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Step 1: Visit the Bonterra Support page.Step 2: Select Billing Issue.Step 3: Complete the support form with your details, describe the issue, and submit it for the Billing Team to address.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I contact Bonterra about a billing issue? | Who do I contact for invoice problems? | How do I report a billing error? | Where do I get support for the invoice portal? | Why isn't my invoice portal working? | How do I submit a support ticket for billing? | Who do I contact if I was overcharged?

Step 1: Navigate to the Payment History tab.Step 2: Click the View link under the Invoices Paid column to see transaction details.Step 3: Use the icons under the Receipt column to print or email a receipt.Note: If you have a scheduled payment, this is also where you'd cancel it.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I view my payment history? | How do I see past payments I've made? | Where do I find my transaction history? | How do I get a receipt for a past payment? | How do I email a receipt for a past payment? | Where do I cancel a scheduled payment? | How do I check if my payment went through?

Step 1: Go to the Administration tab and select Manage Bank Accounts, Credit Cards, or Debit Cards.Step 2: Click Add and fill in the required fields (for example, Bank Name, Account Number, Routing Number).Step 3: Click Delete next to a saved method to remove it.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I add a bank account to my account? | How do I add a credit card for payments? | How do I delete a saved payment method? | How do I update my bank account information? | Where do I manage my saved cards? | How do I remove an old credit card? | How do I change my payment method?

Add a User to Your Invoice Portal AccountAdd teammates so more than one person can manage billing for your organization.Step 1: Go to the Administration tab and select Manage Users from the left menu.Step 2: Click Add User/Contact.Step 3: Fill out the required fields, then click Submit.Note: Each user should register their own individual login rather than sharing credentials — this keeps billing management secure and collaborative.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I add a user to my invoice portal account? | How do I give my finance team access to billing? | How do I add a contact to manage invoices? | Can multiple people access the same billing account? | How do I create a login for a coworker? | How do I add another admin to the portal? | Why can't my teammate access the invoice portal?

Download Your W-9 or Bank LetterStep 1: Navigate to the Open Bills tab.Step 2: Locate the W-9 and Bank Letter download option.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I download Bonterra's W-9? | Where do I find the Bank Letter? | How do I get a copy of Bonterra's W9 form? | Why do I need a Bank Letter? | Where can I get proof of Bonterra's bank details? | How do I request a W-9 for tax purposes? | How do I download the bank letter for my records?

Download Your Account StatementStep 1: Navigate to the Open Bills tab.Step 2: Click the Statements button to open the dropdown menu.Step 3: Select Download Statement.Step 4: On the confirmation page, click Yes to confirm and download.Step 5: Open and review your statement — it downloads as a PDF.Note: You'll also receive an account statement automatically by email every month, so you don't have to remember to download one manually.Prefer to email it instead? From the Open Bills tab, click Statements and select Email Statement. Fill out the recipient's address, subject, and message. Click Send. What else do you need help with?Navigate back to the Bonterra Invoice Portal Index.

Scheduling a payment:Step 1: Open the invoice/account you want to pay on the customer or internal AR viewStep 2: Go to Open Bills / Make PaymentStep 3: Select the invoice(s) to payStep 4: Choose payment method (ACH, card, etc.)Step 5: Instead of "Pay Now," look for "Schedule Payment" — pick the future dateStep 6: Confirm/submit — it'll show under Payment History as "Scheduled" until it processesCancelling a scheduled payment:Step 1: Navigate to the Payment History tab.Step 2: Locate the scheduled payment and use the cancel option there.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I schedule a future payment? | How do I cancel a scheduled payment? | Can I pay my invoice on a future date? | Where do I cancel a payment I scheduled? | Why is my scheduled payment still showing? | How do I change the date of a payment? | How do I stop a payment I already scheduled?

