Through the ALIS Connect portal, designated payers can review invoices, submit payments online, and securely save payment details (such as credit cards or bank accounts) for future transactions. This guide provides instructions on how to ensure the ALIS Connect portal is set up for payers to details for your billing administrator to pull payments in ALIS.
About bills pay in ALIS Connect
- It is very important that you communicate with the payer. Determine if the resident or contact will pay on their own timeline directly in ALIS Connect, or if your community billing team will pull payments at an agreed upon cadence in ALIS using the payment information they entered or provided.
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Payers can only pay invoices in ALIS Connect that are addressed to them in ALIS. If a payer wants to pay an invoice that was generated for a different payer, you can always change the invoice addressee in ALIS when you navigate to Options > Edit on a specific invoice.
Step 1 - Enable the payment gateway in ALIS Connect
It is necessary for your ALIS environment to have ALIS Pay (also known as the Payment Gateway) and ALIS Connect enabled. Contact your Account Manager or our ALIS Customer Success Team for assistance.
- For more information about ALIS Pay and the application process, read this article: ALIS Pay: The Payment Gateway Reference Guide.
- For more information about ALIS Connect setup, read these articles: ALIS Connect Reference Guide, How to configure ALIS Connect Settings.
Step 2 - Give payers access to ALIS Connect
Manage ALIS Connect users in the Access tab of your ALIS Connect Center. Send payers (residents or contacts) registration email invitations to access the portal, and be sure to assign them a user profile that allows them to view resident billing details.
- For more information on how to configure user profiles, read this guide: How to configure ALIS Connect Settings.
- For more information on how to send invitations and manage ALIS Connect users, read this guide: How to manage ALIS Connect users.
Step 3 - Notify payers to set up their payment method(s) in ALIS Connect
Once the payer has access to ALIS Connect, notify them to add their payment method(s). They will need to go to the Billing section > My Payment Methods tab > and click +Add Payment Method.
They will then enter their bank account or credit card information along with the relevant billing address and Add Payment Method to save. Download this How to pay bills in ALIS Connect (For Residents or Families) guide to share step-by-step instructions with the resident or contact.
Once a payment method is saved in ALIS Connect, your billing team will be able to process the payment via the Payment Center in ALIS using these details, or the payer can process their own payment in ALIS Connect.
Remember to communicate clearly with the payer to decide whether your billing team will run the payments or if the payer will process payments themselves.
Step 4 - Residents or contacts pay their own bills in ALIS Connect
Once a resident or contact has added their payment method in ALIS Connect, they can navigate to the Invoices tab to submit a payment. They can either Pay Outstanding (the full remaining balance across all invoices) or Pay Invoice (a specific invoice amount).
Payers will be taken through a series of steps in which they select and verify the payment before submitting. For step-by-step instructions, refer to this How to pay bills in ALIS Connect (For Residents or Families) guide.
As soon as a payment is submitted in ALIS Connect, the transaction details will be visible to your community billing team in the ALIS Payment Center > Undeposited Payments tab until the payment has been fully processed.
Related articles:
- ALIS Pay: Payment Gateway Reference Guide
- The Payment Center Reference Guide
- ALIS Connect Reference Guide
- How to Use ALIS Connect (For Families)
- How to pay bills in ALIS Connect (For Residents or Families)
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