Viewing the Community Portal as a debtor by launching from Synergetic

To view the Community Portal as a debtor by launching from Synergetic:

1. Select Module > System > Configuration File Maintenance from the main menu.

   The Configuration File Maintenance window is displayed.

   

2. Type the URL for your live Community Portal in the Value field of the CommunityPortal:Settings:LiveURL configuration setting. See CommunityPortal:Settings:LiveURL configuration setting.
3. Click .
4. Select Module > Debtors > Debtor Maintenance from the main menu.

   Tip: You can also access the debtor functions by clicking .

5. Search for the debtor. See Searching for debtors in the Debtors manual.

   The Debtor tab of the Debtor Maintenance window is displayed.

6. Click the Payment Type tab.

   The Manual Payments sub-tab of the Payment Type tab is displayed.

7. Click the Online Payments sub-tab. See Debtor Maintenance - Payment Type tab - Online Payments sub-tab in the Debtors manual.

   The Online Payments sub-tab of the Payment Type tab is displayed.

   

8. Click .

   The Manage Stored Cards window is displayed on the Community Portal for the selected debtor.

   

Last modified: 20/02/2017 10:48:13 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.