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Deltek’s Payment
Portal User Guide
3/30/2015
Table of Contents
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 2
DELTEK’S PAYMENT PORTAL OVERVIEW
You may pay your Deltek invoice by eCheck or credit card using Deltek's Payment Portal, a secure, online payment portal designed to boost your productivity by streamlining your payment process. This portal is available both at https://paymentportal.deltek.com
and on Deltek's Customer Connect website.
This secure portal offers the following benefits:
1. Reduced costs - no envelopes, stamps or costs to process paper checks
2. More options - you may pay by Visa, MasterCard, American Express or eCheck
3. Insight into your payment history - past invoices, balances due and payment amounts are all displayed in the portal
4. Increased flexibility - you may designate colleagues as billing contacts and give them access to the portal to pay your firm's invoices. You can schedule payments or setup automatic payments.
5. Opportunity to benefit from credit card rebate and incentive programs offered by your credit card company
6. Peace of mind. The payment portal is secure and compliant with all electronic payment processing regulations and best practices.
ACCESSING THE PAYMENT PORTAL:
There are 2 ways you can obtain access to the payment portal.
1. Navigate to https://paymentportal.deltek.com
and login via one of the 3 methods below (A. Login, B.
Register for an Account, or C. Reset Password)
OR
2. On the Customer Connect Site https://deltek.custhelp.com
, click on the "Payment Portal" drop down option and you will be logged straight in.
A. User Login Screen
Username is your Customer Connect login user name (normally your work email address).
Password is your Customer Connect password.
Hit the Login button.
B. Register for an Account:
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 3
If you have a correct Invoice Number and Amount and a Work Email that is already on file (you already have a Customer Connect Account), you will be logged straight into the Payment Portal.
If you have a new Work Email and correct Invoice Number and Amount, you will be prompted to fill in additional Contact Information fields to continue the Registration Process:
Once you hit submit, a new account will be generated for you. You will be presented with your username and password and will click on the link to login to the portal with your new credentials.
An email will be sent to your company’s primary support contact notifying them that you have created an account for the Payment Portal.
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 4
C. Password Reset:
Passwords must be 8-20 characters, contain at least 1 number, 1 uppercase letter, 1 lowercase letter, and cannot have already been used. {There is help text for the user if you hover over the
New Password box.}
Note to the user at the bottom of the window:
Please note: Your new password will not be active until you respond to the email that Deltek Inc. has on record for the given Username. If your email has changed, please contact Deltek
Customer Care at 877.457.7765.
Once you enter your username and New Password twice and hit the Request Reset button, you will be sent an email to validate you requested the reset:
Click the link to return to the login page. Enter your username and your new password and you will be logged into the payment portal.
WHAT’S INCLUDED IN THE PORTAL?
The portal currently includes invoice activity for customers within North American locations paying in USD.
Specifically, the portal contains a statement of all outstanding invoices where Deltek, Inc. is the payee
(where the remittance address is P.O. Box 79581). Credits posted to your account will be displayed in the payment portal until they are applied against the original invoices. These credits are not available in the payment portal for transaction processing.
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 5
EASILY SCHEDULE YOUR PAYMENTS
Schedule Pay allows you to schedule an invoice payment to be automatically processed on a date of your choosing, up to the payment due date. Set the payment date when you receive the invoice – there’s no need to return to the portal to submit the payment.
Email confirmations are provided that acknowledge the scheduled payment and when the payment is processed.
Multiple contacts within your company may contribute partial payments to achieve the total amount due. Use the drop-down arrow next to the invoice to see all contributing payments for an invoice.
Auto-pay offers the ultimate in convenience – all your invoices for your company’s account are automatically paid via the selected payment profile on the corresponding invoice due dates. Auto-pay simplifies payments for companies that have one contact, one payment profile. No need to login to the portal for each billing cycle – now you can set it and forget it!
As with all payment types, auto-pay transactions deliver a receipt to the email account on the payment profile each time a payment is processed.
CREDIT CARD SECURITY
In order to maintain the confidentiality of your data, Deltek processes all payments in the Payment Portal using Cybersource, a third party PCI DSS Level-1 compliant service provider, who captures, transmits, and processes your payment data. Your primary account number (PAN) is stored only by Cybersource and in its place a uniquely generated token is sent to Deltek.
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 6
ADDING BILLING CONTACTS
You may extend access to the Deltek Payment Portal to contacts within your organization who are responsible for paying your invoices. You can do this by having them register at https://paymentportal.deltek.com
. They will need to enter in an invoice number and the invoice amount as part of the registration verification process.
FREQUENTLY ASKED QUESTIONS
Q: Who has access to the Deltek Payment Portal in my organization?
A: All contacts in the Customer Care Connect site can access the payment portal with their email address and a valid invoice number and invoice amount.
Q: Does Deltek charge for using the Payment Portal?
A: No, Deltek will not charge you for using the Payment Portal to make credit card or echeck payments.
Any costs for maintaining your relationship with your credit card provider are your responsibility.
Q: What are the technical requirements for accessing and using the portal?
A: The Deltek Payment Portal supports the following browsers:
Internet Explorer 9+ (10+ preferred),
Firefox
Chrome V21+
There are no other software requirements.
Q: Can I make a partial payment against an invoice?
A: Yes. Within Manage Invoices, after clicking on the green arrow to select an invoice to pay, you can click on the pencil icon to edit the payment amount.
Q: Are there any limits on how much I can charge using the Payment Portal?
A: Yes, due to restrictions imposed by the payment processor, there is a $99,999.99 limitation per transaction. If you want to pay more than $99,999.99, you can use the Payment Portal to create multiple transactions against an invoice until the total amount has been paid.
Q: How long will it take for a payment made in the portal to be reflected against my Account
Statement?
A: Generally, payments made using the Payment Portal will be reflected in the Account Statement within three business days. If you have made a payment on the portal, you can see a listing of these payments by clicking on the arrow to the left side of the Invoice Number.
Q: Can I see a listing of all payments that have been made against my invoices?
A: Yes. Under ‘Options’, ‘View History’, you can select a range of payment dates or select individual invoice numbers. If you don’t know the full invoice number, you can also enter any portion of the invoice number.
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Once you click on the magnifying glass, your outstanding invoices will be displayed. In order to see the historical payments details, click on the arrow to the left of the invoice number.
Q: I see that I have a credit on my account that I would like to apply against an outstanding invoice, how
can I achieve this?
A: Currently, the Payment Portal system does not allow you to apply credits directly against your invoices, please contact [email protected]
and provide the credit invoice number and the invoice number that you want to apply it against. Deltek Treasury will contact you with further details.
GovWin related questions
Q. Can I contact my GovWin IQ Account Manager through the customer care portal?
A. No, you will still contact your IQ Account Manager through the IQ web portal, email or phone.
Q. Can I pay for event registration or GovWin IQ reports through the payment portal?
A. No, those will still be accessed and purchased through the e-commerce site on GovWin.com
ADDITIONAL QUESTIONS?
If you have a question regarding the invoices included on the Deltek Payment Portal or about the content of your invoices, you can contact your Account Manager or email [email protected]
.
If you have a question regarding how to use the portal, invoice payments, need to request a refund, or apply a credit on your account, you can email [email protected]
.
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 8
Deltek’s Payment Portal User Guide | ©Deltek, All Rights Reserved 9
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