Quick Pay gives Clients a single place to view outstanding balances across invoices, statements, contracts, and prepay. From one window, they can quickly navigate to the appropriate payment page without switching between multiple areas of the Customer Portal.
To enable Quick Pay on your platform, contact the Partner Experience Team at help@agvend.com.
Available for Agvance and Merchant ERP.
Open Quick Pay
Clients can open Quick Pay in either of the following ways:
- Click Quick Pay in the top navigation between Home and Inbox.
- Select the Quick Pay tile from the Customer Portal home page.
Both options open the same Quick Pay window.
Understand the Payment Tiles
Each payment tile displays the amount due for a specific payment category and opens the appropriate payment page when selected. The tiles that appear depend on the features enabled on your platform.
| Tile | Displays | Opens |
|---|---|---|
| Invoices | Total past-due invoice balance | Invoices page filtered to past-due invoices |
| Statements | Current statement balance | Statement details and payment page |
| Order Contracts | Outstanding required prepay for open order contracts (contracts older than one year are excluded) | Order Contracts page filtered to unpaid contracts |
| Add Funds to Prepay | No balance displayed | Bookings page, Add Funds to Prepay window |
| Budget Billing | Current monthly installment plus any past-due amount | Budget Billing page |
| Energy Contracts | Outstanding required prepay for open energy contracts | Energy Contracts page filtered to contracts with remaining prepay |
| Bookings | No balance displayed | Bookings page filtered to unpaid bookings |
Note: Selecting a payment tile does not submit a payment. It simply opens the appropriate page where the Client can review details and complete their payment.
View Autopay Status
The Invoices, Statements, and Budget Billing tiles display an autopay status badge below the balance.
Possible badges include:
- Autopay Enabled — An active autopay is configured for the selected account.
- Autopay Off — Autopay is available but has not been set up.
Clients can manage autopay by navigating to Account > Autopays.
Autopay cannot be enrolled directly from the Quick Pay window.
When Nothing Is Due
If the selected account has no outstanding balances, Quick Pay displays a confirmation message letting the Client know there is nothing currently due.
Any payment categories without a balance display $0.
If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com or at 512-812-9399.