Invoice Installment Payments on eWeb

The Installment Payment functionality allows individuals to make scheduled payments on an invoice using eWeb. When checking their open invoices, users will see the balance paid, balance due, and next payment amount due listed. When that open invoice is added to the cart, the amount to be applied for the payment due will be shown.

Viewing Invoice Installment Payments on eWeb

To view invoices that were purchased using the Installment Payment payment method, complete the following steps:

1. Launch your eWeb site.
2. Click the Online Store link located in the left navigation bar.

   This will open your Online Store.

3. Click the Open Invoices link located along the top of the Online Store.

   If you are not logged in, you will be prompted to log in. Once logged in, a list of all of your open invoices will be displayed.

4. The Open Invoices page will display a list of all of your open invoices. This page displays the:
   • date - the date recorded on the invoice
   • invoice code - the invoice number
   • total - the total amount of the invoice
   • paid - the amount that has been paid towards the total amount of the invoice
   • balance - the remaining balance of the invoice
   • amount due - the amount due on the invoice. Invoices with the installment payment payment method will show the amount of the next payment that is due as opposed to the full amount as seen in the other line items below.
   • Member Type - if the invoice is for a Membership, the Member Type will be displayed.

Making Payments

To make payments to an Installment Payment invoice on eWeb, complete the following steps:

1. Launch your eWeb site.
2. Click the Online Store link located in the left navigation bar.

   This will open your Online Store.

3. Click the Open Invoices link located along the top of the Online Store.

   This will open the Open Invoices page that displays all of your open invoices.

4. Locate the invoice to which you would like to apply the payment.
5. Click the Select Item button for the invoice to which you will be applying the payment.

   This will open the Invoice Details page for that invoice.

   The Invoice Detail page displays the following information:

   • item - the item(s) that was purchased on this invoice
   • quantity - how many of that item was purchased
   • price - the price of the item purchased
   • discount - the amount of the discount applied, if applicable
   • tax - the tax applied to this item
   • shipping - the shipping fees for this item
   • net total - the actual total of this item
   • unpaid balance - shows the amount of the net total that is still owed
   • due - the amount of the next installment that is currently due
   • ship to - shows the ship to information for this item.

   Below the line items details is a listing of the overall total balance for this invoice, the amount that has already been applied in previous payments, and the remaining balance.

6. Click the Add to Cart button.

   This will open the Shopping Cart page that will allow you to begin the checkout process. Here you will see the total amount of the invoice when the item was purchased, the remaining balance of the invoice, and the actual total to apply to the overall balance for this payment.

7. Click the Check-Out button. This will open the Shopping Cart | Payment form to allow you to complete the payment.

   Notice the payment amount displayed is the amount of the next installment that is due.

8. Click the Continue button.

   This will open the Shopping Cart | Confirm your order page outlining the details of the order. Notice the Payment Information section shows the amount of the payment being applied and the new net-balance due after the new payment is applied.

9. Click the Submit Order button.

   The order will be completed and you will be presented with a receipt showing the amount of this payment and the updated net-balance.

More information

Installment Payments in COE

Installment Billing