Invoice Payment on Account Site
VIDEO TRANSCRIPT | Recorded: 2024-08-12 | Verify against current system state
Abstract¶
Demonstration of the pay invoices functionality on account.amp.org. Shows how members view and pay unpaid invoices, including multiple invoice selection. Explains the planned enhancement to send payment links via email that bypass login requirements. Also covers order history and downloads sections.
Key Procedures¶
- Navigate to account.amp.org > My Orders and Receipts
- View unpaid invoices under Pay Invoices section
- Select one or multiple invoices to pay
- Enter credit card information and submit
- View paid invoices in Orders and Receipts History
- Access downloadable content in Downloads section
- Print or email invoice receipts
Notable Statements¶
- 0:00:16 "When you log in to your account and go to account.amp.org, under my orders and receipts, you're going to see a section called pay invoices"
- 0:00:42 "If I am a company contact, a primary contact or otherwise, I would be able to see these invoices as well for the company record"
- 0:01:21 "I could actually click multiple ones if I wanted and then pay the invoices all at once"
- 0:01:36 "Behind the scenes, it actually processes my card three times and pays the amount for each invoice"
- 0:02:01 "We want to be able to send out a link... where the link in the email just takes them directly to this screen... without having to log in"
ACTIONABLE - 0:02:21 "We know there's some security risks around that"
- 0:02:31 "There's really not a lot of identifying information on there. It just gives you some very basic information"
- 0:03:05 "This is handy in a few situations, especially accreditation where they get multiple invoices quite often"
- 0:03:57 "If you have expired downloads, we're not even going to show it because there's nothing for them to do"
- 0:04:32 "A lot of times people come here so they can send it to their finance team to get reimbursed"
Systems & Configurations¶
Systems Mentioned¶
- Aptify eBusiness (account.amp.org)
- Stripe (referenced as example for email link feature)
My Orders and Receipts Sections¶
| Section | Purpose |
|---|---|
| Pay Invoices | View and pay unpaid invoices |
| Downloads | Access active downloadable content |
| Order History | View past orders and receipts |
Invoice Features¶
| Feature | Capability |
|---|---|
| Multi-select | Pay multiple invoices at once |
| Company invoices | Primary contacts see company invoices |
| Print invoice for records | |
| Send to any email (for reimbursement) |
Planned Enhancement¶
| Feature | Details |
|---|---|
| Email payment link | Direct link to pay without login |
| Security | Minimal identifying information displayed |
| Inspiration | Stripe invoice email example |
Invoice Use Cases¶
| Scenario | Description |
|---|---|
| Fellows | Create invoice for member to pay |
| Accreditation | Multiple invoices common |
| NP Org membership | Company contact pays |
Credentials/Access Mentioned¶
- account.amp.org login
- Company contact/primary contact role
Vendor Contacts Mentioned¶
- Yelda Veeve (recipient of this recording)
Errors & Troubleshooting¶
No errors documented - this is a feature demonstration.
Transcript Gaps & Quality Notes¶
- Brief demonstration recording (5 minutes)
- Recorded for Yelda Veeve
- Shows current eBusiness functionality
- Discusses planned email link feature
- Security considerations mentioned but not detailed