CMS Widget - Invoice Payments
The CMS Widget - Invoice Payments  is used to collect online payments by credit card, eCheck, or Stored Payment Type. On successful submission, the widget processes the payment through the configured Payment Processor, creates an AR Receipt, allocates the receipt to invoices, optionally creates and posts a convenience fee invoice, sends a thank-you email, and redirects to a thank-you page.

Allow Remember Payment enables the “remember payment” option for supported payment widgets (CMS Widget - Credit Card, CMS Widget - eCheck, and CMS Widget - Stored Payment). When enabled and the user selects “remember,” the Stored Payment Info is saved after a successful payment. Note: Stored Payment Info saving is suppressed when Test Mode is enabled.

Amount Label sets the label for the amount field. If blank, defaults to Amount.

Change Invoice Term Location enables a “Change Payment Plan” option for invoices that meet the eligibility criteria.

Invoice Filter applies an optional DAT Filter to invoice selection when retrieving unpaid invoices and calculating balances. 

Invoices Based On determines whether balances and invoices are retrieved for the current household or the selected student.

Ledger selects the ledger used for invoice and statement queries. Note: If not set, the ledger defaults to Ledger Id 1. Payment Configurations are validated to ensure they belong to the selected ledger.

Payment Configuration Credit Card selects the Auto-Pay Configuration (Finance) used for credit card payments.

Payment Configuration Echeck selects the Auto-Pay Configuration (Finance) used for eCheck payments.

Payment Term Change Attribute identifies the attribute list used to determine which invoices are eligible to show the “Change Payment Plan” option when Change Invoice Term Location is set.

Posted Invoices Only restricts invoice and balance calculations to posted invoices.

Processing Fee Label sets the label for the processing fee section. If blank, it defaults to Processing Fee.

Receipt Invoice Number specifies the descriptor passed to the payment gateway. If not set, it defaults to Online Payment.

Thank You Page Location specifies the page users are redirected to after a successful payment. 

Show Amount Due Read Only determines whether the statement amount is displayed as read-only text instead of an editable amount field. When enabled, the amount field is hidden and the calculated amount due is shown as a label.

Show Amount controls how “as-of” logic is applied when calculating amounts due and default per-invoice payment amounts.
Options:
• Due As Of Day Of Month
• Show All Invoices

Show Amount Due As Of Day specifies the day of month used when Show Amount is set to Due As Of Day Of Month. Note: The widget computes an “as-of date” using the current date and the provided day-of-month; if the computed date is earlier than today, it advances to the next month. If no day is provided, the widget displays all open invoices.

Show Invoice Distribution determines the payment entry mode.
• When enabled, the unpaid invoice grid is shown and users can enter per-invoice payment amounts.
• When disabled, a single amount entry field is shown.

Test Mode determines whether the Payment Processor call runs in test mode. Note: When enabled, saving a remembered payment profile is not performed.

Thank You Email specifies the email template used after a successful payment. Note: The thank-you email is created in the Finance > AR > Receipts > Email screen.

Total Amount Label sets the label for the total amount section. If blank, it defaults to Total Amount.

Behavior on Submit
When the user clicks Submit, the widget:
• Determines the receipt amount from either the invoice distribution grid (sum of per-invoice entries) or the single amount (editable amount or read-only label).
• Ensures a payment method is selected (Credit Card, eCheck, or Stored Payment) and validates the selected method.
• Calculates the convenience fee using the selected payment method and computes the final charge amount.
• Creates a deposit (based on the selected Auto-Pay Configuration (Finance)), inserts an AR Receipt, and records A/R credit entries.
• Allocates the receipt to invoices:
  – If invoice distribution is enabled, allocations follow the per-invoice amounts entered by the user.
  – If paying a single amount, allocations are automated in three passes: overdue amounts first, then next-due amounts, then remaining balances (until the payment amount is fully allocated).
• If convenience fee settings are configured and the fee is greater than zero, it creates a convenience fee invoice and optionally auto-posts it.
• If “remember payment” is enabled and selected, it saves the Stored Payment Info after success (not performed in test mode).
• Sends the Thank You Email to the logged-in user and redirects to the Thank You Page Location.

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