NetSuite Customer Center Portal Tutorial

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "NetSuite Customer Center Portal Tutorial"

Transcription

1 NetSuite Customer Center Portal Tutorial Hub Pen Work Instruction Controlled By: Hub Pen Department of Information Systems Ver: Page 1 of 29

2 Contents 1. Navigation Links Home Page Financial Make a CC Payment Print a Statement A/R Register See All Transaction Orders Enter an Order See Orders See Quotes Request a Return See Return Requests See Items Ordered Support Contact Support See Support Cases Edit Your Profile Settings Set Preferences Campaign Subscription Center Change Change Password Update Security Questions Quick Search Quick View Sign Out Page 2 of 29

3 1. Navigation 1.1. Links The Customer Center is made up of your Home Page which enables you to select and navigate around the various types of records within the portal. All words within the Customer Portal that has an underline have a link that will take you to either a new record screen or a screen with a list of records. To get to the record you would like to enter, click on the word. Example: To get to the New Payment screen\record, click on the word Make a Payment under the word Billing. Page 3 of 29

4 After clicking on Make a Payment it will take you to the New Payment screen show below Home Page Note: Clicking on your Home Page while in a new record screen will prompt a message asking you if you would like to navigate away from this page. To get back to your Home Page Click on the Customer Center tab. See picture below. Page 4 of 29

5 Clicking on the Home Page will take you to the screen that is displayed in the picture below. Page 5 of 29

6 2. Financial 2.1. Make a CC Payment To make a CC payment: Note: all fields with * are required. 1. Under the Billing heading, click Make a Payment. NetSuite automatically shows the current balance in your account. 2. In Section 1, in the Payment Amount field, enter the amount of your payment. The current date is used as the posting date of this payment. 3. Choose one of these methods to select the invoice(s) to pay: Click the Pay All button to pay every outstanding invoice. This changes the Payment Amount to equal the total of all invoices. You can edit this amount if needed. Click Auto Apply to apply the amount of your payment starting with the oldest invoice first. Check the box in the Apply column for each invoice you want to pay. This changes the Payment Amount to the total of all invoices you apply. You can edit this amount again if needed. 4. In the Credits section, check the Apply box next to any credits you want to apply to your balance. 5. In the Deposits section, check the Apply box next to any deposits you want to apply to your balance. 6. In Section 2, you may select from the drown down list for the Cards on File field, if the list is empty, select New Card, in the Payment Method field, select the appropriate credit card type. Enter your credit card number, CSC, Expires (MM/YYYY), Name on card, Card Street and Card Zip Code of the billing address of the credit card. If you would like to retain the Page 6 of 29

7 credit card information in your account, place a check in the Save this Card field. If you would like to make this card your default credit card, place a check in the Make Default field. Note: this will populate the Default CC field with the last 4 digits of your CC # and the Make Default field will not be checked. NetSuite is SAS70 certified and have met all of the regulatory and security requirements for PCI (Payment Credit Information) compliance. Once saved, your credit card information will be masked up to the last 4 digits of the credit card #. This prevents everyone (including Hub Pen Accounting Employees) from seeing the full credit card numbers. 7. When finished, click Submit. Page 7 of 29

8 Sample Make a Payment screenshot shows below. Page 8 of 29

9 2.2. Print a Statement To print a statement: 1. Under the Billing heading, click Print a Statement. 2. Review the Statement Date and change as necessary. This date appears on the statement and is used to calculate aging. 3. Review the Start Date and change as necessary. Transactions included in the statement are limited to those on or after this date. Clear this field to include all transactions. 4. Optionally, you can check the Show Only Open Transactions box to include only open transactions in the statement. 5. Click one of the following: Print Print in Customer s Locale Fax Sample Print a Statement screenshot shows below. Page 9 of 29

10 2.3. A/R Register To view your bills and payment information: Under the Billing heading, click See A/R Register. The Accounts Receivable register displays. You can do the following: At the bottom of the page, change dates, sorting, or other options to get a different view of data, and click Refresh to see changes. Click the date of any transaction to see detail. If the transaction you are viewing in detail is an invoice, you can: o Click Print to print it. o Click to it to your account. o Click Go To Register to go to Accounts Receivable Register page. o Click Make Payments to make payment against it. Click Print to print out the list of transactions. Click to the list of transactions. Click an Export button to export the list to a CSV, Excel, or PDF file. Page 10 of 29

11 Sample See A/R Register screenshot shows below. Page 11 of 29

12 2.4. See All Transaction To view all transactions: Under the Billing heading, click See All Transactions. A list of transactions displays. You can do the following: At the bottom of the page, change style, sorting, or other options to get a different view of data. Click the transaction # or date of any transaction to see detail. If the transaction you are viewing in detail is an invoice, you can: o Click Print to print it. o Click to it to your account. o Click Go To Register to go to Accounts Receivable Register page. o Click Make Payments to make payment against it. Click Print to print out the list of transactions. Click an Export button to export the list to a CSV, Excel, or PDF file. Page 12 of 29

