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Videos uploaded by user “Utility Billing”
Utilitybilling - Introduction to Utilitybilling
 
04:54
Utilitybilling Introduction We will cover how to import the following: Create rate plan Import Customers Meters Meter Reads Opening Balances
Views: 820 Utility Billing
Utility Billing  Extra Tips 4 - Statements
 
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Utility Billing Extra Tips 4 - Statements Hi this is Zac Kibria and this video is Extra Tips 4 – Statements. In this video, I will be showing you how once you have entered all your information in the platform and gone through a bill run you can view statements for individual customers. To see statements, you will want to search for the customer in the search field and then click on their customer #. On the next screen click on the statements tab. Clicking on the blue button will open a screen which shows the customer’s statement broken down by item and charge. On the other hand, if you click on the green button it will open a screen with a PDF Statement for your customer which we can then be easily saved or printed. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 77 Utility Billing
Utility Billing  Extra Tips 6 - Bill Run Cycle
 
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Utility Billing Extra Tips 6 - Bill Run Cycle Hi this is Zac Kibria and in this video, I will be going through the Bill Run Cycle and how to set it up. The Bill Run Cycle option enables users to categorize their customers into separate Bill Run Groups so if you need to run a bill run you can set them up in separate cycles for your customers. To set up the bill run cycle you will first want to click the admin tab and look under billing. Then click Bill Run Cycles. In the Bill Run Cycles page, click Create new button. Finally, you will want to input details of the Bill Run Cycle (i.e. Cycle Name and customer numbers included in the cycle) and finally click the save button Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 100 Utility Billing
Utility Billing Extra Tips 3 - Contact Logs
 
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Utility Billing Extra Tips 3 - Contact Logs Hi this is Zac Kibria and today’s video is about how to manage your Contact Logs. The contacts feature in our platform is used to records all communication between your company and your customer. In addition, it acts as audit log and tracks every change that a user makes to a customer account or anything linked to it. While contacts such as phone conversations, emails, inquiries automatically. To get into the contacts log screen first, you will want to search for a customer in the search field and once you have found them you will click the contacts tab. Next to see the details for each contact, click Details button on the right-hand side. Now manually create a contact log and on the add contact log button – fill in the required fields and click save when finished. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 41 Utility Billing
Utility Billing Get Started 5 - Import Meter Readings
 
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Get Started 5 - Import Meter Readings
Views: 143 Utility Billing
Utility Billing  Payments 4 - Allocations
 
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Utility Billing Payments 4 - Allocations Hi this is Zac Kibria and the next video in the Payments series is Allocations. In this video, I will show you how to deal with allocations – specifically how to enable allocation settings, set allocation priority and adding and modifying allocations. So, to enable allocation settings you will want to click the Admin tab and look under group manager. Next, click edit group and scroll down to payment options and click Enable Payment Allocation. Lastly, click save changes button. Note that the allocation priority buttons only show up under the billing heading after you have enabled payment allocation. Also after this setting is enabled al payments are automatically allocated. Great, so now that we have done that, I will next show you how to set allocation priority. To do this first click admin tab and look under billings. Next click allocation priority and drag and drop items and arrange them accordingly. Last click update button to save any changes made. An important thing to note here is that to set allocation priority – you must ensure that you have created rate plans (This whole list is all of the existing roll up descriptions in all rate plans). The next thing to do is to manually allocate a payment. So, to allocate payments you must first have a statement to allocate to. In the customer page click payments tab. Fill up the fields for payment. Then click Make Payment button and click OK once confirmation popup is displayed (Note that this is only for a manual payment. All forms of payments will auto-allocate.) Next you will want to select a statement number and lastly allocate payment amounts accordingly. The last thing I will be showing you in this video is how to modify allocations. To modify allocations, you will want to click the payments tab, and in the tab, click View History button. After that click modify allocations button. Select transaction number and statement number. And finally allocate payments accordingly. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issue
Views: 110 Utility Billing
Utility Billing  Extra Tips 5 - Enable Customer Portal Access
 
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Utility Billing Extra Tips 5 - Enable Customer Portal Access for Customer Hi there is Zac Kibria and today’s video will show you How to Enable Customer Portal Access for a Customer. So, first you will search for the customer in search bar. Click customer #, then click details. Scroll down to Customer Portal Section and click to turn on button – ALLOW ACCESS. Click to create Password in the field below. Copy/Write down Customers # and Password. At the bottom of the page click customer and then finally click Save and then click ok. I wanted to also let you know- these manual steps are only for users who did not enable the customer portal initially. When you imported customers in the platform (Get Started); online access for customers is enabled by default. Under Enabled as well as password fields on the excel template our system will automatically Fill in YES for interest as well as generate a password for the password field. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 62 Utility Billing
Utility Billing Meter Reading App
 
