Invoice with BillPay
|
|
- Laureen Stewart
- 6 years ago
- Views:
Transcription
1 Invoice with BillPay
2 Index- Introduction BackOffice 2 Contact BillPay 1. Login 2. Order search and overview 3. Activating the order 4. Move Payment due date 5. Apply a discount 6. Partial cancellation 7. Full cancellation 8. Report a customer payment 9. Take over dunning fees 10. Customer Status 11. Additional Info 12. FAQ
3 Contact BillPay Your contacts within BillPay 3 Merchant Support (Customer Support Team for your requests or customer requests) Merchant Integration (for technical problems or login data) Mo-Fr 8am - 18pm Sa 10am - 16pm Mo-Fr 8am 18pm haendler@billpay.de support@billpay.de Requests regarding changes of your contract or your contact data innendienst@billpay.de innendienst@billpay.de Accounting (for requests regarding the merchant payout) abrechnung@billpay.de
4 Login BackOffice 4 This document explains how to manage orders in the BillPay BackOffice, accessed through the following URL: Please note that there are different login requirements for the financial controlling area (i.e. for merchant Invoices)
5 Introduction to the BackOffice Order search 5 To access orders, amend the time frame (from:/to:) and click on the magnifying glass (search). EXAMPLE:
6 Introduction to the BackOffice Order search 6 Enter the Order ID and click on the magnifying glass (search). For a detailled view, click on the pencil icon (edit).
7 Introduction to the BackOffice Order overview 7 CSV-Data Export You can export an overview of orders with a maximum time frame of two months. Choose the appropriate dates from: to: Click on the disc icon (download)
8 Introduction to the BackOffice Overview of the order page upper half 8 General Tab: This view shows an open order with the customer data on the left side and the merchant details on the right side.
9 Introduction to the BackOffice Overview of the order page lower half 9 Order Tab: An overview of the order displaying the order date and items. Changes to the order such as partial cancellations or discounts can be applied here.
10 Introduction to the BackOffice Overview of the order page lower half - Invoice1 10 Invoice Tab: Displays an activated order with the customer status and the payment due date. Note: The payment due date can be changed to ensure customer satisfaction (see slide 11). Important: MOVING INVOICE DUE DATE: The established time-frame for a customer to pay an Invoice determines the Invoice due date and is set-out in the contractual terms betwen BillPay and the merchant. The due-date can be moved if necessary, but not after expiration of the initial due date originally set-out. RE-ACTIVATION OF CANCELLED ORDER: If an order is cancelled unintentionally, it can be reactivated. This can only be done by the BillPay customer service team.
11 Introduction to the BackOffice Activate the order 11 Click on Activate to activate an order In general, manual activation is not necessary if configured to automatically activate when the order is shipped.
12 Introduction to the BackOffice Move payment due date in Invoice 1 Tab 12 Click on the payment due-date (pencil icon) Choose a new payment due- date by clicking within the calender and click OK Invoice due date cannot be changed after the original expiration date You can send an to your customers informing them of the new payment due date by checking the box next to send reminder mail
13 Working with the order Apply a discount in the Order Tab 13 The discount or credit amount must be entered in the rebate field. Discount example: 1.00* Credit example: -1.00* If several identical items are ordered, a partial cancellation can also be initiated by reducing the quantity of items. Confirm the discount entry by clicking the Update order button *Please note that you can only use a dot. and not a comma, to ensure the correct amount
14 Working with the order Apply a discount in the Order Tab 14 Example: EUR discount The entry is confirmed again. You can send an to your clients to inform them about the new amount when you check the box next to send reminder mail After clicking on Yes the invoice amount changes are saved
15 Working with the order Partial cancellations in the Order Tab 15 Change the article s quantity by clicking on the arrow button or click on the red cross to delete the entire item Click on Update order to confirm Important: Deleted items can not be re-added
16 Working with the order Full Cancellation 16 Click on the button Cancel order. To inform the customer by , check the Send reminder mail box. Select YES. The order is cancelled Additional information Please be aware that in case of a full cancellation BillPay will not pursue the cutsomer for any claims specific to the order. This applies particularly to accured dunning fees as well as possible debt collection procedures. The merchant invoice will be reversed. IMPORTANT: If you require support to cancel a transaction, please send us an . For data protection full cancellations cannot be made over the phone
