Bonterra Invoice Portal Guide

Bonterra is excited to offer a convenient way to make payments and manage invoices.

• Conveniently view and download your invoices.

• Make payments on your invoices using a Bank Account or Credit Card.

• Set up recurring Auto Payments.

• Schedule a Payment for a future date.

• View your Account history.

• Obtain our W9.

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Getting Started

Logging In

To access the Bonterra Invoice Portal:

1. Go to Bonterra Invoice Portal.

2. Enter your login credentials, click “Not enrolled? Sign up now” to be routed to the registration page or click “Pay as Guest” if you prefer not to register.

Navigating the Portal

The Bonterra Payment Portal is organized into several tabs to help you manage your account:

• Workboard: View an overview of your account and quick links to key actions

• Open Bills: Access, view, and manage all open invoices and download our Bank Letter and W9

• Closed Bills: View all invoices that have been paid

• Payment History: Review details of past transactions

• Administration: Manage your bank accounts, credit/debit cards, and contacts

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Invoice Management

Viewing Invoices

1. Go to the Open Bills tab

2. Select the invoice using the checkbox next to the Invoice Number

3. Click the Invoice dropdown and choose View Invoice to open it as a PDF.

Emailing Invoices

1. Select the invoice you want to email.

2. Click the Invoice dropdown and choose Correspondence to open the email form

3. Fill out the required fields (To, Cc, Subject, Body) and click Send

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Managing Account Statements

Viewing Account Statements

1. Navigate to the Open Bills tab

2. Click the Statements button to access the dropdown menu

3. Select Download Statement (screenshot below)

4. Check the confirmation page, click Yes to confirm and download the statement (screenshot below)

5. Open and review your account statement in PDF format

Here is an example statement:

Emailing Account Statements

1. From the Open Bills tab, click the Statement button and select Email Statement (screenshot below)

2. Fill out the email form, including the recipient’s address, subject, and message (screenshot below)

3. Click Send to deliver the statement

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Payment Workflows

ACH Payments

1. Navigate to the Open Bills tab and select the invoices you want to pay.

2. Click the Pay Selected Bills dropdown and choose Pay by ACH.

3. Select if you want to make payment with already Saved Bank Account or New Bank Account

   1. Click the Save Bank Account For Reuse to save the bank account for future use.

4. Click the Proceed button after choosing the required values.

5. Add or select your bank account details to complete the payment.

6. Add the bank Account details by filling in the mandatory fields marked with a red asterisk and other non-mandatory fields if desired.

7. Click the Submit button to proceed with the payment process

8. After the payment is successful, a confirmation page will show up

9. Click the Print Receipt or Email Receipt buttons to print or email the receipt for the payment or Close to close the window.

Credit/Debit Card Payments

1. Select Pay by Credit/Debit Card from the payment options following similar steps to the above except select Pay by Credit Card or Pay by Debit Card

Note: A credit card fee of up to 3% will be applied to credit card transactions. Cash (ACH) and debit card transactions are not subject to a surcharge.

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Setting Up AutoPay

1. Go to the Open Bills tab

2. Click the Enable/Disable Auto Pay button

Note: you must contact us to disable autopay!

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Managing Bank Accounts and Payment Methods

Managing Payment Methods

1. Go to the Administration tab and select Manage Bank Accounts, Credit Cards or Debit Cards.

2. Click Add and fill in the required fields (e.g., Bank Name, Account Number, Routing Number).

3. Click Delete to remove a payment method.

Managing Users and Contacts can also be done in the Administration tab

Reviewing Payment History

1. Navigate to the Payment History tab.

2. Click the View link under the Invoices Paid column to see transaction details.

3. Use the icons in the Receipt column to print or email receipts.

Note: this is also where you would Cancel scheduled payment if you had one scheduled.

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Need help?

If you have any questions or encounter issues, please visit our Bonterra Support Page and select “billing issue.”