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Utility Billing Meter Reading App Hi this is Zac Kibria and this video is going to show you about our Meter Reading App. In this video, I will be discussing the Utilibill Meter Reading App and discuss how downloading it can benefit your organization. Moreover, I will show you how to setup the app and how to use it effectively. Our Utilibill meter reading App for iPhone and iPad has tons of cool features that will enhance your overall experience in working with our platform and it is easily downloaded the iTunes App Store under Utilbill Meter Read App. Note Utilibill is our parent company- hence the name. The app does things like downloads your meter walk order and allows you to record each meter’s readings. When complete, it uploads the readings straight into the platform, records each meter’s readings and uploads everything into the system for billing. So, first I wanted to let you know that these instructions are intended for use by the appropriate person with Administrative rights to add new logins for the meter reading personnel or anyone wanting to access to app. So, for anyone requiring access to both the main cloud based web application and iPad app they will require two separate Login ID’s. Ok as mentioned earlier first I will be showing you how to setup the meter reading app. To use the app, you must setup a user for service privileges to use the app. So, first you will want to click the Admin tab, look under user manager and click users. Next click on the create new user button. After this you will want to add username and admin details you would like your new user to have and finally click blue save user button. (Note here it is important for the user to change their password upon initial login to their preferred password.) Finally go back to the user list and you will be able to change their access to web service only. So now that I have shown how to setup the meter reading app- I will now be showing you how to use the app. Now to login- you will want to login with your username (Meter Reader User ID) and Password (Meter Reader Password) click Save. Next, choose instance (which is the platform you are using) and click TEST to ensure that user details are activating and connecting with the environment. You will notice after the test a message will say ‘TEST OK’ OR ‘TEST FAILED’. If Test fails, ensure that the correct user details have been entered and that the user has Web Services Enabled in the system. Now you will want to click on the import icon and click download to load meters and walk orders. Finally, the last thing you will do is when the download has completed select Reads to access the reads schedule where you can enter new reads. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 636 Utility Billing
Utility Billing Payments 2 - Import Bulk Payments
 
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Utility Billing Payments 2 - Import Bulk Payments Hi this Zac Kibria and in this video, I will show you How to Import Bulk Payments from 3rd Party Systems. Payments are a record of transactions where the customer paid in the past manually on another system. To import bulk payments, you will want to click the admin tab and then look under import setup tools and click payments. Click to download the provided zip file, open the CVS template and cut and paste your payment information into the template. I will be using some date I created as an example. Next you will want to upload the data file - and to do this click on the browse button and open the file. Finally fill the description box and click on the upload file button. This should allow you to quickly import all your bulk payments into the system. Note that the steps are essentially the same as those undertaken during ‘Import Bulk Existing Customer Balances); however this is done for all the customer payments. Ideally you will want to import payments daily or as often as possible to ensure the payments and balances are updated. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 158 Utility Billing
Utility Billing  Get Started 3 - Setup Rate Plan
 
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Utility Billing Get Started 3 - Setup Rate Plan
Views: 226 Utility Billing
Utility Billing Get Started 7 - Bill Run
 
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Utility Billing Get Started 7 - Bill Run Hi this is Zac Kibria and in today’s video I will be discussing how to perform a bill run. The bill run screen provides a few options: namely how to search for old bill runs or perform a new bill runs. In this video however, we will be focusing on how to perform a new bill run. To do this, from the dashboard click bill run. Next click the run the bills button, input date parameter details for the bill run and run. Important things to note here are that the statement will be generated based on the parameters entered. Likewise, a message will appear about the status of the statement generation. There are a few key terms in the bill run section I did want to discuss in this video. (FROM) Recurring charge date - This is the date from which daily charges will be incurred. This date is typically the first day of the bill run. Use (TO) Issue Date – Date the bill is issued (DUE) Due Date – Date customer must be paid to avoid penalties In the next screen, you get to you can rollback, commit, download or email the bill run. Now we will make sure we can easily print the bill. To do this click a customer (make sure they have a positive balance). Click the settings tab from the customer’s screen – scroll down and click the button to enable print. Now go back to the bill run and check it out. As you can see we have rollback- which means you go back and can rerun the bill run if something you did was incorrect, commit- only if everything looks fine. After clicking to commit you can’t go backwards. Download- which easily lets you download a PDF statement and lastly email bill run- which allows you to email customers their bills and thus reduce paper waste. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel. We are constantly updating our software as well as adding new videos and playlists to enhance your experience and help you learn our platform. We hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 186 Utility Billing
Utility Billing Get Started 1 - Enter Organization Details
 