17 Working with the order Report a customer payment 17 If a customer accidentaly pays the invoice to the merchant instead of BillPay, please report the payment via the Backoffice to avoid reminders or dunnings for the customer Click on the button Report customer payment. Please confirm or correct the amount manually if necessary, in case you have received a different amount paid by the customer Please be aware that you can report the outstanding amount maximum. Any over paid amount received by the merchant has to be reimbursed to the customer by the merchant
18 Working with the order Take over dunning fees 18 Merchants have the option to take over dunning fees for customers: Click: Take over dunning fees A window opens, click the box next to the dunning amount, and finish by clicking Take over dunning fees The amount will be charged to your next merchant invoice
19 Customer status definitions 19 created the order is created in the system, but the payment has not yet been activated captured the order is created in the system the payment is enabled There are no incoming payments from the customer so far Open the order is not paid the order was partially paid by the customer Overdue 1. dunning - a dunning was sent to the customer with the appropriate fee via 2. dunning - a second dunning was sent via 3. dunning - a third dunning was sent to the customer with the appropriate fee via The case was forwarded to our collection agency Closed the order is fully paid the customer has paid more than required - In this case the refund will be made automatically by BillPay with no action required from the merchant The order is completely cancelled The case with the collection agency is closed
20 Additional Info If a customer transfers money to the merchant Please consider that an incoming payment from a customer to the merchant must be reported immediately to BillPay. If the customer status does not state closed after entering a merchant's incoming payment, most likely late fees have already been charged. The transaction status can only be closed when the money has been transferred to the appropriate BillPay account. 20 Move payment due date If there is a delay with the delivery or with the return process, you can simply move the payment due date as long as it has not surpassed the original due-date set-out. This will ensure the customer will not be contacted in the dunning process. If changing the due-date is no longer possible, please contact BillPay client services. Please note that moving a payment due date can also lead to a postponement of the merchant's pay out How best to communicate with BillPay By Please be sure to enter the correct order number If you want to inform us of a customer payment or to move a payment due date, please let us know the exact amount or date In case of partial cancellation, please inform us about the final invoice amount Please use the following format for requests via Order number: Please move the payment due date to: Please deposite the new invoice amount: The customer paid the following amount to our bank account:
21 Additional Info How best to communicate with BillPay 21 By Phone: Please let us know the merchant order number Indicate the date until which a postponement of the payment due date has to occur Full cancellations can not be made on the phone: please send us an to haendler@billpay.de
22 FAQ CAN THE SELECTED PAYMENT METHOD BE CHANGED BY THE CUSTOMER? Customers from Germany can convert invoices into an installment plan via the customer portal Mein BillPay. 22 WHEN DO I GET THE SETTLEMENT? The settlement is processed on a weekly basis. You can view and download it every Wednesday or Thursday at the latest in the backend. To do this, please log in with the controlling access. WHO WILL REFUND THE MONEY TO THE CUSTOMER? In case the customer made a payment to BillPay and the order was cancelled, BillPay will refund the money directly to the customer. This is done automatically. If a customer has paid into your company account and the order is closed already, please refund the amount to the customer. CAN I MAKE A FULL CANCELLATION ON THE PHONE? A cancellation is not possible via phone. Please send the appropriate information by to our customer service haendler@billpay.de. WHY IS THERE A - ADDED TO SOME OF MY SETTLEMENTS? You will find a - next to amounts listed for: Partial cancellation / Full cancellation / Payment due date postponement / Incoming payment to the merchant. If you have any questions, please contact us. IS MONEY DEBITED FROM MY MERCHANT ACCOUNT BY BILLPAY? No, BillPay does not debit money from a merchant account. IS IT POSSIBLE TO STOP THE DUNNING PROCEDURE? By moving the payment due date, the customer can delay his payment to BillPay. Please note that this can be done only after consultation with the merchant. Furthermore, please note that the merchant pay-out will be affected by postponement of the invoice due date.