13 Sample See All Transaction screenshot shows below. Page 13 of 29

14 3. Orders 3.1. Enter an Order To enter an order: 1. Under the Orders heading, click Enter an Order. 2. In the Primary Information section, enter required fields and other information. 3. In the Item column, select an item you want to purchase. 4. In the Quantity column, enter the number of this item you want to order. 5. In the other columns, enter appropriate information if applicable. 6. Click Add. 7. Repeat steps 4-7 for each item you want to order. 8. In Provide Address Information section, select the addresses you want to use for billing and shipping. Click New to provide a new address. Click Edit to make changes to an existing address. 9. In Choose a Shipping Method section, select a shipping method. 10. In 3 rd Party Shipping section, enter 3 rd party shipping billing information, if any. 11. In Communication section, enter to use for Sales Order Acknowledge In Art Proofs section, enter s for art proofs communication. 13. Click Submit or Submit & Print to submit a sale order. Once the sales order has been submitted, send art file to and include the sales order # for this order, your Customer ID and Purchase Order # for this sales order. Note: You will receive an initial sales order received (if is specified) after submitting the sales order. Once the order is reviewed by Hub Pen, you will receive a Sales Order acknowledgement . Page 14 of 29

15 Sample Enter an Order screenshot shows below. Page 15 of 29

16 3.2. See Orders To view or edit current orders: Under the Orders heading, click See Orders. A list of orders displays. You can do the following: At the bottom of the page, change style, sorting, or other options to get a different view of data. Click the Transaction # or Date of any order to see detail. Click Print to print out the list of orders. Click an Export button to export the list to a CSV, Excel, or PDF file. Sample See Orders screenshot shows below. Page 16 of 29

17 3.3. See Quotes To view quotes: Under the Orders heading, click See Quotes. A list of quotes displays. You can do the following: At the bottom of the page, change style, sorting, or other options to get a different view of data. Click the date of any estimate to see detail. Click Print to print out the list of estimates. Click an Export button to export the list to a CSV, Excel, or PDF file. Sample See Quotes screenshot shows below. Page 17 of 29

18 3.4. Request a Return To return an item: Please contact Hub Pen Customer Service directly by phone or . You can check your return authorizations from next step See Return Requests To view or print return authorizations: Under the Orders heading, click See Return Requests. A list of return authorizations displays. You can do the following: At the bottom of the page, change style, sorting, or other options to get a different view of data. Click the date of any return authorization to see detail. Click Print to print out the list of return authorizations. Click an Export button to export the list to a CSV, Excel, or PDF file. Page 18 of 29

19 Sample See Return Requests screenshot shows below See Items Ordered To view items you have ordered: 1. Under the Orders heading, click See Items Ordered. A page opens listing all items you have ordered with the date you last ordered each item. 2. Click Done to exit this page. Page 19 of 29

20 Sample See Items Ordered screenshot shows below. Page 20 of 29

21 4. Support 4.1. Contact Support To contact Customer Support: Support Link is disabled in current version. Please contact your Customer Service Representative for any support related issues See Support Cases To view a support case: Under the Support heading, click See Support Cases. A list of cases displays. You can do the following: At the bottom of the page, change style, sorting, or other options to get a different view of data. To view a case for updated messages and status, click the case number. Click Print to print out the list of cases. Click an Export button to export the list to a CSV, Excel, or PDF file. Page 21 of 29

22 Sample See Support Cases screenshot shows below Edit Your Profile To update shipping address, shipping method, or payment information: 1. Under Support, click Edit Your Profile. 2. To update your address information, click the Address Information link on the left side. a. To Edit Shipping Address, click the Change link under the address. b. Click Use This Address to use the existing one. c. Complete New Shipping Address information if required. d. If your billing address is the same as the shipping address, check the box. e. Click Use this Address to select it. f. To Edit Billing Address, click the Change link under the address. g. Click Use This Address to use the existing one. h. Complete New Billing Address information if required. i. Click Use this Address to select it. j. To update the existing address, click Edit link next to it. k. To delete the existing address, click Delete link next to it. Page 22 of 29

23 3. To change your shipping method, click the Shipping Method link. a. Choose a Shipping Method option. b. Click Continue. 4. To select a payment method and provide related details, click the Payment Information link. a. For Payment Method, select a type of credit card. b. In the Credit Card Number fields, enter the entire credit card number. c. In the Expiration Date field, select the month and year the card expires. d. In the Cardholder Name field, enter your name exactly the way it appears on your credit card. e. In Card Security Code field, enter the code that appears on your card. f. Check the Save My Credit Card Information box to save your card information for quick use next time you order. g. Click Continue. 5. On the Confirm Customer Profile page, you can change the Shipping Method, or click a change link to update the shipping address, billing address, or payment method. 6. Click Finished on the Confirm page when all information is updated. Page 23 of 29