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Utility Billing Get Started 1 - Enter Organization Details
Views: 166 Utility Billing
Utility Billing Get Started 4 - Import Meter Numbers
 
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Utility Billing Get Started 4 - Import Meter Numbers
Views: 147 Utility Billing
Utility Billing - Get Started 2 - Import Bulk Customer List
 
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Get Started 2 - Import Bulk Customer List
Views: 114 Utility Billing
Utility Billing Extra Tips 1 - Move Out
 
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Utility Billing Extra Tips 1 - Move Out Hi this is Zac Kibria and this video will show you how to easily move out your customers. In this informative video, I will be showing you one of the features in our platform which is to give customers the ability to move out on their own. However, if you do not want customers to be able to move out themselves it’s important to note that this option is configurable and can be easily disabled. Excellent- now to allow customers to move out there are a few steps that must be undertaken. To get into the move out screen, first you will want to search for a customer in the search field and once you have found them you will click the services tab and then click the red move out button. This will open a screen where you will want to fill out all the required fields. Once you are done click Continue move out (once you click this the move out is final). That’s it. now you have easily moved out your customer. Note that clicking the move out and transfer button will move out the customers and then display the transfer page. This allows you to assign a meter to a new customer. Additionally, instead of again inputting addresses and meter details – these are carried over for the new customer via transfer page. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 91 Utility Billing
Utility Billing  Payments 5 - Security Deposit
 
06:47
Utility Billing Payments 5 - Security Deposit Hi this is Zac Kibria and this video in our payments series will focus on Security Deposits. In this video, I will be specifically showing you how to add, apply and return a security deposit. To add a security deposit to a customer’s balance, you will first search for a customer in the search bar. You can search for a customer using First or last name, address as well as customer number. From the customer tab – click the details tab up top. Now scroll down to Other Details and look at Security Deposit. If you have already had a security deposit added under the account – the balance should be displayed here as well as other details such as when it was create and by whom. Next click the blue + button next to Security Deposit- this should take you into the payments page directly. select security deposit from the transaction type drop-down menu. Select Deposit from Payment Method drop-down. Next enter required details and click Make Payment button. Finally Check Customer Details tab for security deposit total (this is separate and not credited or debited to the customer’s balance). Great now that we have seen how those changes are made search again for our customer in the top search menu. We can go back into the customer page and then details and see the security deposit we have entered for the customer. We will now continue the rest of the steps such as applying and returning a deposit. To apply a security deposit, you will want to be in the payments page. Now Click payments tab, select security deposit from transaction type drop down and then select transfer from payment method drop down. Enter required details and then click Make Payment button. The security deposit amount in the transaction will now be deducted and credited to the customer’s balance. To return a security deposit you will similarly want to be in the payments page. From here select security deposit for transaction type, and returned security for payment method, enter required payments and click make payments button. The security deposit amount in the transaction will now be deducted.
Views: 258 Utility Billing
Utility Billing Get Started 6 - Import Bulk Existing Customer Balances
 
03:49
Utility Billing Get Started 6 - Import Bulk Existing Customer Balances Hi This is Zac Kibria and in this Get Started video I will be showing you how to go about Bulk Importing Existing Customer Balances in the platform. Note this is only done once if you are switching over from another system. So, to import all your previous balances from another source it is quite simple. You will want to click Admin tab on top, look under Import Setup Tools and click Payments. Click to download the provided zip files. Open the CSV template. Here you will see the template we have provided for you. For the purposes of this video I have manually created some entries which I will be now putting into the format of the excel. You will want to cut/paste your relevant data into this format as well for it to work. Note that payment adjustments can be both positive or negative depending on the customer’s previous balance. After inserting your existing customer balances in the template, you will now want to click the … button to upload your file and then click upload file. Lastly you will want to click the green import button to finish importing into the system and then finally click OK button. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 64 Utility Billing
Utility Billing Payments 1 - Setup Online Payments
 
