Can members make their own payments in Deskworks?

Modified on Mon, 7 Jul at 11:40 AM

Yes! You can allow members and non-members to pay their open invoices through the Member Portal.


How to Enable Self-Service Payments

  1. Go to SETUP > TASKS.
  2. Click Edit on “Post Payments or Charges” (it might also be named something like “Charges/Payments”).
  3. Under PERMISSIONS, confirm Members (and/or Non-members) have "View/Edit" permissions. 
  4. SAVE.


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How It Works

Members will see the Charges/Payments page in the portal (typically under the BILLING tab, unless you've moved it somewhere else). 


They can view invoices by clicking the "eye" icon:

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They can submit a payment for any open invoice by clicking the pencil icon:

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