24 Sample Edit Your Profile screenshots show below. Page 24 of 29

25 Page 25 of 29

26 5. Settings 5.1. Set Preferences To set preferences: Click Set Preferences link under Settings section. It allows you to change your locale, format and appearance. Sample Set Preferences screenshot shows below Campaign Subscription Center To subscribe to campaign: Click Campaign Subscription Center link under Settings section. It allows you to subscribe to the campaign you are interested. Sample Campaign Subscription Center screenshot shows below. Page 26 of 29

27 5.3. Change To change 1. Click Change link under Settings section. It allows you to change your address 2. Current Password is required to change to a new address. 3. Click Save to keep the change. Sample Change screenshot shows below. Page 27 of 29

28 5.4. Change Password To change password: 1. Click Change Password link under Settings section. It allows you to change your password. 2. Current password is required to change to a new password. 3. Click Save to keep the change. Sample Change Password screenshot shows below Update Security Questions To update security questions: 1. Click Update Security Questions link under Settings section. It allows you to answer these security questions to reset your password if you forget your password in the future. 2. All three security questions are required to setup this. You can select from the drop down menu for the questions you prefer. Page 28 of 29

29 3. Click Save to keep the change. Sample Update Security Questions screenshot shows below. 6. Quick Search It provides a quick way for you to search any transaction you have. You select type of the transaction and then you can narrow down the search with Date, Number and PO/Check Number. It is the easy way to find the transaction if you know exactly what you are looking for. 7. Quick View It provides you with the direct links to some important information for your account, (Outstanding Balance, Outstanding Orders, Open Cases and Open Quotes) 8. Sign Out To sign out from the system, click the Sign Out link on the top right corner of the page. Page 29 of 29

The following screen shots are representative of the flow you are required to follow when logging onto www.tnt.com.au to access einvoicing.

The following screen shots are representative of the flow you are required to follow when logging onto www.tnt.com.au to access einvoicing. Introduction The details contained in this document are a guide for customers to understand how to use TNT s einvoicing application. TNT einvoicing is accessible via TNT s website. The following screen

More information

Online Bill Pay Guide

Online Bill Pay Guide Online Bill Pay Guide Contents How to Make a Payment 2 Single Payment 2 Recurring Payment 3 Payment History Prior to X Date View Payment History 4 How to Add a Payee Adding a Company Payee 5 Adding an

More information

TTUHSC Online Contract Accounts Receivable

TTUHSC Online Contract Accounts Receivable TTUHSC Online Contract Accounts Receivable The Contracts Accounts Receivable system is a component of the Contracting Website which contains the systems noted below: Contract Database Contract Accounts

More information

Accounts Receivable Reference Guide

Accounts Receivable Reference Guide Create a New Customer A customer is a company or an individual who has already purchased goods or services from you. 1 Before entering in new data always perform a Global Search to search for any existing

More information

PAYLINE USER GUIDE LOGGING INTO PAYLINE PROCESSING A PURCHASE

PAYLINE USER GUIDE LOGGING INTO PAYLINE PROCESSING A PURCHASE Payline User Guide PAYLINE USER GUIDE Payline is a web-based payment management client that can be used to process credit card transactions manually, process refunds, set up recurring payments and generate

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

School Online Payments Parent User Guide

School Online Payments Parent User Guide School Online Payments Parent User Guide Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents................................................... 2 Create a New Parent Account.........................................

More information

Order Tracking Tips and Techniques

Order Tracking Tips and Techniques You can track the status of your orders on the Customer Care Online Service Center website at: http://customercare.hmhco.com/. You can search for orders by: Order Number Invoice Number PO Number Product

More information

HHC Compensation Module Training Document

HHC Compensation Module Training Document HHC Compensation Module Training Document CONTENTS 1. ICP Compensation Module Installation...3 2. Launch the compensation...6 3. Setup Survey Setup/Import Data Initial Setup...6 4. Exporting the Master

More information

Online Services through My Direct Care www.mydirectcare.com

Online Services through My Direct Care www.mydirectcare.com Online Services through My Direct Care www.mydirectcare.com WEB PORTAL Employers and Employees associated with Consumer Direct have access to online services available through a secure website www.mydirectcare.com.

More information

Page 1 of 14. MyAerospace. Order Status. E-mail Notifications

Page 1 of 14. MyAerospace. Order Status. E-mail Notifications Page 1 of 14 MyAerospace Order Status E-mail Notifications Honeywell Services and Technology Team January 2014 Page 2 of 14 Table of Contents Table of Contents... 2 Introduction... 3 I. Subscribing to

More information

Accessing and using ClientLine

Accessing and using ClientLine Accessing and using ClientLine ClientLine allows you to view detailed card transaction data and makes it easy to generate reports. It provides valuable insight into your business and customer behaviour.

