Configuring the My Orders Balance Web Module

The My Order Balance web module is used to display the total order balance for a customer that is signed in to Personify e-Business. For site administrators, this web module provides customers with a reminder that an outstanding balance exists and provides an immediate payment option.

To configure the My Orders Balance web module:

1.    Log into your site as Host.

2.    Navigate to the appropriate page on your site where you want to add the My Orders Balance web module.

3.    From the Host toolbar, select the “Personify-MyOrderBalance” option from the Module drop-down.

4.    Click Add Module To Page.

5.    Move the web module to the appropriate place on the page, as shown below.
MyOrderBalanceMove.png

6.    From the web module menu, click Edit Module Options.
MyOrderBalanceEdit.png
The following page displays:
MyOrderBalanceSettings.png

7.    Configure the appropriate module settings as described below:

·            Payment Page - Drop-down. This setting allows you to determine where the Pay Now button directs the customer.

8.    Click Update.

Customer Impact

After setting up the My Order Balance module, it may appear, as below, to your customer.
MyOrderBalanceCustomerImpact.png