Fourth Accounts Receivable Portal

Fourth's Accounts Receivable Portal is a comprehensive tool used by Fourth customers to manage their accounts. It provides access to and management of account balances, invoices, transaction history, and payment options. Users can manage payment methods, enroll in autopay, and make payments on invoices, ensuring a streamlined and efficient account management experience.

Logging In and Password Reset

• Log in to the Account Portal via https://myaccount.fourth.com, using your Email Address and Password

Fig.1 - Login page, 'Forgot password?' link

To reset your password, either:

• Use the Forgot password? on the login page
  or
• Once logged in, go to Settings > Update Your Password and follow the onscreen instructions

Fig.2 - Settings > Update Your Password

Account Overview

The Overview page is the homepage for your account.

It displays a list of 'Recent Invoices' and also shows 'Profile', 'Shipping', and default 'Payment' details.

• On the left-hand side, you can navigate to three areas of the site via the Billing, Settings, and Cases tabs to manage your account

Fig.3 - 'Overview' page - Recent Invoices, Profile, Shipping, Payment Details, 'Billing', 'Settings', 'Cases' sections

'Billing' Tab

This is where you can view your account balance, invoices, transactions, and download and print statements.

Expand the Billing tab to reveal the following options:

• Account Balance - is there a description we can put here? 'your account balance' is probably a bit vague
• Invoices - view open and paid invoices, search by date range, order by 'close date', make payments, review information on invoices, and download copies if needed - see Fig.5 and Fig.6
• Transaction History - view and investigate the transactions on your accounts, such as payments, invoices, and credit memos - see Fig.7
• Print a Statement - download statements for printing or have them emailed to yourself - see Fig.8

Fig.4 - 'Billing' tab expanded

Fig.5 - Invoices page, search filters, selecting an invoice

Fig.6 - Payment/download options when viewing an invoice

Fig.7 - Transaction History, search filters, selecting a transaction

Fig.8 - Print a Statement options, download or email

'Settings' Tab

The Settings tab allows you to manage credit card, ACH, and autopay enrollment as well as review your account profile information and addresses.

• Profile Information - can we have a description for this?
• Address Book - can we have a description for this?
• Credit Cards - add and manage credit/debit cards for payment, as well as select a default credit card
• ACH Payments - a lot like the 'Credit Cards' area, add and manage ACH details
• AutoPay Enrollment - select a payment method and enroll in autopay so that there isn’t a need to come in and manually pay invoices

Fig.9 - 'Settings' tab expanded

Fig.10 - Existing credit cards, 'Add Card' option

Fig.11 - Adding a new ACH

Fig.12 - AutoPay Enrollment

Making a Payment

Once selecting Make a Payment on an invoice or a group of invoices, (how is a group of invoices selected?) you get loaded in the checkout cart/ Make a payment Screen.

• Go to Billing > Invoices and select an invoice
• Select Make a Payment (see Fig.6)
• If available, select any outstanding credit memos
• Choose between a saved Credit/Debit card or an available ACH account
  • You can also add additional payment methods on this screen if needed
• When ready, select Submit

Fig.13 - Print a Statement options, download or email

Once a payment is successful, a payment screen will be displayed where you can download your payment receipt, view the invoice(s) paid or navigate elsewhere in the site.