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Utility Billing Payments 1 - Setup Online Payments Hi this is Zac Kibria and this video is Setup Online payments. This video will go through how you can setup online payments for your customers through the online portal using Braintree. Although we do are able to work with different payment providers we highly recommend Braintree as it is integrated into your platform. If you want to be able to process a credit card you need to use a payment merchant. Braintree is a payment provider owned by PayPal. For this video, we will be showing you how to setup an account with Braintree-one you have signed upon the Braintree Payments website- they will then provide you this login details like the test ones I will be using. Alright so to set this up we need to follow some steps. First you will want to sign up to Braintree and go to the Braintree Payments Website. You will now receive a welcome email from Braintree (so don’t use a fake email at signup!). Next you will click on that link you were emailed to activate your Braintree account. Some of the details are grayed out but as you can see some of the details will be personalized. First click the search field and search for a customer by name of customer #. Once in the details tab scroll down to the Customer Portal section and ensure that access has been allowed and a password has been created. Ok great- so now you will want to look up top and click Admin tab- then under Payment Gateway select Group Payment. Now in the Manage payment Gateway of Group screen you will enter the details that you received from Braintree and PayPal- make sure Gateway status is active and direct debit active is set at yes. For the purposes of this video I will be using the test login details To Test the Setup, Use the Details Below Merchant Id:     7qp8pqrfpnt2y8yw Public Key:          ksg6tysr49gks4pq Private Key:        006fb0e18db1028e3bc5656dc5262c7d8 Once that is active and you are in the system copy the pay now URL to make it active for the customer portal. To do this Click Admin, Look under miscellaneous, click customer portal settings and then paste Pay Now URL. Copy Customer ID 225741, password: brad. And you are in! Once you are in you should see the click to pay now button on the top right. You should go ahead and click the pay now button to the top right and if you have done everything correctly it should open the form that allows you to enter in your credit card information as well as expiry date and allows you to pay online. Additionally, if using Braintree integration once bills are paid our system will automatically update the payment information on the customer portal dashboard. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel. We are constantly updating our software as well as adding new videos and playlists to enhance your experience and help you learn our platform. We hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 340 Utility Billing
Utilitybilling Reminders
 
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This video will show you how to setup and schedule reminders for your customers, edit the reminder templates and lastly see the activity in the Outbox.
Views: 52 Utility Billing
Utility Billing Extra Tips 2 - Add/ Edit Manual Meter Reads
 
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Utility Billing Extra Tips 2 - Add/ Edit Manual Meter Reads Hi this is Zac Kibria and this video going to teach you how to Add/ Edit Meter Reads. In this video, I will be walking you through the steps on how to both add and edit meter reads. To get into the add meter reads screen, first you will want to search for a customer in the search field and once you have found them you will click their customer #. So, to add meter reads- when you click on the meter reads tab, select the meter number you created for your customer that you wish to add a read, the click on Add read. Then you will fill in the required fields and click on the save button. Editing meter reads is also very simple. To do this you will search customer’s name on the search field. Go to the meter reads tab and click modify button. Finally make the necessary changes and click on the save button. Note: Typically your first reading will be on ‘Initial’ and the others will be ‘Actual’. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 71 Utility Billing
Utility Billing  Templates - Invoice Template Setup
 
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Utility Billing Templates – Invoice Template Setup Hi this is Zac Kibria and in this video I will be showing you how to go through the Invoice Template Setup. In this video, I will be showing you how to edit invoices, as well as use the advanced options. To edit invoices first, click the admin tab. Under miscellaneous click invoice setup. To Modify an invoice template, click the Edit button (blue marker icon). Lastly click next to proceed. There are several invoice templates we have provided you to use- you can even change options such as # of pages in your invoice, paper size and name and many more options. After choosing your options, selecting Save Invoice or Next will generate the invoice creator screen which I will go into details now. Awesome- the last thing I wanted to show you in this video is the invoice creator. This is a powerful tool that will require a more in-depth walkthrough video – but the basics are incredibly simple. Simply drag and drop fields as you see fit and once you are satisfied with the invoice you can go ahead and create a bill run. If you want to be more creative call on your web designer to make the invoice look exactly as you want it. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 169 Utility Billing
Utility Billing Payments 3 - Manual Entry of Payments
 
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Utility Billing Payments 3 - Manual Entry of Payments Hi this is Zac Kibria and in this video, I will be teaching you how to manually enter payments into the system. You might have to do this in certain scenarios: e.g. If a customer calls in and ask you to process a card over the phone OR if you have a check payment a customer mailed to you (you would need to enter it, and then bank the check) The steps to Manually enter payments are as follows. First search customer’s name or customer account number on the search bar. Click Customer # of customer for whom we are adding a charge. Next click payments tab, click transaction type drop down and select payments. Click payment method and select method to be used i.e. credit card or check. For this tutorial I will be using cash- so I don’t have to process anything. After this under payment details you must now enter receipt email as well as payment amount. Lastly click blue make payment button to complete the payment and a receipt will be sent to your customer’s email address. Just a quick note- by default the allow duplicate transaction option is unchecked. This is a failsafe in the system to ensure you do not register the same payment twice. You can click to allow duplicated if you require for certain situations e.g. credit card limit is 5K and your bill is 10K and you want to be charged twice. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 126 Utility Billing
Utility Billing Get Started 2  Import Customer List
 
