Cummins Customer Account Management Portal User Guide

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1 Cummins Customer Account Management Portal User Guide Cummins South Pacific Pty Ltd 2 Caribbean Drive Scoresby, Victoria 3179 Australia Tel Fax A.C.N , A.B.N

2 Table of Contents Introduction...3 Using the Portal...4 Terms of Use, Disclaimers and Privacy...5 Available Menu Options...6 Account Status and Payments Menu...7 What is on the Account Status and Payment page...8 Register Bank Account Menu...9 View Statements Menu...11 View Invoices Menu...12 Change Profile Menu...15 Admin User Menu...16 Making a Payment...18 Direct Debit Payments...19 Credit Card Payments...20 Contact Us...22 Page 2 of 22 Version: October, 2009

3 Introduction Welcome to the Cummins Customer Account Management Portal (Portal). The Portal will enable you to access your account details 24 hours a day, 7 days per week * Some of the features of using the Portal are: Availability of your account status which is updated daily View and reprint open and closed transactions (invoices, credits) View and reprint current period and previous period statements Securely pay online using Direct Debit or via Credit Card (Visa & MasterCard only) Review new invoices (within the last 24 hours) Contact Cummins via if you have questions regarding any transactions Automated allocations of payments if processed via the Portal No requirement to produce and issue a remittance Register and manage user registration Cummins has utilised the most up to date technology and security systems, complying not only with our stringent security protocols, but ensuring total compliance to banking and statutory requirements, ensuring your data is secure. The added benefit of using a web based product is that you do not need to invest in any system technology; making it a low cost way to manage your Cummins account. This user guide has been created to assist you in the day to day use of the Portal. * This excludes any site service and maintenance down time. Page 3 of 22 Version: October, 2009

4 Using the Portal The Portal operates with many browsers, including Internet Explorer and Firefox. Your Account You will be provided with a User ID and Password that is linked to your Customer Account Number. If you do not have these details or have problems with your password, please refer to the section Contact Us for Contact details to obtain this information or rectify your problem. Logging in You can log onto the Portal via the link at You will need to enter your: Customer Account Number User ID; and Password And click on Login. Page 4 of 22 Version: October, 2009

5 Terms of Use, Disclaimers and Privacy Prior to using the Portal, please review the Terms of Use, Disclaimers and Privacy Statement by clicking on the link which is located in the bottom right of the Portal screen. Page 5 of 22 Version: October, 2009

6 Available Menu Options When you log in to the Portal, you will have the following available to you: Account Status and Payments Register Bank Account View Statements View Invoices Change Profile Admin User (this option is only visible to the Admin user of your organisation) Log Out We will look at each of these menu items individually in more detail on the following pages. Page 6 of 22 Version: October, 2009

Account Status and Payments Menu The default page you see when you log in to your account is the Account Status and Payments page, which gives you comprehensive information about your

7 Account Status and Payments Menu The default page you see when you log in to your account is the Account Status and Payments page, which gives you comprehensive information about your account. This page shows all current and open items on your account. Please note, payments made and invoices created in the last 24 hours may not appear. Page 7 of 22 Version: October, 2009

8 What is on the Account Status and Payment page We will explain each item found on this page in detail. Query Invoice When you click on the envelope, it will launch your client and prompt you to send an to the Cummins Account Receivable department Invoice Number This is a quick link to view the archived invoice/credit which is presented in PDF format. Client Order Reference Your order reference (if provided). Issue Date The original issue date of the transaction. Payment Due Date This is the due date of the transaction. Invoice Amount This is the original amount of the transaction. Amount Owing This is the amount still owing on the transaction. Pay? Select this check box if you wish to pay the transaction. Amount to Pay When selecting Pay? the Invoice amount automatically populates, however you can enter an amount less than the total Invoice amount should you wish to part pay. If you choose to part pay, you will be prompted to provide a reason for the short payment. Total Amount to Pay Once you have selected the items to pay (as well as select credits to take up) this will automatically calculate the total amount you are paying. Choose Your Payment Method Payments can be made via a registered bank account, or via Credit Card You will not be able to take up credits only; the portal will not process negative balances. We only accept MasterCard or Visa on the Portal Page 8 of 22 Version: October, 2009

9 Register Bank Account Menu This page allows you to save your bank account details securely to avoid you having to enter the same details every time you make a payment. The bank account details are saved in a secure environment and are only visible to you. Page 9 of 22 Version: October, 2009

10 If you wish to pay your account via Direct Debit, enter your bank account details and read through the Direct Debit Request Service Agreement. If you agree to the terms outlined, select I accept the terms and conditions check box and Save your details. Page 10 of 22 Version: October, 2009

11 View Statements Menu This page presents your monthly statements that you can select from the drop down menu. You then have the option to view/print/save your statements in PDF format. ** ** Adobe Reader is required to view PDF images of your statement. The reader is available for download at Page 11 of 22 Version: October, 2009

12 View Invoices Menu The view invoices menu enables you to search for an invoice either by Invoice number or by selecting a date range. Page 12 of 22 Version: October, 2009

field to select a specific date range to search for all invoices/credits within that time frame.

13 If you know the invoice you wish to view, enter the number in the Invoice Number field. Otherwise, if you unsure of the invoice number, you can click on the Calendar Icons in the Invoice Date field to select a specific date range to search for all invoices/credits within that time frame. Once you have entered your search criteria, click on the Submit button and the search will begin. Page 13 of 22 Version: October, 2009

14 You then have the option to view/print/save your invoices in PDF format by clicking on the View PDF link. Adobe Reader is required to view PDF images of your invoices. The reader is available for download at Page 14 of 22 Version: October, 2009

15 Change Profile Menu The change profile menu allows you to change your password and nominate an address should you wish to receive notifications of new transactions that are updated on the Portal. Once you have updated your password or entered your address, click Save to ensure your changes are saved. Page 15 of 22 Version: October, 2009

Create New User To create a user, click on Create New User.

16 Admin User Menu This menu is only available to users defined as Administrators. You can search, setup, or delete users from this menu. Create New User To create a user, click on Create New User. Enter a user ID, Password and address. Once done, click Save. Once complete, the user will then be able to login and the use the portal. Page 16 of 22 Version: October, 2009

17 Modify or Delete a User If you wish to make changes to a user or delete the user, click on the Find User(s) button. This will bring up the list of users associated with your account. Click on the User Name that you wish to modify or delete. You can then make a change or delete the user. Page 17 of 22 Version: October, 2009

Making a Payment Select the items you wish to pay and either leave default payment amounts or enter a specific amount to pay (if you wish to short pay).

18 Making a Payment Select the items you wish to pay and either leave default payment amounts or enter a specific amount to pay (if you wish to short pay). Review the Total Amount to Pay field, which will now have an updated calculated total. Select how you wish to pay (Direct Debit or Credit Card) and click on Continue. Page 18 of 22 Version: October, 2009

19 If you choose to only part pay an item, you will be prompted to enter a reason for the short payment. Click on continue. Direct Debit Payments If paying by Direct Debit, you will see a confirmation to debit your account. Click on Pay this amount. Page 19 of 22 Version: October, 2009

20 You will then be presented with a Payment Receipt. Credit Card Payments If making a payment by Credit Card, enter your credit card details and click on Pay this amount. Page 20 of 22 Version: October, 2009

21 You will then be presented with a Payment Receipt. Due to Bank and Cummins processing times, please be aware that the Portal may not update with your payments for up to 24 hours. Page 21 of 22 Version: October, 2009

22 Contact Us For any issues or questions regarding the use of the Cummins Customer Account Management Portal please contact us on: Page 22 of 22 Version: October, 2009

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