Bonterra is excited to offer a convenient way to make payments and manage invoices.
Conveniently view and download your invoices.
Make payments on your invoices using a Bank Account or Credit Card.
Set up recurring Auto Payments.
Schedule a Payment for a future date.
View your Account history.
Obtain our W9.
Getting Started
Logging In
To access the Bonterra Invoice Portal:
Navigate to the Bonterra Invoice Portal.
Enter your login credentials and click 'Not enrolled? Sign up now.' to be routed to the registration page or click 'Pay as Guest' if you prefer not to register.
To register, you'll need your Bonterra Invoice Number and Customer number which is located at the top right of your Invoice.
Each authorized user who needs access should create an individual account and proper login credentials to ensure secure and collaborative billing management.
Multiple users under the same account can have their own logins, allowing for a more collaborative approach to managing invoices.
Navigating the Portal
The Bonterra Payment Portal is organized into several tabs to help you manage your account:
Workboard: view an overview of your account and quick links to key actions
Open Bills: access, view, and manage all open invoices and download our Bank Letter and W-9
Closed Bills: view all paid invoices
Payment History: review details of past transactions
Administration: manage your bank accounts, credit/debit cards, and billing contacts and users to your portal
Invoice Management
Viewing Invoices
Navigate to the 'Open Bills' tab.
Select the invoice using the checkbox next to the Invoice Number.
Click the 'Invoice' drop-down and select 'View Invoice' to open it as a PDF.
Emailing Invoices
Select the invoice you want to e-mail.
Click the 'Invoice' drop-down and select 'Correspondence' to open the e-mail form.
Fill out the required fields (To, Cc, Subject, Body) and click 'Send'.
Account Statements
Viewing Account Statements
Navigate to the 'Open Bills' tab.
Click the 'Statements' button to access the drop-down menu.
Select 'Download Statement'.
Check the confirmation page, click 'Yes' to confirm, and download the statement.
Open and review your account statement in PDF format.
Note: Account statements are sent automatically every month.
Emailing Account Statements
From the 'Open Bills' tab, click 'Statement', and select 'Email Statement'.
Fill out the e-mail form, including the recipient’s address, subject, and message.
Click 'Send' to deliver the statement.
Payment Workflows
ACH Payments
Navigate to the 'Open Bills' tab and select the invoices you want to pay.
Click 'Pay Selected Bills' and choose 'Pay by ACH' from the drop-down list of options.
Select if you want to make payment with a 'Saved Bank Account' or a 'New Bank Account'.
Click the 'Save Bank Account For Reuse' to save the bank account for future use and/or set up as a future Auto Pay.
Click the 'Proceed' button after choosing the required values.
Add or select your bank account details to complete the payment.
Add the bank account details by filling in the mandatory fields marked with a red asterisk and, if desired, other non-mandatory fields.
Click the 'Submit' button to proceed with the payment process.
After the payment is successful, a confirmation page will appear.
Click the 'Print Receipt' or 'Email Receipt' buttons to print or e-mail the receipt for the payment or click 'Close' to close the window.
Credit/Debit Card Payments
Select 'Pay by Credit/Debit Card' from the payment options following similar steps to the above except select 'Pay by Credit Card' or 'Pay by Debit Card'.
Note: A credit card fee of up to 3% will be applied to credit card transactions. Cash (ACH) and debit card transactions are not subject to a surcharge.
Managing Bank Accounts and Payment Methods
Managing Payment Methods
Navigate to the 'Administration' tab and select 'Manage Bank Accounts, Credit Cards or Debit Cards'.
Click 'Add' and fill in the required fields (e.g., Bank Name, Account Number, Routing Number).
Click 'Delete' to remove a payment method.
Setting Up AutoPay
You must first have a payment method added, see Managing Payment Methods
Navigate to the 'Open Bills' tab.
Click the 'Enable/Disable Auto Pay' button.
Note: You must contact us to disable Auto Pay!
Updating Billing Contacts and adding Additional Users
Billing Contact
Administration: Within the left menu section, select 'Manage Contacts.'
Manage Contacts: Select Add Contact or select a checkbox next to the user you'd like to edit to Edit Contact, Activate or Deactivate.
When adding a contact, fill out the required fields and be sure to also select Primary Role for the recipient role.
Note: If a contact is not set with Primary Role minimal communications will be sent
Managing Users
To add additional users to the portal:
Administration: Within the left menu section, select 'Manage Users.'
To add a User: Select Add User/Contact
When adding a user, fill out the required fields and be sure to also select Create a contact for user if you'd like them to be a billing contact.
Reviewing Payment History
Navigate to the 'Payment History' tab.
Click the 'View' link under the 'Invoices Paid' column to view transaction details.
Use the icons under the 'Receipt' column to print or e-mail receipts.
Note: If you have a scheduled payment, this is where you would cancel it.
Need help?
If you have questions or encounter issues, visit our Bonterra Support Tool and select 'Network for Good - Billing Issue'. Complete the support form with your details, describe the issue, and submit the form for the Billing Team to address your concern.