AutoPay makes sure your invoices are paid automatically so you never miss a due date.Before you start: You need at least one saved payment method. See How do I manage my saved bank accounts and cards? if you haven't added one yet.Step 1: Navigate to the Open Bills tab.Step 2: Click the Enable/Disable Auto Pay button.Note: You must contact Bonterra to disable AutoPay once it's turned on — it can't be turned off from within the portal.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I set up AutoPay for my invoice? | How do I turn on automatic payments? | How do I stop AutoPay? | Why can't I disable AutoPay myself? | How do I cancel automatic billing? | Do I need a saved payment method for AutoPay? | How do I make sure I never miss an invoice payment?

Step 1: Navigate to the Open Bills tab and select the invoices you want to pay.Step 2: Click Pay Selected Bills and choose Pay by Credit Card or Pay by Debit Card.Step 3: Follow the same flow as an ACH payment — choose or add a payment method, click Proceed, fill in required fields, and click Submit.Step 4: On the confirmation page, click Print Receipt or Email Receipt, or Close.Note: A credit card fee of up to 2.9% applies to credit card transactions. Debit card and ACH (bank account) payments are not subject to a surcharge.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I pay my invoice with a credit card? | How do I pay my invoice with a debit card? | Is there a fee for paying by credit card? | Why was I charged an extra fee on my payment? | Does debit card payment have a surcharge? | How do I get a receipt for my card payment? | Can I pay my Bonterra invoice with a credit card?

ACH is a free way to pay directly from your bank account — no card fees apply.Step 1: Navigate to the Open Bills tab and select the invoices you want to pay.Step 2: Click Pay Selected Bills and choose Pay by ACH.Step 3: Choose a Saved Bank Account or add a New Bank Account. Check Save Bank Account For Reuse if you'd like to use this account again later, including for AutoPay. Step 4: Click Proceed.Step 5: Add or select your bank account details. Fields marked with a red asterisk are required.Step 6: Click Submit to process the payment.Step 7: Once payment succeeds, a confirmation page appears. Click Print Receipt or Email Receipt, or click Close to exit.Note: ACH payments are free — there's no surcharge, unlike credit card payments.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index.How do I pay my invoice by ACH? | How do I pay my bill using my bank account? | Is there a fee to pay by ACH? | How do I save my bank account for future payments? | How do I p

Step 1: Navigate to the Open Bills tab. Step 2: View an invoice Select the invoice using the checkbox next to the Invoice Number. Click the Invoice dropdown and choose View Invoice to open it as a PDF. Step 3: Email an invoice instead Select the invoice you want to send. Click the Invoice dropdown and choose Correspondence to open the email form. Fill out the required fields (To, Cc, Subject, Body) and click Send. What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I view my invoice? | How do I download my invoice as a PDF? | Where do I find my open invoices? | How do I email an invoice to someone? | Why can't I find my invoice? | How do I see my paid invoices? | How do I print my invoice?

You'll need to register once before you can pay or manage invoices online. If you'd rather not create an account, you can still pay as a guest.Step 1: Go to the portal Navigate to the Bonterra Invoice Portal.Step 2: Sign in, register, or pay as a guest Returning user: Enter your Bonterra Invoice Portal login credentials. New user: Click "Not enrolled? Sign up now" and register using your Bonterra Invoice Number and Customer Number — both found in the top right of any invoice. Prefer not to register: Click "Pay as Guest." Need help finding you invoice number? If there has been turnover at your organization, you can request access by contacting us. Let us know who should be updated as the billing contact and we'll help get you into the portal. Note: Each person who needs access should register their own individual login. Multiple users can work under the same account, giving your finance team a collaborative way to manage billing.What else do you need help with?Navigate back to

Feature Overview: Bonterra Invoice PortalManaging your Bonterra invoice used to mean waiting for an email, hunting for a PDF, and manually tracking what was paid. The Bonterra Invoice Portal changes that — it's a self-serve billing hub where you can view, pay, and manage your account on your own schedule, with no back-and-forth required.With the Invoice Portal, you can: View and download all your open and paid invoices in one place Pay by ACH (free) or credit/debit card Set up AutoPay so you never miss a due date Schedule a payment for a future date — and cancel it if plans change Download your W-9 and Bank Letter anytime Receive a monthly account statement automatically Add your finance team so multiple people can manage billing together Feature AvailabilityThe Invoice Portal is available to any Bonterra customer who receives an invoice. There's no special plan or permission level required to use it.To access the portal: Direct URL: bonterra.highradius.com First-time setup

