Account prerequisites:
- Client initiated payments configuration
- Match Payments user permission granted
Client initiated payments
Client initiated payments are an easy-to-implement way to allow clients to pay for their insurance in full. Clients can access the payment portal directly to pay their premium, which you can then match to the appropriate client within the Simfuni platform.
Reviewing, matching, and approving payments
The match payments page in the Partner Portal is a worklist to review and action incoming payments which require manual action.
Until a payment has been manually reviewed and approved, the payment will not be settled. Because of this, its important to promptly review and action the match payments worklist.
To match a client initiated payment:
1. Login to the partner portal and navigate to the 'Match payments' page.
2. Expand the payment section and approve the payment:
Approve is the only option that's enabled for match payments - this is because it isn't currently possible for clients to make a partial unsolicited payment, they must make the full premium payment.
3. Enter the remaining details about the policy, invoice and client, then save.
Once saved, you can easily access the invoice by navigating to the invoices page from the menu on the left. Alternatively, you can also locate the invoice from the client's page.