23 FAQ 23 WHY ARE CUSTOMER DENIED? Billpay cannot provide you with reasons for denial due to data protection laws. We kindly ask you to refer the customer to the following page: billpay.de/auskunft so the customer can make an inquiry. Possible reasons for a denial could be one or more of the following: 1. the credit reporting agency cannot confirm the billing address as the official registered address 2. the customer used a company address instead of the official registered address 3. the customer has provided a nickname ( Tom instead of Thomas ) or an artist name 4. the billing address differs from the delivery address 5. for the delivery address a package station has been selected 6. there are already negative payment experiences with the customer at BillPay or at one of our credit reporting partners 7. there are open debts at BillPay 8. the requested purchase exceeds the individual order limit for this customer
Chapter 18. Indebtedness
Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal
More informationMaintaining Budget Change Requests
Maintaining Budget Change Requests This document describes the functions used in TEAMS to enter and approve requests to move funds from one General Ledger account to another. In this document: Request
More informationUser s Guide to EZPay
User s Guide to EZPay DART RideShare 620 Cherry Street Des Moines, Iowa 50309 515-288-RIDE (7433) rideshare@ridedart.com www.rideshare.ridedart.com Introduction... 1 Terminology... 1 Registering a New
More informationIntroduction to Client Online
Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome
More informationAdvisor Proposal Generator. Getting Started
Advisor Proposal Generator Getting Started After logging in, Press the New Proposal button 2 P a g e Either press the Select from list button to choose a previously entered Household or enter information
More informationFMS View Expense Budget Information
FMS View Expense Budget Information Budget Information Queries To view your operating expense budget (Fund 110) in the Financial Management System (FMS), you create a budget query with specific criteria;
More informationIntroduction to Client Online
Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice
More informationThe following Key Features describe important functions in the Account and Loan Transfer service.
Account and Loan Transfer The Account Transfer service makes moving funds between accounts secure and simple. The user will find processing Multi-Entry Transfers and defining Recurring Transfers as easy
More informationTRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
More informationTransfer an Employee s Time Off Balance
Absence & Leave Transfer an Employee s Time Off Balance Use this job aid to: Transfer an employee s Time Off Plan balance from their current plan to their future plan View the transfer with a Time Off
More informationSet Up Employees Quick Reference Card
Quick Reference Card Getting Started Before you begin setting up an employee, have the following documents available: W-4. This document is used to find Federal, State, and Local tax information such as
More informationPost Payment Documentation Request Portal
Post Payment Documentation Request Portal Responding to an Expense Reimbursement Post Payment Document Request Fannie Mae s Post Payment Documentation Request portal provides an efficient and simple way
More informationCitiDirect Online Banking. Citi Trade Portal. User Guide for: Trade Loan
CitiDirect Online Banking Citi Trade Portal User Guide for: Trade Loan InfoTrade tel. 0 801 258 369 infotrade@citi.com CitiDirect Technical Assistance tel. 0 801 343 978, +48 (22) 690 15 21 Monday through
More informationEmployer Portal epayment User Guide
Employer Portal epayment User Guide Table of Contents Introduction to epayment... 3 Access the epayment Site... 3 Navigate the epayment Site... 4 Account Summary... 5 Outstanding Invoices... 5 Scheduled
More informationX-Charge Credit Card Processing
X-Charge Credit Card Processing OpenEdge (Formerly X-Charge) Payment Processing Setup... 1 Setting Permissions for Credit Card Processing... 1 Setting Up X-Charge Payment Processing in SuccessWare 21...
