Payment Portal Updates

Changed how customers connect to providers on the Payment Portal

• Previously customers would need to enter their Service Account ID, last posted invoice number, and last posted invoice total in order to be connected to a new service account

• Now customers will be automatically connected to a service account by clicking an invitation link which is included in invoice emails as well as all notification emails sent from the dispatch system

  • Note: Invitation link will only be sent if the customer has not already connected

  • Note: You can also manually send an invitation email to a customer within the Customer Center in the dispatch system

• Added links to the Payment Portal and the Customer Portal which allow customers to move between managing payments and managing services