There are occasions where newly originated loans are able to be found in Xperience but NOT in the Loan Payment Portal (LPP). We are able to create the invoice in the LPP to take the payments and to allow the clients to log in and access their loan on their own.

Follow the steps below to add a loan invoice in the portal.

Note: Locate the loan account information in Xperience > Customer & Account Inquiry before searching for or adding the invoice, .

1. Log in to the Loan Payment Portal.
2. Under Search for Customers, enter the loan account number and click Search.
    
3. If the search returns No Customers Found, click the down arrow in the Status field and select All Statuses.
   
4. If the search returns No Customers Found again, click Add Invoice.
   
5. Using the account information from Xperience, complete the following:
   
   1. In the Add Invoice box, add the last 4 digits of the client's Social Security Number. 
      • Note: The account number should pre populate from your search. Ensure the number matches the account number is correct.
   2. Click Continue.
   3. On the Add Bill screen complete the following sections:
      • Customer Information: Name and Billing Address
        
      • Invoice Information: Amount Due and Date Due
        
      • Contact Info: Phone, Email, and Confirm Email (Note: If the client has a fax number, include it here.)
        
6. Click Save Invoice.
7. Your client is now set up in the LPP! The following additional activities can be now be performed from the Account Overview screen:
   1. To allow the client to log into the LPP and make their own single or recurring loan payments, click Send Enrollment.
      
   2. To take a single payment for the client, click Pay Now.