More information

User Guide Setup, sales, purchase and support information for your Clear Books account

User Guide Setup, sales, purchase and support information for your Clear Books account User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter

More information

Set up Delegate & Travelers

Set up Delegate & Travelers Set up Delegate & Travelers Setting Up a Delegate and Assigning New Travelers Learn how to Login to Banner Travel and Expense Management Application and to set up yourself as a Delegate and assign Travelers

More information

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...

More information

Webcenter v. 5 Customer Portal Table of Contents

Webcenter v. 5 Customer Portal Table of Contents Webcenter v. 5 Customer Portal Table of Contents Introduction... 2 Sign In Page... 3 Home Page... 4 Orders Page... 5 Employees Page... 9 Timecards Page... 10 Invoices Page... 15 Documents Page... 18 Reports

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

ClinicalConnect EMR Download Training Guide

ClinicalConnect EMR Download Training Guide ClinicalConnect EMR Download Training Guide The information contained in this reference guide reflects upgrades in functionality as of February 17th, 2011 P a g e 2 Table of Contents About the EMR Download:...

More information

MLS 204: FlexMLS Contact Management & Client Portals

MLS 204: FlexMLS Contact Management & Client Portals MLS 204: FlexMLS Contact Management & Client Portals Class Objectives By the end of this session you should be able to: Add, Edit & Manage your contacts information. Easily add and maintain your automatic

More information

Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge

Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge Training Guide: Customers CRM Version 001 Training Prerequisite: Basic System Knowledge Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 1 Table of Contents Introduction... 3

More information

Great! You sold some Lexmark devices. Now you need to file for the associated rebates.

Great! You sold some Lexmark devices. Now you need to file for the associated rebates. Great! You sold some Lexmark devices. Now you need to file for the associated rebates. How do you do that today? Fill out a spreadsheet, email it to someone at Lexmark and wait How do you know if they

More information

Certification Quality Initiative User s Guide

Certification Quality Initiative User s Guide Certification Quality Initiative User s Guide IPC, inc. 3000 Lakeside Drive, Suite 309S Bannockburn, IL 60015 847.615.7100 Certification Quality Initiative User s Guide Copyright 2014 IPC, Inc Bannockburn,

More information

USER GUIDE for Salesforce

USER GUIDE for Salesforce for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. End of Month Closing The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. Closing the month involves up to five steps:

More information

Inventory Web Pro Version 1.06. User Guide 20120728

Inventory Web Pro Version 1.06. User Guide 20120728 Inventory Web Pro Version 1.06 User Guide 20120728 2 P A G E 1. Overview... 3 1.1. General Introduction... 3 1.2. Getting Started with Inventory Web Pro... 3 1.2.1. Sign Up... 4 1.2.2. Subscribe to a Plan...

More information

Setting up an account and logging in using Design & Print Online. Opening a saved project

Setting up an account and logging in using Design & Print Online. Opening a saved project Setting up an account and logging in using Design & Print Online Opening a saved project 1 of 7 Account Set-Up & Login 1. On the Design and Print Online home page click on the Click to start Design & Print

More information

Ecommerce User s Manual. August 2013

Ecommerce User s Manual. August 2013 Ecommerce User s Manual August 2013 Quantum has launched our new Ecommerce site, which is accessible at www.qtmi.net./shop or by clicking on SHOP from the top navigation options while on Qtmi.net. Start

More information

UnitedHealthcare Agent Toolkit QUICK START GUIDE

UnitedHealthcare Agent Toolkit QUICK START GUIDE UnitedHealthcare Agent Toolkit QUICK START GUIDE NOTE: The Quick Start Guide was created using a UnitedHealth Producers account; however this guide applies to both UnitedHealth Producers and Advisors.

More information

Help Desk User Manual (Version 1.0)

Help Desk User Manual (Version 1.0) Help Desk User Manual (Version 1.0) Table of Contents Accessing Infinity Technologies Help Desk Portal... 2 Logging into Infinity Technologies Help Desk Portal for the First Time... 3 Resetting Your Password...

More information

SMARTWORKS Online Ordering Process for FHS Medical Records Forms

SMARTWORKS Online Ordering Process for FHS Medical Records Forms In cooperation with SMARTWORKS Online Ordering Process for FHS Medical Records Forms To request a login or seek assistance: Debbie Finel in Health Information Management (253) 426-6534 Fax # (253)426-4057

More information

DEPARTMENT OF VETERANS AFFAIRS Financial Services Center Dialysis Provider Portal User Guide. Version 3.0 May 2015

DEPARTMENT OF VETERANS AFFAIRS Financial Services Center Dialysis Provider Portal User Guide. Version 3.0 May 2015 DEPARTMENT OF VETERANS AFFAIRS Financial Services Center Dialysis Provider Portal User Guide Version 3.0 May 2015 1. Provider Portal for Dialysis Overview The VA Financial Services Center (FSC) Dialysis