Step 1: Visit the Bonterra Support page.Step 2: Select Billing Issue.Step 3: Complete the support form with your details, describe the issue, and submit it for the Billing Team to address.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I contact Bonterra about a billing issue? | Who do I contact for invoice problems? | How do I report a billing error? | Where do I get support for the invoice portal? | Why isn't my invoice portal working? | How do I submit a support ticket for billing? | Who do I contact if I was overcharged?

Step 1: Navigate to the Payment History tab.Step 2: Click the View link under the Invoices Paid column to see transaction details.Step 3: Use the icons under the Receipt column to print or email a receipt.Note: If you have a scheduled payment, this is also where you'd cancel it.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I view my payment history? | How do I see past payments I've made? | Where do I find my transaction history? | How do I get a receipt for a past payment? | How do I email a receipt for a past payment? | Where do I cancel a scheduled payment? | How do I check if my payment went through?

Step 1: Go to the Administration tab and select Manage Bank Accounts, Credit Cards, or Debit Cards.Step 2: Click Add and fill in the required fields (for example, Bank Name, Account Number, Routing Number).Step 3: Click Delete next to a saved method to remove it.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I add a bank account to my account? | How do I add a credit card for payments? | How do I delete a saved payment method? | How do I update my bank account information? | Where do I manage my saved cards? | How do I remove an old credit card? | How do I change my payment method?

Add a User to Your Invoice Portal AccountAdd teammates so more than one person can manage billing for your organization.Step 1: Go to the Administration tab and select Manage Users from the left menu.Step 2: Click Add User/Contact.Step 3: Fill out the required fields, then click Submit.Note: Each user should register their own individual login rather than sharing credentials — this keeps billing management secure and collaborative.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I add a user to my invoice portal account? | How do I give my finance team access to billing? | How do I add a contact to manage invoices? | Can multiple people access the same billing account? | How do I create a login for a coworker? | How do I add another admin to the portal? | Why can't my teammate access the invoice portal?

Download Your W-9 or Bank LetterStep 1: Navigate to the Open Bills tab.Step 2: Locate the W-9 and Bank Letter download option.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I download Bonterra's W-9? | Where do I find the Bank Letter? | How do I get a copy of Bonterra's W9 form? | Why do I need a Bank Letter? | Where can I get proof of Bonterra's bank details? | How do I request a W-9 for tax purposes? | How do I download the bank letter for my records?

Download Your Account StatementStep 1: Navigate to the Open Bills tab.Step 2: Click the Statements button to open the dropdown menu.Step 3: Select Download Statement.Step 4: On the confirmation page, click Yes to confirm and download.Step 5: Open and review your statement — it downloads as a PDF.Note: You'll also receive an account statement automatically by email every month, so you don't have to remember to download one manually.Prefer to email it instead? From the Open Bills tab, click Statements and select Email Statement. Fill out the recipient's address, subject, and message. Click Send. What else do you need help with?Navigate back to the Bonterra Invoice Portal Index.

Scheduling a payment:Step 1: Open the invoice/account you want to pay on the customer or internal AR viewStep 2: Go to Open Bills / Make PaymentStep 3: Select the invoice(s) to payStep 4: Choose payment method (ACH, card, etc.)Step 5: Instead of "Pay Now," look for "Schedule Payment" — pick the future dateStep 6: Confirm/submit — it'll show under Payment History as "Scheduled" until it processesCancelling a scheduled payment:Step 1: Navigate to the Payment History tab.Step 2: Locate the scheduled payment and use the cancel option there.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I schedule a future payment? | How do I cancel a scheduled payment? | Can I pay my invoice on a future date? | Where do I cancel a payment I scheduled? | Why is my scheduled payment still showing? | How do I change the date of a payment? | How do I stop a payment I already scheduled?

