ireceivables User Guide

Transcription

1 ireceivables User Guide Contents Processing invoices in ireceivables... 2 Create a New Credit Card Account... 7 Partial Payment on Invoice Multiple Invoice Payment Changing Passwords in ireceivables Exporting invoice into EXCEL, HTML, PDF or RTF formats Converting exports into different formats other than EXCEL, HTML, PDF, RTF Querying items by Organization or Currency Type Querying items by Transaction Amount, Transaction Date or Due Date Changing your preferences Set up Notifications Need Help? Page 1 of 26

2 Processing invoices in ireceivables 1. Log into ireceivables using log-in details provided to you in ireceivables welcome . (If you no longer have that information please 2. Your account summary will be displayed. 3. Click the hyperlink for the Total Open Receivable to see the Account Details. Page 2 of 26

3 4. Click an invoice number hyperlink in the Transaction column, to see more details on that invoice. 5. The invoice page is displayed. You have the options to see Print Preview, see Activities, or Pay. Page 3 of 26

4 6. If you click on the Print Preview button, a new window will appear. 7. Click Open or Save, depending on what you would like to do. Open will allow you to view the invoice in a new browser. Save will allow you to save the invoice on your computer in a PDF format. Page 4 of 26

5 8. A copy of the invoice will appear, if you click Open. Page 5 of 26

6 9. If you click the Activities button, Invoice Activities will show. You can also choose to Pay from this screen for invoices received from the following UL Organizations: UL LLC, UL VS US, UL RS, and ULE only. The Pay button will not be displayed for invoices from other UL Organizations. NOTE: Please note, the Pay button will only be available for USD transactions originating from the following US based UL Companies: UL LLC and UL VS US. The functionality to pay non-usd invoices from non-us based companies will be made available in the future. Page 6 of 26

7 Create a New Credit Card Account 10. If you click on the Pay button, the Advanced Payment screen will show. From this screen, you have the option to pay the full amount or a partial amount of your choice using one of your previously saved credit card accounts. If you don t have a credit card account on record, create a new credit card account, by clicking on the Payment Method dropdown and selecting New Credit Card. Page 7 of 26

8 11. Click the Create New Credit Card Account button. Page 8 of 26

9 12. A new browser will open. Fill in your information in the required fields. For credit card number, exclude (-) symbol and just enter the number, for example ( ). Fill in your credit card details, then click Finish. The Name and Address fields are for credit card verification purposes and are not necessarily linked to the Bill To Address on the account. (Note: is also a required field.) Page 9 of 26

10 13. Your credit card will be created and the screen below will be displayed. Click the Close Window button. Do not click X to exit out of the screen in the upper right corner. Allow a couple of minutes for the credit card to be created on the Advanced Payment screen. Note: If you wish to delete a credit card from your account at any time, please send an to the ireceivables inbox by following the instructions in the Need Help section of this document (pg. 25). Note: On clicking of the Close Window button if the page does not close please ensure Enable Protected Mode is unchecked in Internet Options Security Internet If the window still does not close, you may need to click the X button in the upper right corner and reselect your invoice for payment. Your credit card was created and will be available for future payments. Page 10 of 26

11 14. Click on the Payment Method dropdown and select Previously Saved Credit Card. Page 11 of 26

12 Partial Payment on Invoice 15. Your recently created Credit Card Account will be selected. From this screen, you have the option to pay the full amount or a partial amount. Enter the amount you wish to pay in the Payment Amount field and then click the Recalculate button. 16. Click the Apply button to pay. Page 12 of 26

13 17. Confirmation Screen will be displayed. To see your payment, click on the View Payment button. 18. The Customer Payment screen will be displayed. Click on Print ereceipt to print your payment details. 19. A new window will open your ereceipt in a pdf version. Page 13 of 26

14 Multiple Invoice Payment 1. From the Account Details screen, select multiple invoices you would like to pay by checking the boxes next to each record and click the Pay button. 2. Select the credit card account you wish to pay from or create a new credit card account. Enter the full amount or partial invoice amount you wish to pay in the Payment Amount field and click on the Recalculate button. Page 14 of 26

15 3. Then click the Apply button, to apply payments to these invoices. Changing Passwords in ireceivables 1. Log into ireceivables: 2. Click Preferences, located in the top right. Page 15 of 26

16 3. Enter alphanumeric password into indicated fields (old password, new password, repeat password) 4. Click Apply button and await confirmation (shown at top of window). Page 16 of 26

17 Exporting invoice into EXCEL, HTML, PDF or RTF formats 1. Log into ireceivables: 2. Click 3. Click (located under account summary) associated with correct organization. 4. Click hyperlink for Total Open Receivables amount. Page 17 of 26

18 5. Select invoice(s) to be exported 6. Select type of template, locale, and format from pull downs. (additional information provided below) Available selections from pull downs: Template: All Receivable Transactions Header- contains high-level invoice information including Bill To location, Ship To location, Transaction, Type, Status, Amount Details. All Receivable Transactions Lines contains same information as All Receivables Transactions Header, with the Service Description added. Locale: English only Formats: EXCEL, HTML, PDF, RTF Page 18 of 26

19 7. Once selections have been made, click 8. Select Open or Save 9. Select Yes 10. Preview exported format selection (eg. EXCEL) Page 19 of 26

20 Converting exports into different formats other than EXCEL, HTML, PDF, RTF 1. Export desired selections into either EXCEL or RTF format. (please reference Exporting invoice into a different format (EXCEL, HTML, PDF, RTF), page 6) 2. Open downloaded EXCEL or RTF file 3. Select File, Save As 4. Select pull down from (Save as type:) and make selection of desired format. 5. Click Save 6. Open saved file and preview Page 20 of 26

21 Querying items by Organization or Currency Type 1. Click 2. Click (located under account summary) associated with correct organization. 3. Click pull down bar located next to Organization or Currency and make selection. Page 21 of 26

22 Querying items by Transaction Amount, Transaction Date or Due Date 1. Click 2. Click (located under account summary) associated with correct organization. 3. Click hyperlink for Total Open Receivables amount. Page 22 of 26

23 4. Select the status pull down and change to desired status type 5. Click Show More Search Options, apply any criteria to refine search Page 23 of 26

24 Changing your preferences 1. Paste into URL bar. 2. Locate and click on preferences, located in top right corner of page 3. Select pull down bar or fill in information you would like to update, click apply when complete Page 24 of 26

25 Set up Notifications 1. Locate and click on preferences, located in top right corner of page 2. Select Style from drop down 3. Select Do Not Send Me Mail if you do not want to receive notifications. Select HTML Mail if you would like to receive an when a new UL invoice is loaded in ireceivables. There is no difference in formats. 4. Click Apply to save any changes made Page 25 of 26

26 Need Help? 1. Paste into URL bar. 2. Locate and click on contact us in upper right corner 3. Click allow if pop up window appears 4. Provide any concerns or comments you may need addressed in body of . Page 26 of 26