More information

Netteller: Online Banking User Guide

Netteller: Online Banking User Guide Netteller: Online Banking User Guide Welcome to Manhattan Bank s Online Banking System Netteller. Netteller is a safe, secure and reliable way to access your account any time and anywhere you choose. Now,

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

Certification Quality Initiative User s Guide v.2

Certification Quality Initiative User s Guide v.2 Certification Quality Initiative User s Guide v.2 IPC, i n c. 3000 L a k e s i d e D r i v e, S u i t e 309S B a n n o c k b u r n, I L 6 0 015 847.6 1 5.710 0 Certification Quality Initiative User s Guide

More information

VERIPATROL Client User Guide

VERIPATROL Client User Guide Version 3.2.2.0 VERIPATROL Client Overview VERIPATROL is a secure software system for the storage, retrieval and management of video files from VIEVU cameras. This guide describes how to operate the VERIPATROL

More information

User Guide Overview to Access, Passwords, Navigation and Notifications

User Guide Overview to Access, Passwords, Navigation and Notifications OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to

More information

Includes: Ordering Setting up Selection Lists What's on ipage Managing Your Relationship with Ingram Through ipage

Includes: Ordering Setting up Selection Lists What's on ipage Managing Your Relationship with Ingram Through ipage Includes: Ordering Setting up Selection Lists What's on ipage Managing Your Relationship with Ingram Through ipage Welcome to ipage, Ingram Library Services total online solution for your library's needs.

More information

Merchant Interface Online Help Files

Merchant Interface Online Help Files Merchant Interface Online Help Files REGAL t e c h n o l o g i e s t h e f u t u r e o f p a y m e n t s Table of Contents Merchant Interface Online Help Files... 1 Tools... 2 Virtual Terminal... 7 Submit

More information

I. Setting Listserv password

I. Setting Listserv password I. Setting Listserv password Before you can manage the Listserv lists that you own, you will need to set up a Listserv password. This is a one- time procedure, although for security purposes it is a good

More information

WHAT YOU OWN HOME INVENTORY SOFTWARE

WHAT YOU OWN HOME INVENTORY SOFTWARE WHAT YOU OWN HOME INVENTORY Version 4.19 Copyright 2013 M- One Studio, LLC www.m-onestudio.com Contents Getting Started... 1 About WHAT YOU OWN HOME INVENTORY SOFTWARE... 1 Download and Install the Software...

More information

Transaction Management

Transaction Management Access Online Transaction Management User Guide Version 3.6 Cardholder and Program Administrator Contents Introduction... 2 Transaction Management Variables by Organization... 2 Procedures in This Guide...

More information

Site Administrator Guide

Site Administrator Guide Site Administrator Guide Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other

More information

UW- Green Bay QuickBooks Accounts Receivable User Manual

UW- Green Bay QuickBooks Accounts Receivable User Manual UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering

More information

Guide to Credit Card Processing

Guide to Credit Card Processing CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25746 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images

More information

FedEx Billing Online PDF Help Guide Credit Card Customers

FedEx Billing Online PDF Help Guide Credit Card Customers FedEx Billing Online PDF Help Guide Credit Card Customers Table of Contents Introduction... 2 Logging In/Your Account Summary... 3 Viewing... 4 Disputing... 8 Searching... 9 Downloading... 11 Managing

More information

ebilling and epayment for Fully Insured Groups

ebilling and epayment for Fully Insured Groups ebilling and epayment for Fully Insured Groups This document walks you through the basics of registering for, and using, ebilling and epayment Services. Topics covered are: Setting up Roles in BlueConnection

More information

eprocurement Procedures

eprocurement Procedures eprocurement Procedures Table of Contents Sign in to PeopleSoft... 2 Create Requisition Special Item... 5 Create Requisition Fixed Cost Service... 19 Modify Line Information... 21 Favorites... 24 Receive

More information

VOICE MAIL TO EMAIL - MY SERVICES MANAGEMENT

VOICE MAIL TO EMAIL - MY SERVICES MANAGEMENT Included with your subscription to Voice Mail to Email VOICE MAIL MANAGEMENT INTERNET ACCESS My Services web access allows you to administer your Voice Mail account settings and to play, delete and save

More information

ecommerce LMS Administrator s Manual

ecommerce LMS Administrator s Manual ecommerce LMS Administrator s Manual Table of Contents Introduction... 1 Logging in to the System... 2 Welcome Screen... 3 Modifying Your Personal Profile... 3 Changing Your Password... 7 Modifying Your

More information

Authorize.net Basic Transaction Management

Authorize.net Basic Transaction Management Authorize.net Basic Transaction Management https://secure.authorize.net/ To accomplish some of your basic Authorize.net credit card transaction procedures, you will need to log into your Authorize.net

More information

open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348

open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348 open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348 635 Glenferrie Road, Hawthorn VIC 3122, Australia ph: +61 398195088 fax: +61 398195151