AutoPay makes sure your invoices are paid automatically so you never miss a due date.Before you start: You need at least one saved payment method. See How do I manage my saved bank accounts and cards? if you haven't added one yet.Step 1: Navigate to the Open Bills tab.Step 2: Click the Enable/Disable Auto Pay button.Note: You must contact Bonterra to disable AutoPay once it's turned on — it can't be turned off from within the portal.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I set up AutoPay for my invoice? | How do I turn on automatic payments? | How do I stop AutoPay? | Why can't I disable AutoPay myself? | How do I cancel automatic billing? | Do I need a saved payment method for AutoPay? | How do I make sure I never miss an invoice payment?

Step 1: Navigate to the Open Bills tab and select the invoices you want to pay.Step 2: Click Pay Selected Bills and choose Pay by Credit Card or Pay by Debit Card.Step 3: Follow the same flow as an ACH payment — choose or add a payment method, click Proceed, fill in required fields, and click Submit.Step 4: On the confirmation page, click Print Receipt or Email Receipt, or Close.Note: A credit card fee of up to 2.9% applies to credit card transactions. Debit card and ACH (bank account) payments are not subject to a surcharge.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I pay my invoice with a credit card? | How do I pay my invoice with a debit card? | Is there a fee for paying by credit card? | Why was I charged an extra fee on my payment? | Does debit card payment have a surcharge? | How do I get a receipt for my card payment? | Can I pay my Bonterra invoice with a credit card?

ACH is a free way to pay directly from your bank account — no card fees apply.Step 1: Navigate to the Open Bills tab and select the invoices you want to pay.Step 2: Click Pay Selected Bills and choose Pay by ACH.Step 3: Choose a Saved Bank Account or add a New Bank Account. Check Save Bank Account For Reuse if you'd like to use this account again later, including for AutoPay. Step 4: Click Proceed.Step 5: Add or select your bank account details. Fields marked with a red asterisk are required.Step 6: Click Submit to process the payment.Step 7: Once payment succeeds, a confirmation page appears. Click Print Receipt or Email Receipt, or click Close to exit.Note: ACH payments are free — there's no surcharge, unlike credit card payments.What else do you need help with?Navigate back to the Bonterra Invoice Portal Index.How do I pay my invoice by ACH? | How do I pay my bill using my bank account? | Is there a fee to pay by ACH? | How do I save my bank account for future payments? | How do I p

Step 1: Navigate to the Open Bills tab. Step 2: View an invoice Select the invoice using the checkbox next to the Invoice Number. Click the Invoice dropdown and choose View Invoice to open it as a PDF. Step 3: Email an invoice instead Select the invoice you want to send. Click the Invoice dropdown and choose Correspondence to open the email form. Fill out the required fields (To, Cc, Subject, Body) and click Send. What else do you need help with?Navigate back to the Bonterra Invoice Portal Index. How do I view my invoice? | How do I download my invoice as a PDF? | Where do I find my open invoices? | How do I email an invoice to someone? | Why can't I find my invoice? | How do I see my paid invoices? | How do I print my invoice?

You'll need to register once before you can pay or manage invoices online. If you'd rather not create an account, you can still pay as a guest.Step 1: Go to the portal Navigate to the Bonterra Invoice Portal.Step 2: Sign in, register, or pay as a guest Returning user: Enter your Bonterra Invoice Portal login credentials. New user: Click "Not enrolled? Sign up now" and register using your Bonterra Invoice Number and Customer Number — both found in the top right of any invoice. Prefer not to register: Click "Pay as Guest." Need help finding you invoice number? If there has been turnover at your organization, you can request access by contacting us. Let us know who should be updated as the billing contact and we'll help get you into the portal. Note: Each person who needs access should register their own individual login. Multiple users can work under the same account, giving your finance team a collaborative way to manage billing.What else do you need help with?Navigate back to