Sagewood Billing Portal
PORTAL INTRODUCTION
Dashboard
This is the first thing you will see when logging in, known as the “Dashboard” portal section.
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From here you may quickly view invoices and make payments using the prominent tiles.
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The tiles will link to the same “Open Invoices” portal segment.
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Using the three bar menu, you may change your password, logout, or “change companies” if applicable.
Open Invoices
Click the “OPEN INVOICES” menu option:
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All currently open invoices in our system are listed here. Please let us know if items are missing!
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If needed, you may conveniently sort & filter with the three bar button.
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Select the items you wish to pay, and click “Pay Selected”.
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Clicking “MORE” on any invoice will display a details window:
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Please “VIEW” to see the specific line items in PDF format
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The PDF will open in a new browser tab
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(Encountering issues? Try using Google Chrome! Or temporarily allowing pop-ups)
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You may print/save the PDF as desired
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Click on “Comment” to send us an inquiry regarding a particular invoice
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To Process a payment:
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Select the checkbox of one (or multiple) invoice(s). Click “PAY SELECTED”
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A dialog will appear: please select a payment method on file, or add a new entry.
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Partial payment amounts can be entered in the top right corner!
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You have the option of splitting payments up with multiple payment methods.
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Advanced Payment Options:
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Selecting the “Schedule Payment” switch to “ON” offers the ability to pick a specific payment date, using the Date Picker.
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This is not an “auto-pay”, but rather a one-time payment for the future.
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Clicking “SUBMIT” will give you a chance to review your actions.
Clicking “CONFIRM” will yield a payment success or failure screen
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An email receipt will be sent to your login email address.
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You may send any additional receipts using the “Add Email Receipt” field.
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If the payment is scheduled for the future, the receipt will show the scheduled payment date.
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Invoice History
Click on the “Invoices” menu option:
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Click “MORE” on previously issued and archaic invoices
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You may again view specific details, or print & save the PDF
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The page numbers on the right, and search box can help narrow the results
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Payments
Click on the PAYMENTS menu option:
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View all currently pending, future scheduled (including AutoPay) or past historic payments
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AutoPay
Click on the AUTOPAY menu option:
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Click “NEW”, and expand to reveal the available options
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Configure your preferences in 5 steps, as per the example image below
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Note: You can have more than one “AutoPay” Rule/Condition at a time!
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With the below “less than $” example, “one-off” type invoices can also be paid automatically!
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1 – Select the payment method you want this rule to follow
2 – “On Due Date” will pay invoices matching the criteria on the date they are due (not created)
3 – Select “Contract” or “Amount”
4 – Pick the recurring service agreement you would like to be auto-paid
5 – Save your changes!
Service
Click on the “Service” menu option:
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Creating a new service ticket is easy as 1 2 3!
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You may also view historic tickets with the “Closed” filter.
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Mobile
Mobile device navigation:
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The top menu bar is replaced by the lower right button, but functions nearly the same.
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