More informationUsing ERAs with Helper
Using ERAs with Helper Table of Contents Introduction to ERAs in Helper... 1 Getting Started with ERAs... 1 Set up Multi-User settings for ERAs... 1 Enter the ERA Payer ID in the Insurance Company Library...
More informationIntroduction to Client Online
Introduction to Client Online Construction Finance Guide ConstructionFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging
More informationBeneficiary Maintenance
Beneficiary Maintenance In order to add, remove, or edit existing beneficiaries on a policy, a policy owner can choose to update the information themselves on the customer portal or call Customer Service
More informationPayment Center Quick Start Guide
Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch May 2014 Notice to Recipient This manual contains proprietary and confidential information
More informationAssociated Connect. Reference Guide: Quick Payments
Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick
More informationBUILDSMART DEBTORS. SmartAct. Authorized Training Manual
BUILDSMART DEBTORS SmartAct Authorized Training Manual - 1 - - 2 - SmartAct Authorized Training Manual Notice This document and the Buildsmart software may be used only in accordance with the accompanying
More informationTO: Merchants Insurance Group Commercial Lines Agents [EXCEPT NEW YORK]
February 13, 2017 BULLETIN NO. 5622 TO: Merchants Insurance Group Commercial Lines Agents [EXCEPT NEW YORK] SUBJECT: Introduction of New Credit Card Payment Vendor Agency Bulletin Effective February 13,
More informationYou can generate invoices in bulk by navigating to Payments, Invoice Generation. Here, you can Filter on the right to determine which applicants
OA_PAYMENTS Table of Contents Invoicing & Reconciling... 3 Generating and Editing Invoices... 4 Reconciling Payments & Sending Reminders... 7 Customising Invoice Notifications... 9 Viewing & Editing Invoices...10
More informationGRANTEE PORTAL: Working with Proposal Budgets, to Submit
GRANTEE PORTAL: Working with Proposal Budgets, to Submit The following will show you how to create a proposal budget and submit it to the Foundation. LOG IN TO THE GRANTEE PORTAL Please note that the Foundation
More informationSeller Procedures Delegated. Seller Portal
Seller Procedures Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions Menu
More information2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download:
2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download: Note: If you completed your original tax return in TurboTax Online, you will need to download the Amend program to your
More informationSeller Procedures Non-Delegated. Seller Portal
Seller Procedures Non-Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions
More informationFLORIDA SURPLUS LINES SERVICE OFFICE. IPC Procedures Manual
FLORIDA SURPLUS LINES SERVICE OFFICE IPC Procedures Manual December 2016 TABLE OF CONTENTS 1. INTRODUCTION... 4 1.1. Purpose of this Document...4 1.2. Intended Audience...4 1.3. FSLSO Contact Information...4
More informationNations Direct Mortgage Loan Manager Guide
Nations Direct Mortgage Loan Manager Guide This guide is intended to help you work with our Loan Manager website, which connects directly to our loan systems. The website provides a central online location
More informationPayment Center Quick Start Guide
Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch August 2015 Notice to Recipient This manual contains proprietary and confidential information
More informationRadian Mortgage Insurance
LOS Interface Administrator/User Guide Radian Mortgage Insurance 2012 PCLender, LLC Contents Introduction... 3 Interface Features... 3 Interface Requirements... 3 Interface Considerations... 4 How Does
More informationPROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version
Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget
More informationSeller Portal Users Guide
Seller Portal Users Guide Contents Page 3 Overview 4 Seller Portal Access 5 Entering the Seller Portal 6 Main Tab: Underwriting Guidelines 7 Quote Tab: Policy Sale Process 13 Policy Tab: Existing Policies
More informationSubmitting Expense Reports via SIRVA Connect Portal. Quick Reference Guide for the Global Employee
Learn how to submit expense reports from the SIRVA Connect Portal. Submitting Expense Reports via SIRVA Connect Portal Quick Reference Guide for the Global Employee Table of Contents Set up Direct Deposit
More informationJHA Payment Solutions - ipay Solutions. GRB Business BillPay Quick Guide
JHA Payment Solutions - ipay Solutions GRB Business BillPay Quick Guide 1 Table of Contents Home Page... 4 Message Center... 5 Attention Required... 5 Shortcut Method... 5 Scheduled... 5 History... 5 Since
More informationLodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System)
Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing
More informationCattle Price Insurance Program WEB HELP GUIDE
Cattle Price Insurance Program WEB HELP GUIDE Cattle Price Insurance Program Web Help Guide CPIP Basics... 3 A. First Time Accessing CPIP?... 4 Using your Activation Code...4 B. Accessing the CPIP Website...
