Overview
This article covers how to configure invoice layout with Pay by Phone IVR code.
Service providers using an IVR system will also need to ensure the Org Payment Phone Number is present in the Organisation details section of the invoice layout.
Interactive Voice Response (IVR) is an automated telephony system that interacts with callers, gathers information and routes calls to the appropriate recipient. An IVR system (IVRS) accepts a combination of voice telephone input and touch-tone keypad selection. It is frequently used as an automated "pay by phone" solution.
Both the IVR code and the payment phone number must be saved in order to display the Pay By Phone section block in the How to Pay section of the invoice.
If payment over the phone is an acceptable payment method but an IVR is not in use, only the Org Payment Phone Number is needed.
Admin > My Invoice Template > Invoice Layouts > Miscellaneous Settings
This page will initially load in VIEW mode.
Click the Edit button to put the page into EDIT mode.
Enter your IVR's Biller Code into the text field.
Once you are happy with the changes and want to save the page, click the Save Misc Settings button.
