KaviŽ Billing Help

Chapter 21. Complete a Payment


Use the Complete a Payment tool to complete the payment process for a bill that is new or pending payment, and mark the bill as paid. You can even enter credit card information on behalf of the account. If a bill is paid by the user via check or another manual method, you must use the this form to mark receipt of the final payment and then mark the bill as paid.

Kavi Membership may be waiting for this bill to be paid before granting membership, so if you've received payment in full, be sure to mark the bill as paid. Certain information may be requested for a specific Payment Method, such as a check number if the bill was paid by a check. You can enter that information here.

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How to Complete a Payment

Bill Search and Select

Set search criteria to find a bill, or set of bills. The search retrieves bills that meet all your criteria. If you don't see the bill you want, click the Back button and set more general criteria.


Bill ID

This is the unique Bill ID issued at the time of bill creation. This is the quickest way to retrieve a bill.


Select the name of the user or company whose billing account you want to access.

Bill Name

Enter the partial or full name of the bill you want to access. To reduce the number of potential matches, restrict the search by setting the other search fields. To increase the number of potential matches, expand the search by entering partial values for bill name, or leave the other search fields set to the default value.


Select the state of the bills you want to see (i.e. 'Paid', 'Unpaid' or 'Canceled').

Payment Method

Use the Payment Method option only when retrieving bills that are paid. If this option is set, your search won't retrieve any unpaid bills.

Enter Payment Information

The information for the selected bill is displayed. Select the Payment Method in the Payment Details section. If the payment method selected for this bill includes a surcharge, the surcharge amount is displayed.

In the Additional Information section, the bill's issue date is displayed, and you'll see a link to view and print the invoice.

Review and Submit

The payment information you entered is displayed for your verification. Depending on which Payment Method you've selected, you may be asked to provide an invoice number or check number. Be sure to enter this information to help track this bill.

You may enter an Activity Note, especially if there is anything out of the ordinary about this payment process that you want to record for future reference. Activity Notes are saved in this bill's Activity History and can only be seen by administrators.

Send Email

If you wish to enable any of the email scheduled for this action, click Send this Email. The selected email is displayed so you may add or edit the message, add or subtract from the listed recipients, etc.


The payment now shows in all tools where this bill and Billing Account can be viewed, and in the receipt. If you opted to send email, it has already been sent to the mail queue.

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