More informationSchool Online Payments Parent User Guide
School Online Payments Parent User Guide Edited for Wolf Creek Public Schools Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents............................................. 2 Create
More informationMoney Management (MX) Frequently Asked Question s
Money Management (MX) Frequently Asked Question s Account Maintenance How do I get rid of duplicate accounts? How do I permanently delete an account? How do I hide/exclude an account? How do I rename my
More informationINTUIT PROA DVISOR PR O G RAM. QuickBooks Desktop Certification
INTUIT PROA DVISOR PR O G RAM QuickBooks Desktop Certification Getting Started Guide Table of Contents TABLE OF CONTENTS QuickBooks ProAdvisor Training Objectives... 1 What s in the Workbook?... 2 Chapter
More informationAtradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0
July 2018 - version 3.0 User manual 1 - User Manual Version 3.0 Drive your business forward with powerful, easy-to-use credit management tools is the Atradius online platform, which offers you one place
More informationCayan (Gateway) Credit Card / Debit Card Processing in Retail/Quick Service
One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Cayan (Gateway) Credit Card / Debit Card Processing in Retail/Quick
More informationFiling a sales/use tax return via WYIFS (Wyoming Internet Filing System)
Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing
More informationDUS DocWay TM Loan Documents User Guide. January 2019
DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...
More informationSection 15 Direct Debit Payment
Section 15 Direct Debit Payment The following instructions explain how to set up a direct debit account and make a payment in ESS. Setting Up a Direct Debit Account STRS Ohio s preferred payment method
More informationLender Connect Collaboration
Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides
More informationUnderstanding Tax Codes in Simply Accounting
Understanding Tax Codes in Simply Accounting www.prismbusinesstraining.com Understanding the Taxes and Tax Codes The tax code settings in Simply Accounting are found in the Setup menu on Simply s home
More informationmethods: Printing Page 1
epay Instructions As of 06/10/14, all SecureCare invoicing is done via Infinedi's website using the new epay system. Available payment methods: Electronic check (E-Check) Credit/Debit Card Automatic Credit/Debit
More informationChapter 17. Investment Reports
Chapter 17 Investment Reports This Page Left Blank Intentionally CTAS User Manual 17-1 Investment Reports: Introduction There are six reports that you can create and print from the Investment Reports section.
