In the R365 Billing Portal, you can view invoices (both open and closed), download copies of documents, pay invoices with single or multiple payments, and much more. Read on for details, or click a question to jump to the answer.
Contents
- How can I access the R365 Billing Portal?
- How can I reset my password?
- How can I establish an R365 Billing Portal account?
- How can I view a specific invoice?
- Which payment method options can I use to pay my invoices?
- How do I add a new payment method?
- How can I set up recurring payments?
- How can I pay an open invoice?
- How can I apply a credit memo to a future payment?
- How can I change my billing contact info?
- How can I access a different company account?
How can I access the R365 Billing Portal?
You can log in to the R365 Billing Portal here. Log in with the email address at which you received your password reset email from TPro3 Admin (admin@tpro3.com), called "Restaurant 365 Portal Password Reset":
How can I reset my password?
If you don't remember your password or didn't set one up, you can trigger the email above by clicking Forgot Password? on the login page:
Simply click the Reset Password Link option in the email and follow the page prompts to establish your new password.
If you trigger the password reset email and fail to receive it, email billing [at] restaurant365 [dot] com with the subject line "Failed Password Reset." Be sure to specify the email address you're attempting to reset the password for.
If you simply want to change your existing password, log in with your current credentials and locate the My Account option in the left-hand menu. Click the inverted caret and select the Update Password option:
How can I establish an R365 Billing Portal Account?
If you try to retrieve your password using an email address that isn't in our system, you'll receive an error message:
To add an email address to our system, email billing [at] restaurant365 [dot] com with the subject line "Portal Access Request." Be sure to specify the email address you would like us to add.
How can I view a specific invoice?
Invoices are divided between two folders. Look for the Open Invoices and Paid Invoices options on the left:
To access a folder, click the inverted caret on the right and then select the newly-exposed line item:
Invoices load in a grid with the following columns:
- Invoice (unique ID number)
- Invoice Date
- Paid On (date)
- Total Entered
- Description
- Customer Name
You can sort the grid by any value simply by clicking the column header:
The results display in descending order. Click the column again to reverse the results to ascending order.
If you need to find a specific invoice, pagination indicators at the bottom right allow you to scroll through multiple pages of invoices, or jump directly to a specific page number:
You can also use the search bar in the top right to search by data in any of the columns listed above:
Matching results appear automatically as you type.
To view a specific invoice, click the eye icon:
If you do so on a paid invoice, new rows appear displaying the following properties:
- Method
- Paid On (date)
- Payment Amount
- Description
- Paid By (user ID)
To download a printable PDF file copy of the invoice, click the download icon:
If the icon is missing and you'd like a downloadable copy, email billing [at] restaurant365 [dot] com with the subject line "Invoice Request." Be sure to include the invoice ID number.
Which payment method options can I use to pay my invoices?
You can pay using one or more credit cards, or by ACH (automatic draft from your checking account). For either one of these payment methods, you can pay monthly as you go, or through recurring billing. If you have a credit memo you would like to apply to an upcoming payment, please see "How can I apply a credit memo to a future payment?"
How do I add a new payment method?
In your account, locate the My Account option in the left-hand menu. Click the inverted caret and select the Manage Payment Methods option:
On the Manage Payment Methods page, click Add.
In the Billing Address Information section, fill out your personal details and click Next.
In the Payment Details section, choose the Payment Type value you want to add:
- Credit Card: The form requires your name, card number, expiration date, and security code.
- Ach: The form requires your name, routing number, and checking account number.
When you're finished, click Save.
How can I set up recurring payments?
In your account, click the Auto Pay option in the left-hand menu:
On the Auto Pay page, read the terms closely. If you would like to proceed, check the Enable Auto Pay check box and click Save.
How can I pay an open invoice?
In the Open Invoices section, select the checkbox in the row of the invoice ID you would like to pay:
By default, the Pay Amount column automatically fills with the full invoice amount, but you can adjust it using the arrows to any subtotal you like. You can also manually type the amount. When you're ready to proceed, click Next to open the Billing Address Information section.
On the billing address form, enter your personal information. When you're finished, click Next to open the Payment Details section.
On the payment details form, choose the Payment Type value you want to use:
- Credit Card: The form requires your name, card number, expiration date, and security code.
- Ach: The form requires your name, routing number, and checking account number.
If you like, you can check the Store Account and Set as Default? checkbox at the bottom:
When you're finished, click Next to open the Review Payment section.
On the payment review form, be sure your information is correct and click Process to complete the payment.
How can I apply a credit memo to a future payment?
Credit memos don't automatically apply to your next scheduled payment. If you've been issued a credit memo and would like to apply it to a future payment, please email billing [at] restaurant365 [dot] com with the subject line "Credit Memo Application." Include details of the invoice you would like to pay and the credit memo you would like to apply to it. Our team will assist you.
How can I change my billing contact info?
To update your billing contact information, email billing [at] restaurant365 [dot] com with the subject line "Contact Info Update." Be sure to include the details you would like us to record.
How can I access a different company account?
If you are a Restaurant365 reseller, or if you are involved with more than one R365 customer account, you may not have access to the account for which you want to complete billing tasks. Please email billing [at] restaurant365 [dot] com with the subject line "Portal Company Access." Be sure to include the name of the company(s) you would like to be able to access.
Once our team enables the option for you, you can switch from one account to another using the option in the top right:
Click your account name to open the dropdown menu containing other applicable selections and click the one of your choice to access billing options for the account.