This article will discuss how customers should make payments via the customer portal. You can send this article to your customers as a guide for making payments. This only applies to customers who have already signed up for the customer portal. If you would like to know more about setting up your portal and sending invites, click on the following link. Setting up your Customer Portal

There are multiple ways to navigate to the customer portal. One method is through an emailed invoice from ClipITC.

When one opens the invoice link, they will bypass the Customer Portal login and be taken to the bill. When viewing the bill click 'Pay Now' to be taken directly to the section of the Customer Portal that makes a payment. To reiterate, Please note that you do not need customer portal credentials to make online payments using the 'Pay Now' option from the emailed invoice.

If the client is registered for the Customer Portal already, they do not necessarily need the invoice link. Another method would be to simply type https://portal.clipitc.com/login into your web browser. Use your customer portal account credentials to sign in.

From this login method, To make a payment from the customer portal, you can start by clicking on the payment tab or the invoices tab and then click 'Pay Now'. You'll be taken to the payment page.

Here, you'll start by selecting the payment type, either ACH or Credit Card. Then, decide whether you want to enter a new card for a one-time payment, or use an existing payment method on file. Once you've made your selection and confirmed the amount you intend to pay, press the button labeled labeled Process to continue to the next page. Importantly, note that it is *not necessarily* on this screen that the customer will input new credit card or ACH details.

Next, Confirm the billing details of the credit card or ACH. If what is already displayed is incorrect, input the name on the account of the payment issuer, the zip code, and the amount you wish to pay. Then, click 'Make Payment'.

If you opt to use a saved payment method, the payment will process immediately upon clicking 'Continue', and you're good to go! This is one of the benefits of saving your payments for Autopay – you won't need to re-enter your card details each time.

After clicking 'Continue', the card info box will appear on the screen for you to input the actual card or ACH details. Once you've entered these details, click on 'Make Payment'. The payment will process, and you should receive a popup confirming that the payment has been successful!

ACH

If you receive a popup indicating that the payment was unsuccessful, it's important to double-check all the billing details and card information to ensure accuracy.

To update the address for the account, navigate to the 'Update Information' section of the customer portal. Once you've confirmed and updated the information, return to the payment center and retry the payment.

If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We are more than happy to answer any questions you may have.