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Customer Balance Payments — Real-Time from the ERP
Customer Balance Payments — Real-Time from the ERP

Learn how to enable your customers to pay accounts via the online store.

João Estima avatar
Written by João Estima
Updated over 8 months ago

Allow your customers to pay their Account balance directly through your ecommerce store. In the Customer Balance Payments module, customers can pay any amount, off the account balance in your ERP.

Note: Currently, invoice payments are not supported. Please contact us for further assistance.

New ERP Integrations for Customer Balance Payments

You or your partner integrator (API support) can setup a Live Endpoint for new systems. This typically is a fast-tracked development to ensure you are up and running quickly. Contact our team today to discuss your options and questions.

👍 Important: Only Credit Card payments are currently supported. ACH payments are not supported but contact us about when they will be added.

Convenience Fees

Credit card fees can be added to payments on invoices for the following Payment Gateways.

Supported Payment Gateways

  • BlueSnap

  • Opayo

  • Nuevi

Enable Balance payments

  1. Install the DIY integration App

  2. Make sure to activate the Customer Balance Payment
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  3. Toggle it on in the Payment Method

Customer Balance Payments

This feature can be seen in the Account Overview

When selecting Make a payment a new page opens.

  • Pending payment amount: Indicates the sum awaiting retrieval by your ERP from a previous payment made by the customer.

  • Outstanding fees and balance: Allows the customer to input the desired payment amount.

Upon selecting Submit payment the customer can finalize the transaction using the available payment methods on your store.

Development - Customer Balance Payments

This section outlines the integration requirements for connecting this feature with your ERP system. In summary, your responsibility is retrieving all remittances from our API and updating their status accordingly.

Fetch new remittances

You can obtain all newly paid remittances using this API endpoint.
Here are the required details:

  • Retrieve remittances with a status_id of 2 (paid).

  • ERP customer identifier should be under the key account_number.

Fetch new remittances


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Update remittances status to processed

Each time you retrieve a remittance, an update must occur. This update prevents the duplication of the same remittance in your system and updates the information on the Pending Payment Amount page.

You can update remittances using this API endpoint.

Here are the required details:

  • Use the id obtained in the fetch new remittances call for the remittance_id.

  • Update the status_id to 3 (Processed).

Update remittance

ERP DIY Integration App

To use the above features you must have enabled the ERP DIY Integration App. See this article.

Contact the customer success team to discuss a new Live Orders/Invoices integration project.

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