More information

Supplier Guide to the IDeA:marketplace. Version 2.0

Supplier Guide to the IDeA:marketplace. Version 2.0 Supplier Guide to the IDeA:marketplace Version 2.0 November 2006 Overview The IDeA:marketplace provides the education sector with a one-stop electronic shopping mall for goods and services. It is a powerful,

More information

PAYLINE USER GUIDE. 1 Logging into Payline. 2 - Processing a Purchase

PAYLINE USER GUIDE. 1 Logging into Payline. 2 - Processing a Purchase PAYLINE USER GUIDE Payline is a web-based payment management client that can be used to process credit card transactions manually, process refunds, set up recurring payments and generate reports to name

More information

The Wells Fargo Payment Gateway Business Center. User Guide

The Wells Fargo Payment Gateway Business Center. User Guide The Wells Fargo Payment Gateway Business Center User Guide Contents 1 Introduction 1 About the Wells Fargo Payment Gateway service Business Center 1 About this guide 2 Access the Business Center 2 Log

More information

Credit Card Overview & Processing Guide entrée Version 3

Credit Card Overview & Processing Guide entrée Version 3 Credit Card Overview & Processing Guide entrée Version 3 2000-2016 NECS, Inc. All Rights Reserved. I entrée V3 Credit Card Processing Guide Table of Contents Chapter I V3 Credit Card Overview 1 1 Obtain...

More information

Client Timesheet and Expense Instructions Page 1

Client Timesheet and Expense Instructions Page 1 Client Timesheet and Expense Instructions Page 1 Log In The web portal allows timesheet approvers to log into the system to view working candidates, approve and reject timesheets, and manage positions.

More information

CHARTER BUSINESS CUSTOM HOSTING MIGRATION INSTRUCTIONS

CHARTER BUSINESS CUSTOM HOSTING MIGRATION INSTRUCTIONS 1. Go to https://cp.charter-business.net 2. Enter the username that was provided to you in the letter and/or email you received from Charter Business. 3. Enter your password by entering the letters Ch

More information

Enter your User Id and Password and click the Log In button to launch the application.

Enter your User Id and Password and click the Log In button to launch the application. Working with CECAS How to Log In to CECAS Training Site In your internet browser, go to the following IP address: training.nccecas.org/cecas Enter your User Id and Password and click the Log In button

More information

Invoices & Statements

Invoices & Statements Welcome to My Account a fast and easy way to manage your WinWholesale account online! This tutorial will provide you with step-by-step instructions for accessing and navigating the Invoices and Statements

More information

Web Portal. User Manual. Version 20121210

Web Portal. User Manual. Version 20121210 Web Portal User Manual Version 20121210 Table of Contents 1 OVERVIEW... 1 2 USING THE MANUAL... 1 3 LOGGING IN AND UPDATING YOUR SECURITY PROFILE... 2 4 INFORMATION CENTER AND SELECTING A PROGRAM... 6

More information

User Manual. Enterprise Reporting Portal (EREP) User Manual. October 2010. Global Operations Education

User Manual. Enterprise Reporting Portal (EREP) User Manual. October 2010. Global Operations Education User Manual Enterprise Reporting Portal (EREP) User Manual October 2010 Global Operations Education What is Enterprise Reporting Portal (EREP)? Enterprise Reporting Portal (EREP) is browser-based tool

More information

Chapter A5: Creating client files and attaching bank accounts

Chapter A5: Creating client files and attaching bank accounts Chapter A5: Creating client files and attaching bank accounts This chapter is aimed at BankLink Administrators It covers the set up of your BankLink Practice clients. A BankLink Practice user needs BankLink

More information

Academic Senate Data Management System

Academic Senate Data Management System Academic Senate Data Management System User s Guide for Committee Members 9/22/2015 The Academic Senate uses the Data Management System (DMS) for managing, sharing, and archiving council and committee

More information

CIRCULAR LETTER NO. 2263 ONLINE CERTIFICATE OF INSURANCE TOOL ASSIGNED RISK POOL POLICIES

CIRCULAR LETTER NO. 2263 ONLINE CERTIFICATE OF INSURANCE TOOL ASSIGNED RISK POOL POLICIES September 11, 2015 CIRCULAR LETTER NO. 2263 To All Members and Subscribers of the WCRIBMA: ONLINE CERTIFICATE OF INSURANCE TOOL ASSIGNED RISK POOL POLICIES The WCRIBMA is pleased to announce the availability

More information

VWCC Cisco Phone Users Guide New Phone setup and configuration guide Version 1.4

VWCC Cisco Phone Users Guide New Phone setup and configuration guide Version 1.4 VWCC Cisco Phone Users Guide New Phone setup and configuration guide Version 1.4 Last updated: 5/23/11 Table of Contents 1. VOICE MAIL... 3 1.1 Configuring your Voice Mail Box... 3 1.2 Additional Voicemail