More informationAdaptive Retirement Accounts
Adaptive Retirement Accounts Frequently asked questions Overview of Adaptive Retirement Accounts... 3 1. What are Adaptive Retirement Accounts?... 3 2. Why should I consider Investing in an Adaptive Retirement
More informationStep 1: Log in to your student information system (SIS) account at go.sfu.ca
How to setup up direct deposit to your bank account using SIS (go.sfu.ca) Direct deposit allows scholarship payments and refunds from SFU to be made to a student s bank account (in Canada), as opposed
More informationFinance Manager: Budgeting
: Budgeting Overview is a module that facilitates the preparation, management, and analysis of fiscal year budgets. Streamlined for efficiency and designed to solve the cumbersome process of budget creation,
More informationGetting started. UltraBranch Business Edition. alaskausa.org
Getting started UltraBranch Business Edition alaskausa.org Contents 2 4 6 8 9 11 13 14 15 21 22 23 24 Key features Getting started Company permissions Setting & exceeding limits Configuring ACH & tax payments
More informationLZS PORTAL USER MANUAL BUDGET TRANSFER. MS Dynamic Portal Budget Transfer P a g e
LZS BUDGET TRANSFER PORTAL USER MANUAL 1 P a g e REQUESTOR GUIDE 1. Open URL https://portalgp.zakatselangor.com.my/gpdbtportal/login.aspx 2. Choose Company and Login to portal using Email Id and given
More informationCredit Control Administrators Guide DOCUMENTATION. Phone: Fax:
Credit Control Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: OCT 2013 AUTHOR DATE
More informationShelbyNext Financials: Credit Card Tracking (Course #N211)
ShelbyNext Financials: Credit Card Tracking (Course #N211) Presented by: Dave Heston Shelby Consultant 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of
More informationFREQUENTLY ASKED QUESTIONS
General Questions: Questions 1. How should store sites be named? 2. How do I get help? 3. How to request consultant/vendor access? 4. How to request FBO Vendor access? 5. How do I delete a project? Responses
More informationBasic Sales Tax Setup for QuickBooks (Desktop)
Basic Sales Tax Setup for QuickBooks (Desktop) Who should use this guide: Accountant Anyone in the office responsible for QuickBooks setup or exporting to QuickBooks What you will learn in this guide:
More informationCiti Trade Portal Trade Loan. InfoTrade tel
Citi Trade Portal Trade Loan InfoTrade tel. 0 801 258 369 infotrade@citi.com CitiDirect Technical Assistance tel. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00 helpdesk.ebs@citi.com Table
More informationGetting Started Guide Lindorff invoice and instalment solution via Netaxept
Getting Started Guide Lindorff invoice and instalment solution via Netaxept Version 1.2 You are able to offer Lindorff as a payment method to your webshop customers via Netaxept. Lindorff is an invoice
More informationFMS Account Summary Inquiry View Budget Information
FMS Account Summary Inquiry View Budget Information Account Summary Inquiry The Account Summary Inquiry (ASI) in our Financial Management System (FMS) displays budget, expenditure, encumbrance, and available
More informationGrants Administration Office. Space Telescope Grants Management System (STGMS) STGMS User Guide
Grants Administration Office Space Telescope Grants Management System (STGMS) STGMS User Guide June 2018 Table of Contents Introduction... 3 Section 1: Login... 4 Section 2: Navigating STGMS... 5 Section
More informationipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site.
ipay Instructions ipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site. Support There are two primary methods of contacting support:
More informationOfficeweb Adviser Charging. User Guide
Officeweb Adviser Charging User Guide 1 INTRODUCTION... 3 PROVIDER FACILITATED CHARGE... 4 How to add a Provider Facilitated Charge Initial Fee... 4 How to add a Provider Facilitated Charge - On-Going
More informationHuman Capital Management 8.9 Planning Budget Process Guide EC Members
Human Capital Management 8.9 Planning Budget Process Guide EC Members DCATS 210-567-7777 Option 5 Information Management Client Support Services Training Guide Version 9 January 2012 Budget Process Introduction
More information14. Roster Processing
14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the
More informationVersion Setup and User Manual. For Microsoft Dynamics 365 Business Central
Version 1.0.0.0 Setup and User Manual For Microsoft Dynamics 365 Business Central Last Update: September 6, 2018 Contents Description... 4 Features... 4 Cash Basis versus Accrual Basis Accounting... 4
More informationEpicor Tax Connect for Eclipse. Release 9.0.3
Epicor Tax Connect for Eclipse Release 9.0.3 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
More informationBudget Workbook Help. Discover. Solving Problems. Index. Set up categories, record transactions, and set preferences.
