How to Use the New Payment Features

More with Masters brings you a new suite of features for our online store allowing you to easily find and print invoices, use credits, schedule payments, and view your payment history! Click the buttons below to see the step by step guide for each new feature. Or, If you’d rather watch a short video instead, click here to watch!

An important note: If you pay by fax/check, your account info may already be populated. You will still need to activate these accounts in order to purchase online. Email MastersACHRequests@McKesson.com to activate a fax/check account for online payment.

1

Click on “My Account” in the top right corner of the screen and select “Payment Methods” from the drop-down menu.

adding a bank account 3
2

Select the account you are working on, if you have multiple accounts.

adding a bank account 2
3

Click the yellow “Add” button and you will get an ACH Authorization form to print, fill out, and return. In just a couple business days, your account will be added and ready to use for online payments!

adding a bank account
1

Click on “My Account” in the top right corner of the screen and select “Open Invoices” from the drop-down menu.

find view and print invoices online 6
2

You can filter invoices by date here

find view and print invoices online

…or search by invoice number here.

find view and print invoices online 2
3

To download a printable PDF of your invoices, click the PDF logo under the ACTION column here.

find view and print invoices online 3
4

You can also download an excel spreadsheet of all your invoices with the “Excel” button here.

find view and print invoices online 4
5

If you ever need to cancel a payment before the due date, click the “Pending Payments” tab and then “Cancel Payment” under the ACTION column. You’ll be asked to confirm, and then your payment will be cancelled.

find view and print invoices online 5
1

Select the invoice you want to pay and click the “Review & Pay” button at the top of the screen.

paying invoices screengrab 5
2

From here you can see any credits you have available to use. Simply click any credit you wish to apply to this invoice.

paying invoices screengrab 4
3

If you have multiple bank accounts, select the account you’d like to pay from using the “Payment Methods” dropdown.

paying invoices screengrab 3
4

Choose when you want to pay—select either Pay Today, Pay on Due Date, or Pay on Specific Date. (Please note, if you choose Pay Today the payment will be processed immediately and no further changes can be made). Click the green “Preview Payment” button to see the invoice total and any credits that have been applied.

paying invoices screengrab 2
5

Click “Pay” and then “Yes, Confirm” and you’ll see the confirmation number, pay dates, accounts, invoice, amount paid, as well as an option to print or export to Excel above.

paying invoices screengrab
1

Under “My Account” click “Payment and Billing History”

view payment and billing history 6
2

You can search your payment history by date range, payment method, and status. Select the parameters you want and click “Search”

view payment and billing history 5
3

Click the blue “McKesson Confirmation #” to view the payment information.

view payment and billing history 4
4

In the payment information pop up, click the red PDF icon under ACTION to download a printable invoice.

view payment and billing history 3
5

To view your Billing History & Credits, select that tab above and you’ll have the option to search by date range, product number, bill type, and status. You can also search by Invoice # or Purchase Order #.

view payment and billing history 2
6

Once you have your results, you can export all the information to an Excel spreadsheet by clicking the yellow Excel button above.

view payment and billing history
1

Click on “My Account” in the top right corner of the screen and select “Payment Methods” from the drop-down menu.

adding a bank account 3
2

Select the account you are working on, if you have multiple accounts.

adding a bank account 2
3

Click the yellow “Add” button and you will get an ACH Authorization form to print, fill out, and return. In just a couple business days, your account will be added and ready to use for online payments!

adding a bank account
1

Click on “My Account” in the top right corner of the screen and select “Open Invoices” from the drop-down menu.

find view and print invoices online 6
2

You can filter invoices by date here

find view and print invoices online

…or search by invoice number here.

find view and print invoices online 2
3

To download a printable PDF of your invoices, click the PDF logo under the ACTION column here.

find view and print invoices online 3
4

You can also download an excel spreadsheet of all your invoices with the “Excel” button here.

find view and print invoices online 4
5

If you ever need to cancel a payment before the due date, click the “Pending Payments” tab and then “Cancel Payment” under the ACTION column. You’ll be asked to confirm, and then your payment will be cancelled.

find view and print invoices online 5
1

Select the invoice you want to pay and click the “Review & Pay” button at the top of the screen.

paying invoices screengrab 5
2

From here you can see any credits you have available to use. Simply click any credit you wish to apply to this invoice.

paying invoices screengrab 4
3

If you have multiple bank accounts, select the account you’d like to pay from using the “Payment Methods” dropdown.

paying invoices screengrab 3
4

Choose when you want to pay—select either Pay Today, Pay on Due Date, or Pay on Specific Date. (Please note, if you choose Pay Today the payment will be processed immediately and no further changes can be made). Click the green “Preview Payment” button to see the invoice total and any credits that have been applied.

paying invoices screengrab 2
5

Click “Pay” and then “Yes, Confirm” and you’ll see the confirmation number, pay dates, accounts, invoice, amount paid, as well as an option to print or export to Excel above.

paying invoices screengrab
1

Under “My Account” click “Payment and Billing History”

view payment and billing history 6
2

You can search your payment history by date range, payment method, and status. Select the parameters you want and click “Search”

view payment and billing history 5
3

Click the blue “McKesson Confirmation #” to view the payment information.

view payment and billing history 4
4

In the payment information pop up, click the red PDF icon under ACTION to download a printable invoice.

view payment and billing history 3
5

To view your Billing History & Credits, select that tab above and you’ll have the option to search by date range, product number, bill type, and status. You can also search by Invoice # or Purchase Order #.

view payment and billing history 2
6

Once you have your results, you can export all the information to an Excel spreadsheet by clicking the yellow Excel button above.

view payment and billing history

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