by-step walkthroughs for every Payment Hub task.
Twenty-six guides with UI mockups and video demos — everything your AR team and end customers need to get up and running, from first login through routine payments, statement downloads, and account management.
Reference
Feature List
A complete reference of every feature available in the portal, organized by category with links to step-by-step guides.
Coming soonGetting Started
Creating an Account
Register for the portal in a few minutes — enter basic info, company address, and confirm your details to get started.
Coming soonLogging In
Sign in to the portal to access invoices, make payments, and manage your account. Covers credentials and first-login experience.
Coming soonPassword Reset
Email-based recovery flow and account access restoration — reset your password in under a minute if you're locked out.
Open guideDashboard Navigation
Portal layout, sidebar structure, and key areas so you can quickly find what you need across every section.
Coming soonInvoices
Viewing Invoices
Invoice list with aging visualization, color coding, status badges, and quick actions for every invoice on your account.
Open guideFiltering & Sorting
Filter invoices by date, status, or keyword, and sort the grid by any column to find what you need in seconds.
Open guideInvoice Details
Read the detail page with line items, payment history, and related documents — plus how to download or print it.
Coming soonDownload Invoice PDF
PDF download and print functionality from the invoice detail page — get professional copies in one click.
Open guideCheck Recent Invoices
See newly issued invoices the moment you log in. Recent charges appear on the dashboard with full details and one-click payment.
Open guideView Invoice Aging
Invoice aging dashboard broken into current, 30, 60, and 90+ day buckets. Prioritize which invoices to clear first.
Open guidePayment History & Balances
Check Account Balance
See your current account balance in real time. Synchronized from the vendor's ERP and available 24/7 without a phone call.
Open guideCheck Recent Payment
Confirm your most recent payment went through. Status, amount, method, and confirmation number visible instantly on the dashboard.
Open guideCheck Payment History
A searchable, exportable history of every payment you've made — with dates, amounts, methods, and confirmation numbers.
Open guidePayments
Pay an Invoice
Single-invoice payment flow with method selection, surcharge display, and confirmation — backed by video walkthrough.
Open guidePay Multiple Invoices
Batch-select and pay several invoices in a single transaction — one authorization, one receipt, all posted to your ERP.
Open guidePay on Account
Account-level payment that auto-distributes across your oldest unpaid invoices (FIFO) — clear your balance in one step.
Open guideMake a Partial Payment
Pay any amount up to the invoice balance. The remaining balance tracks automatically so you can pay again against the same invoice later.
Open guidePay Past Due Invoice
Resolve overdue invoices through the portal with one click. Past due invoices are visibly flagged so you can find and clear them quickly.
Open guidePay Using Account Credit
Apply available account credits to open invoices in one click — no new payment needed, and the ERP posts the credit immediately.
Open guidePay with Surcharge
Complete a credit card payment that includes a compliant processing surcharge, with full transparency before you authorize.
Open guideManage Payment Methods
Add, remove, and set default payment methods in your digital wallet — credit cards and ACH bank accounts.
Open guideQuick Pay
Tokenized link payment without an account login — customers pay directly from the invoice email in seconds.
Open guideStatements
Viewing Statements
Access your monthly statement list with generation dates and status — sourced directly from your ERP.
Coming soonDownload Statements
PDF download and historical statement archive access — save any month's statement to your device in one click.
Coming soonAccount & Profile
Ready for a live walkthrough of Payment Hub?
Schedule a 30-minute demo and we'll walk your team through the portal, ERP integration, and rollout playbook.