How to Use ConnectBooster for Payments – Portal Introduction Guide
Framework IT uses ConnectBooster for viewing and paying invoices. The how-to below will walk through the dashboard and give an overview of how to get the most out of the information available.
1. Dashboard
This is the first thing you will see when logging in, known as the “Dashboard” portal section.
- From here you may quickly view invoices and make payments using the prominent tiles.
- Using the three-bar menu, you may change your password, logout, or “change companies” if applicable.
2. Open Invoices
Click the “OPEN INVOICES” menu option:
- All currently open invoices in our system are listed here. Please let us know if items are missing!
- Select the items you wish to pay and click “Pay Selected”.
Note: This screen only displays the first five invoices in descending order from the due date, to expand the view to 10 or 20 items per page you can select the down arrow at the bottom right-hand corner of the tile underneath the “More” column or select the right arrow to view additional invoices on the next page
Clicking “MORE” on any invoice will display a details window:
- Please “VIEW” to see the specific line items in PDF format
- The PDF will open in a new browser tab (Encountering issues? Try using Google Chrome! Or temporarily allowing pop-ups)
- You may print/save the PDF as desired
- Click on “Comment” to send us an inquiry regarding a particular invoice
3. Payment Processing
- Select the checkbox of one (or multiple) invoice(s). Click “PAY SELECTED”
- A dialog box will appear: Please select a payment method on file, or add a new entry.
- Partial payment amounts can be entered in the box titled “Amount.”
- You have the option of splitting payments up with multiple payment methods.
- A dialog box will appear: Please select a payment method on file, or add a new entry.
4. Advanced Payment Options
- Selecting the “Schedule Payment” switch to “ON” offers the ability to pick a specific payment date, using the Date Picker.
- This is not an “AutoPay,” but rather a one-time payment for the future.
Clicking “NEXT” will give you a chance to review your actions.
Clicking “CONFIRM” will yield a payment success or failure screen
- An email receipt will be sent to your login email address.
- You may send any additional receipts using + field.
- If the payment is scheduled for the future, the receipt will show the scheduled payment date.
5. Invoice History
Click on the “Invoices” menu option:
- Click “MORE” on previously issued and archaic invoices
- You may again view specific details, or print & save the PDF
- The search box can help narrow the results.
6. Payments
Click on the PAYMENTS menu option:
- View all currently pending, future scheduled (including AutoPay), or past historic payments
7. AutoPay
Click on the AUTOPAY menu option:
- Click “NEW”, and expand to reveal the available options
- Configure your preferences in 5 steps, as per the example image below
- Note: You can have more than one “AutoPay” Rule/Condition at a time!
- With the below “less than $” example, “one-off” type invoices can also be paid automatically!
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 – AutoPay Type Select “Contract”, “Term”, or “Amount”
4 – Pick the recurring service agreement, term, or amount you would like to be auto-paid
5 – Save your changes!
6 – Framework IT recommends AutoPay Type “Term” and “Net 30” to ensure all agreements are set up for autopay and guarantees you will not incur any fees.
8. Mobile
Mobile device navigation:
- The top menu bar is replaced by the lower right button but functions nearly the same.
