Overview of online payment functionality

Patterson's new SAP system will provide a greater range of functionality for on-line payment process. It can be accessed by signing into your Patterson web account. Selecting "Make a Payment" on the menu will bring up your Open Items listing. From there, you can:

Make payments

Create/ review disputes

Maintain payment cards to be used on your account

Check the status of items related to your account with Patterson

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1. Make a Payment

(1) To make a payment, click .

A List of Open Bills appears in section 1. You can pay for all invoices on the list or just select ones; you also have the ability make full or partial payment to any invoice and you can choose to pay any amount.

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Select your payment option by clicking on radio buttons in 2.1 section. For example, if you choose option “Pay Full Balance Due”, all invoices in your List of Open Bills will be checked for payment (3)

(4) If you change your mind and decide to pay only two invoices, click

. This will uncheck all invoices on your List of Open Bills so you can make a new

selection.

Select individual invoice(s) you wish to pay by clicking on the check box to the left of the Bill

Description, as show in (6).

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Note that the Open Balance on the account is always displayed; if you want to pay a different amount than Open Balance, you can update Payment Amount for each item you select to pay. To make a payment on an item for less than the full amount due, the default payment amount field can be overwritten with the desired payment amount (8).

Enter the amount you want to pay (9).

Note that the Total amount to be paid will be displayed as the amount selected for payment AFTER the radio button Pay Open Bills Selected is checked (11).

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Next, select payment method from the drop down menu featuring existing credit cards on file (12).

.

The appropriate payment card can now be selected either by adding a new payment card (13).

Select the desired payment card type from the drop down menu (14).

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Enter in the 16 digit card number (15).

Enter in the card expiration date (16).

Enter in a nickname or description for the card (17).

Note that there is an option to only use the card for the single transaction by selecting that check box. Otherwise, the tokenized card data will be stored on the customer's account and be available as a payment method for future transactions (see 12).

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Click to proceed (20).

If you wish to initiate a dispute on the item that was short paid, check box, as shown in (21) If no dispute is desired, click on Pay button to authorize the payment.

For the dispute case, first the reason for the dispute is selected from a drop down menu (22).

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Populate the Reference field with the invoice number referenced in the bill description field.

A free form text box allows for a longer description of the issue (24).

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The user can upload related documentation files to be attached to the dispute case such as correspondence, pictures, or other media (25).

Files can be selected by browsing to local directories (26).

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Select the desired file by double clicking on it (27).

Click (28).

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Click to complete the file attachment (29).

When ready to authorize the payment, click (30).

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Note the confirmation at the top in green font, indicating the payment has been initiated. You can click on any of the

tabs above or click to return to the listing of Open Items (32).

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There are a number of tabs that can be selected for various information regarding your account.

2. Interactive Display of Paid Bills

Click the tab, as shown in (34).

Select the Status as “In Process” (35).

Select a Period (36).

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Fill in the Day field (37).

Click (38).

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3. Find Your Payment History Click the tab (39).

Select the Status as “ Processed” (40).

Click (41).

If you would like to export the list, click .to get a CSV file (42).

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When prompted, click Open. You can also press Alt+O (43). This will open CSV file.

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4. Display Open Items

To find open items on your account, click the tab (44).

5. Display Your Dispute cases

To display your disputes, click tab (45)

Select Case ID to view a specific case (46).

After you are done reviewing the case, click (47).

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6. Make Changes to Your Address To open fields to update your address data, click the tab (48).

Click as shown below in (49) to send an email with address changes.

Notice that the field is cleared (50).

7. Make Changes to Your Bank data To update your Bank data, click the tab (51).

8. Make Changes to Your Credit Cards To make changes to your chedit cards on file, click the tab (52).

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9. Review Your Open Bills List

Click the tab (53).

Select the radio button , as shown below (54).

Notice that Amount field is cleared (55).

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Select your payment method (56).

When you are ready to proceed, click button (58).

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