Discover Set up categories, record transactions, and set preferences. Solving Problems Find the answers to common problems. Budget Workbook Help www.snowmintcs.com Index Look up topics easily. Page 1 of
More informationpenelope CREATE AN EOB ATHENA SOFTWARE Last updated: January 22, 2015
penelope CREATE AN EOB ATHENA SOFTWARE Last updated: January 22, 2015 process flow: add an eob 1. Create the EOB file and specify the payment method, amount, and details. 2. Add an EOB line to the EOB
More informationREFUND OVERVIEW. Here s an overview on how refunds should be handled:
1 REFUND OVERVIEW Here s an overview on how refunds should be handled: 1. Agree with the customer on how the product(s) will be returned Verify with the customer that you have their correct email address.
More informationReplaces: N/A Date Modified: 08/20/2015
Title: MPI Manage Payments/Direct Deposit Replaces: N/A Date Modified: 08/20/2015 Purpose: This procedure details how to access and login to My Personal Information and Manage Payments for direct deposit.
More informationCommissions. Version Setup and User Manual. For Microsoft Dynamics 365 Business Central
Commissions Version 1.0.0.0 Setup and User Manual For Microsoft Dynamics 365 Business Central Last Update: August 14, 2018 Contents Description... 3 Features... 3 Commissions License... 3 Setup of Commissions...
More informationShelbyNext Financials: Credit Card Tracking
ShelbyNext Financials: Credit Card Tracking (Course #F211) Presented by: Dave Heston Shelby Consultant 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of
More informationCiti Trade Portal Letter of credit. InfoTrade tel
Citi Trade Portal Letter of credit InfoTrade tel. 0 801 258 369 infotrade@citi.com CitiDirect Technical Assistance tel. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00 helpdesk.ebs@citi.com
More informationMember Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information
Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must
More informationClaims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018
Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Table of Contents Claims Packaging Tool (CPT) Overview...3 CPT Servicer Use... 3 Flow Chart and Timeline...4 Claims
More informationCredit Card Processing Guide
Credit Card Processing Guide A Guide For Processing Transactions With The Integrity Edge Software I Integrity Credit Card Processing Table of Contents Part I Credit Card Processing Setup 1 Part II Credit
More informationSage Payment Processing User's Guide. March 2018
Sage 300 2017 Payment Processing User's Guide March 2018 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and
More informationBill Registration Process through IDBI Net Banking. 1. Login to IDBI Bank net Banking from IDBI Bank website - https://www.idbi.
Bill Registration Process through IDBI Net Banking 1. Login to IDBI Bank net Banking from IDBI Bank website - https://www.idbi.com 2. Post login click on "Bills" Tab to check the sub options available
More informationFinance. Training Manual
Finance Training Manual Introduction to Finance Module Shepherd s Staff Finance module lets you keep track of your church s financial information. This manual will walk you through setting up a chart of
More informationSetting up CareCredit Payment Type with CareCredit Currency Type
CareCredit Integration CareCredit users can now enter CareCredit payments and perform CareCredit refunds from within Eaglesoft, which will update in CareCredit s system. A CareCredit receipt will be automatically
More informationPalladium Company Setup Guide
Palladium Company Setup Guide This document will assist you in setting-up your Palladium Company prior to processing transactions. Contents Setting up Linked Accounts... 2 Purpose of Linked Accounts...
More informationVersion Setup and User Manual. For Microsoft Dynamics 365 Business Central
Version 1.0.1.0 Setup and User Manual For Microsoft Dynamics 365 Business Central Last Update: October 26, 2018 Contents Description... 4 Features... 4 Cash Basis versus Accrual Basis Accounting... 4 Cash
More informationOrthoSynetics, Inc. Medical, Dental, and Vision Insurance On-line Open Enrollment Instructions
OrthoSynetics, Inc. Medical, Dental, and Vision Insurance On-line Open Enrollment Instructions 1. Log onto My Payroll Page (https://oca.ultipro.com). Please disable any pop-up blockers you may have installed
More informationContents 1. Login Layout Settings DEFAULTS CONFIRMATIONS ENVIRONMENT CHARTS
USER GUIDE Contents 1. Login... 3 2. Layout... 4 3. Settings... 5 3.1. DEFAULTS... 5 3.2. CONFIRMATIONS... 6 3.3. ENVIRONMENT... 6 3.4. CHARTS... 7 3.5. TOOLBAR... 10 3.6. DRAWING TOOLS... 10 3.7. INDICATORS...