More information

Center for Educational Performance and Information (CEPI) Student Data System (SDS)

Center for Educational Performance and Information (CEPI) Student Data System (SDS) Center for Educational Performance and Information (CEPI) Student Data System (SDS) Training Manual Questions? Contact: 517.335.0505 E-mail: CEPI@michigan.gov Table of Contents MODULE 1 STUDENT DATA SYSTEM

More information

FedEx Billing Online User Guide

FedEx Billing Online User Guide FedEx Billing Online User Guide Introduction FedEx Billing Online allows you to efficiently manage and pay your FedEx invoices online. It s free, easy and secure. FedEx Billing Online helps you streamline

More information

Custom Reporting System User Guide

Custom Reporting System User Guide Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe

More information

Patch Manager. Overview. LabTech

Patch Manager. Overview. LabTech Patch Manager PATCH MANAGER 1 Overview... 1 Using the Patch Manager... 7 Using the Patch Manager for Groups... 8 Ignoring Patches... 11 Denying Patches... 12 Removing Patch Approvals from Groups... 12

More information

Tyler Dashboard. User Guide Version 6.2. For more information, visit www.tylertech.com.

Tyler Dashboard. User Guide Version 6.2. For more information, visit www.tylertech.com. Tyler Dashboard User Guide Version 6.2 For more information, visit www.tylertech.com. TABLE OF CONTENTS Tyler Dashboard... 3 Tyler Dashboard Features... 3 Site Search... 3 Browse... 4 Page... 5 Dashboard...

More information

D I G I T A L P H O N E S E R V I C E F E A T U R E S G U I D E DIGITAL P H O N E S E R V I C E. ACN 2007 useng_featuresguide_prdpv_w_092507

D I G I T A L P H O N E S E R V I C E F E A T U R E S G U I D E DIGITAL P H O N E S E R V I C E. ACN 2007 useng_featuresguide_prdpv_w_092507 D I G I T A L P H O N E S E R V I C E F E A T U R E S G U I D E DIGITAL P H O N E S E R V I C E ACN 2007 useng_featuresguide_prdpv_w_092507 TABLE OF CONTENTS Making Phone Calls... 2 Accessing Your Account

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

Jackson Systems E-commerce Guide

Jackson Systems E-commerce Guide Accessing E-commerce To access the e-commerce feature, go to jacksonsystems.com and click on Contractor Login in the upper right hand corner. If you do not have a username and password, you can request

More information

Novell ZENworks Asset Management 7.5

Novell ZENworks Asset Management 7.5 Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...

More information

Reporting User Guide. Version Oct 2011 Page 1 of 65

Reporting User Guide. Version Oct 2011 Page 1 of 65 Version Oct 2011 Page 1 of 65 Table of Contents Purpose...3 1. Quick Balances...3 1.1. Quick Balances Setup...3 2. Scheduled Statement Reporting...5 2.1. Scheduled Daily Operating Account Statement...5

More information

Tully-Wihr Online User Guide

Tully-Wihr Online User Guide Tully-Wihr Online User Guide Version 2.1 Revised 7/06/2011 Questions: help@tullywihr.com Contents Tully-Wihr s Web Page / Login...3 New User Registration...4 Shipping Specifications...5 Search Features...6-7

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

Online Payment Parent Portal Users Guide

Online Payment Parent Portal Users Guide Online Payment Parent Portal Users Guide 2015/2016 Acorn www.sturgeon.ab.ca Contents Parent Portal Overview 3 Creating a Parent Account 4 Understanding the Fees Summary Page 7 Understanding the Student

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Discoverer Training Guide

Discoverer Training Guide Discoverer Training Guide Learning objectives Understand what Discoverer is Login and Log out procedures Run a report Select parameters for reports Change report formats Export a report and choose different

More information

Welcome to My Accounts On Line

Welcome to My Accounts On Line Welcome to My Accounts On Line - When accessing the site, you will be prompted for a login and password. - When you log in with the username and password provided in the registration e-mail, the system

More information

Table of Contents. Getting Started...1. Chart of Accounts...1. Sales Tax...3. Setting Up Sales Tax the big picture... 3

Table of Contents. Getting Started...1. Chart of Accounts...1. Sales Tax...3. Setting Up Sales Tax the big picture... 3 Table of Contents Table of Contents Getting Started...1 Chart of Accounts...1 Sales Tax...3 Setting Up Sales Tax the big picture... 3 Using Sales Tax the big picture... 4 Create individual tax items...