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Utility Billing Get Started 2 Import Customer List
Views: 20 Utility Billing
Utility Billing Templates - Email Templates
 
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Utility Billing Templates - Email Templates Hi this is Zac Kibria and in this video I will showing you how to manage your Email Templates. A useful feature in our platform is the ability to create email templates which users can setup and use to communicate with their customers. Some of the types of templates users can create include: invoices, reminders, feedback and receipts. So, to setup the email templates you will first click the admin tab. Then look under communications and click templates. Next fill in all the required fields and click preview button to see the layout of the email. After this click on the validate button to validate tags provided by users in the template and finally click save when finished. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 51 Utility Billing
Utility Billing  Get Started 8 - Setup Customer Portal
 
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Utility Billing Get Started 8 - Setup Customer Portal Hi This is Zac Kibria and this video on how to Setup Customer the Portal. The Customer portal is an amazing tool which allows your customers to login, check their statement, pull pdf statements, view usage graphs and pay bills online. They can even enter final meter readings and move out on their own. In this video, I will be showing you how to enable customer portal access as well as how to configure the customer portal settings. Let’s start with the steps to enable customer portal access for individual customers. First you will want to look up top and click the Customer tab, fill in all the details (James Dean, # 1-8000 001-0003). Next you will want to scroll down till you see the Customer Portal Section and here you will click the allow access button to enable to portal. Next, in the field underneath you will set a password for when you login to the portal. Lastly go down to the bottom of the page and click the Blue Save Customer button to save these changes, Awesome so now we have enabled the customer access to the customer portal. Next we will want to configure the customer portal settings. The customer portal settings enable users to customize the display of sections within the portal. To change the customer portal settings the steps we need to click the Click Admin tab and then Under Miscellaneous select Customer Portal Settings. In this next screen, you will see that there are 3 main areas of interest here: Customer Portal Settings, Work Flow Settings, FAQ Page Editor. Let’s tackle these areas one by one and see how to set them up. Alright well first want to deal with the Company Logo URL. To do this, it is recommended that you upload the logo online and then link the website URL in the blank field. Great, now underneath you will notice the Pay now URL field. This is where users should input their previously setup Customer Payment Link (From Braintree Payment Gateway Setup). So, to retrieve the Pay Now URL there are a few steps you need to complete. First, click on the admin tab, look under payment gateway and click Group Payment. Next you will want to scroll down to the customer payment page and click the green Customize payment button to retrieve the URL. (This will only be enabled and visible if you could log in with your Braintree logins correctly). Lastly click the blue save button. It’s important to note here that users can check all modifications made to the customer portal by selecting Go to Customer Portal at any time (This will only be possible if at least one customer’s portal access has been activated. So now that that section is over look a little further down the page to Work Flow Settings. This section allows customers using the customer portal interface to log complaints, provide feedback, advise on payments, as well as many other options. Click the blue button to edit the flow. Lastly we are going to be looking at the FAQ page editor. This area is where users can create their own FAQs for customers. This page is HTML so you can customize the page however you would like it to look. Once you are done click Save Page. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 670 Utility Billing
Utility billing - Updated Customer Portal
 
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Utility billing - Updated Customer Portal
Views: 49 Utility Billing
Utility Billing Importing Once Off / Recurring Charges
 
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Utility Billing – Importing Once-Off / Recurring Charges Hi this is Zac Kibria and in this billing video I will be showing you how to import once-off and recurring charges into your platform. To import once-off charges click admin tab. Under setup tools click payments. Click the admin tab and then look under import setup tools and click payments. Click to download the provided zip file, open the CSV template, and enter your once-off charge. For the purposes of this video I will be using some data I made up as an example. Next you will want to upload the data file - and to do this click on the browse button and open the file. Finally fill the description box and click on the upload file button. To import recurring charges the steps are very similar. Click the admin tab and then look under import setup tools and click recurring charge. Click to download the provided zip file, open the CSV template, and enter your recurring charges into the template. For the purposes of this video I will be using some data I made up as an example. Next you will want to upload the data file - and to do this click on the browse button and open the file. Finally fill the description box and click on the upload file button. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
Views: 49 Utility Billing

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