More informationThis presentation is intended solely for educating the Clients of DirectFX Trading Pty, Ltd.
ACN 120 189 424/ AFSL 305539 BINARY INSTITUTIONAL OPTIONS SALES PACKET GUIDE 2016 2015 The information in this presentation has been prepared by Direct FX Trading Pty Ltd. solely for information purposes
More informationColumbia University Finance Training
Table of Contents 1.0 Introduction... 2 1.1 Bank Account ChartString Representation in ARC... 2 1.2 Posting Transactions to Cash in Bank and MCA... 3 1.3 Foreign Exchange Rate Types & Calculation... 3
More informationAUTOMATED CLEARING HOUSE (ACH) USER GUIDE FOR BUSINESS ONLINE
AUTOMATED CLEARING HOUSE (ACH) USER GUIDE FOR BUSINESS ONLINE Table of Contents Managing Payees... 2 Importing an ACH File... 3 Editing a Payee s Details... 5 Sending a Prenote... 6 Deleting a Payee...
More informationELECTRONIC BILL PAYMENT OVERVIEW
ELECTRONIC BILL PAYMENT Our online electronic bill payment system allows you to pay bills through our secure Internet server. You may schedule a payment; schedule recurring payments to be issued automatically;
More informationPennERA Proposal Development v13 Upgrade
PennERA Proposal Development v13 Upgrade August 26, 2015 August 2015 PennERA Upgrade 1 Agenda Key changes Predictive text searches Complex projects capability Change upload file names New interface demonstration:
More informationUser Guide for Pricing Engine
User Guide for Pricing Engine Version 1.2 Effective Date: 02/27/2019 Contents 1.0 STEPS TO ACCESS SEEMYLOANSTATUS... 2 2.0 SUBMITTING LOCK REQUEST... 4 2.1 STEPS TO REQUEST LOCK ON A NEW LOAN... 4 2.2
More informationQuickBooks Integration (Enterprise)
One Blue Hill Plaza, Second Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 QuickBooks Integration (Enterprise) CRE/RPE now exports sales
More informationWeb Benefits Admin User Guide
Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New
More information4.9 PRINTING LENDING FORMS
4.9 PRINTING LENDING FORMS In the Home library material window, you can print out a lending form, i.e. the list of material recorded for the member. 1. Highlight the Member class and select the Class /
More informationXactContents Quick Start Guide
Payment Tracker Payment Tracker The Payment Tracker allows you to record and track ACV/RCV, Loss of Use, and Advance Payments. This can be very helpful in keeping all payments made to the insured organized.
More informationPalladium Company Setup Guide
Palladium Company Setup Guide This document will assist you in setting-up your Palladium Company prior to processing transactions. Contents Setting Up Linked Accounts... 2 Purpose of Linked Accounts...
More informationINSURANCE COMPANY RECOVERY PAYMENT
O f f i c e A l l y 1 INSURANCE COMPANY RECOVERY PAYMENT OVERVIEW Occasionally, the insurance company may realize they have overpaid for a reimbursement in a previous EOB/ERA. Rather than requesting a
More informationQuickBooks Advanced. Basic Reports. For most reports use the Report Center button. That will lead to a screen like this:
QuickBooks Advanced Basic Reports For most reports use the Report Center button. That will lead to a screen like this: There are a ton of report options, but there are really only 3 that you need: Profit
More informationNextGen Trustee Receipting
NextGen Trustee Receipting This class will cover Miscellaneous and Property Tax receipting. We will review the receipting processes as well as how to properly handle corrections for receipts entered with
More information