More information

Web Account & E-commerce Quick Reference Guide

Web Account & E-commerce Quick Reference Guide We just made your life easier. Web Account & E-commerce Quick Reference Guide THE COLOR PRINTER, INC. 200 W. Taylor St. Hobbs, NM 88240 (575) 393-8188 (866) 800-8188 info@thecolorprinter.com www.thecolorprinter.com

More information

Customer Online Management System. Step 2 - Select a Dealer. Step 1 - Access and Login to COMS. Step 3 - Make Payments. Paying PAS Principal

Customer Online Management System. Step 2 - Select a Dealer. Step 1 - Access and Login to COMS. Step 3 - Make Payments. Paying PAS Principal Customer Online Management System Customer Online Management System (COMS) is an Internet-based application used to review your Polaris Acceptance account information and make paperless payments on inventory,

More information

How to Access Charge Card Training

How to Access Charge Card Training How to Access Charge Card Training Within the Knowledge Center (also known as KC Global, or LMS) is a course catalog, which allows you to quickly locate a specific course and launch it. Step 1. Step 2.

More information

Printing Services Online Ordering Guide

Printing Services Online Ordering Guide Printing Services Online Ordering Guide October 2013 Page 2 Online Ordering Guide Table of Contents SECTION 1 NAVIGATION... 3 A. Logging In... 3 B. Navigation... 4 SECTION 2 ORDERING PRODUCTS... 5 A. Business

More information

Data Select SM Creating a search and placing an order

Data Select SM Creating a search and placing an order Data Select SM Creating a search and placing an order Introduction Explore the step-by-step procedures for creating a search and submitting an order in the ConsumerView SM database. You will learn how

More information

Checkout User Guide. Salesforce, Spring '12. @salesforcedocs

Checkout User Guide. Salesforce, Spring '12. @salesforcedocs Checkout User Guide Salesforce, Spring '12 @salesforcedocs Last updated: July 7, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

ATS CLIENT PORTAL INTRODUCTION

ATS CLIENT PORTAL INTRODUCTION ATS CLIENT PORTAL INTRODUCTION PREPARED BY: JACOB ROBIDA FOR: LAURA TIDQUIST DATE: 10/22/2014 VERSION: 8 WELCOME Congratulations, and welcome to the ATS Client Portal! This document will help you get familiar

More information

INVENTORY MANAGEMENT

INVENTORY MANAGEMENT support@magestore.com sales@magestore.com Phone: 084 4 8585 4587 INVENTORY MANAGEMENT PLATINUM VERSION USER GUIDE Version 1.4 1 Table of Contents 1. INTRODUCTION... 4 2. HOW TO USE... 9 2.1. Manage Suppliers...

More information

e-invoicing your guide to using with TNT

e-invoicing your guide to using with TNT e-invoicing your guide to using with TNT A For any technical assistance please email Atherstone.Helpdesk@tnt.com or call 01827 711 611 Contents welcome to e-invoicing with TNT 03 registering for e-invoicing

More information

Business Objects Enterprise version 4.1. Report Viewing

Business Objects Enterprise version 4.1. Report Viewing Business Objects Enterprise version 4.1 Note about Java: With earlier versions, the Java run-time was not needed for report viewing; but was needed for report writing. The default behavior in version 4.1

More information

Set My University of Melbourne Identity Management Password for the First Time

Set My University of Melbourne Identity Management Password for the First Time Set My University of Melbourne Identity Management Password for the First Time This document provides instructions for New Staff or Existing Staff members who are using the Identity Management System (IdMS)

More information

Section VIII: ACH Payment Processing

Section VIII: ACH Payment Processing Section VIII: ACH Payment Processing Contents About ACH Payments... 2 About the Automated Clearing House... 2 ACH Terms and Features... 2 Workflow Example: ACH Payroll Application... 4 To Add a Database...

More information

MAKING PAYMENTS ONLINE. ELECTRONIC CHECKING (ACH) PAYMENTS PINLESS ATM DEBIT CARD PAYMENTS CREDIT CARD(only for Deposit Payments)

MAKING PAYMENTS ONLINE. ELECTRONIC CHECKING (ACH) PAYMENTS PINLESS ATM DEBIT CARD PAYMENTS CREDIT CARD(only for Deposit Payments) MAKING PAYMENTS ONLINE ELECTRONIC CHECKING (ACH) PAYMENTS PINLESS ATM DEBIT CARD PAYMENTS CREDIT CARD(only for Deposit Payments) On the Hofstra home page (www.hofstra.edu) click (myhofstra) to log onto

More information

You will see several shopping options in the ordering screen. You may choose any shopping method to add items to your shopping cart.

You will see several shopping options in the ordering screen. You may choose any shopping method to add items to your shopping cart. www.officemaxsolutions.com Ordering Guide 1. Login at www.officemaxsolutions.com Enter your Username and Password. Then click on the login button 2. Create New Order To start your order, choose Create

More information

Single Sign-On Instructions (SSO) Registration for the SSO

Single Sign-On Instructions (SSO) Registration for the SSO Single Sign-On Instructions (SSO) Registration for the SSO Step 1: Registration to Single Sign-On (SSO) Skip this section if you ve already registered for a SSO account. Open your web browser (Internet

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information