eci self service billing portal user...

ECireg Self Service Billing Portal User Documentation

Updated August 2017

copy 2017 ECi Software Solutions Inc

ContentsIntroduction 3Logging In for the First Time 3Account Settings 6

Changing Your Password 7Editing Your Billing Address 7

Working with Invoices 8Viewing and Printing Invoices 8Exporting Invoices 10Viewing the Statement of Account 10

Payments 11Paying Invoices Manually 11Existing Auto Pay Customers 13Enabling Auto Pay Credit Cards for the First Time 13

Editing Auto Pay Credit Cards 14Enabling Auto Pay Bank Accounts for the First Time 15

Editing Auto Pay Bank Accounts 15

3

ECi Self Service Billing Portal User Documentation

continue to next page

IntroductionWelcome to ECirsquos Self Service Billing Portal (SSBP) Here you can manage each of your ECireg accounts from one central secure PCI compliant portal From the SSBP you can do the following

bull Change user information

bull Review and print invoices

bull View aged statements

bull Pay invoices

Logging In for the First TimeWhen logging in for the first time you must establish a password for your account

To do so

1 Navigate to billingecisolutionscom

2 Click Forgot Password The Password Reset page opens See the figure on the following page

4



3 Click the Email Address box and enter your email address This is your accounts payable email address provided to ECi

4 Click Submit An email containing a reset password link is sent to the email address you provided

5 Open the email and click the Reset Password link The Password Reset page opens again

5



6 Click the Enter New Password box and enter your new password

Note Passwords must be at least eight characters must contain one uppercase character one lowercase character and one number

7 Click the Confirm New Password box and enter your password again

8 Click Submit Your password is changed

9 Log in with your new password

91 Click the Enter Your Username box and enter your email address

92 Click the Enter Your Password box and enter your password

93 Click Login

10 The Product Selection page opens See the figure on the following page Click the product logo for the account with which to work

6



The My Account page opens and displays your account information and your recent account history

Account SettingsOn the Account Settings page you can change your password and update your billing address

7



Note You cannot change your user nameemail address in the SSBP To change your user nameemail address contact ECi at receivablesecisolutionscom

Changing Your Password1 Under Account Settings click Email and Password The Change Login Details page opens

2 Click the Current Password box and enter your current password

3 Click the New Password box and enter your new password Remember that passwords must be eight characters and must contain at least one uppercase character one lowercase character and one number

4 Click the Confirm New Password box and re-enter your new password This must match the New Password box exactly

5 Click Submit When you change your password an automated email notifying you of the change is sent to youremail address

Editing Your Billing AddressNote Your billing address must match the address on your credit card statement to avoid delays in the

authorization process

1 Under Account Settings click Address Book The My Addresses page opens

8



2 Click Edit

3 Click each box and enter new information over the existing information Boxes marked with a red asterisk () are required

Note You cannot change your company name or your country

4 Click Submit

Working with InvoicesYou can view print and export openpaid invoices for your accounts See the following sub-headings for more information

Viewing and Printing InvoicesYou can view and print openpaid invoices for your account

1 Under Payments click Invoice History The My Invoices page opens If an invoice is open an amount displays in the Amt Pending column If it is paid or credited an amount displays in the Amt PaidCredited column See the figure on the following page

9



2 To limit the invoices that display by due date click the Quick Search-Show Invoices drop-down menu and select the date range to view

3 You can further filter the invoices that display To do so

31 Click More Search Criteria

32 Click the Invoice NumberOrder Number box and enter an invoice number andor click the Payment Reference box and enter a payment reference

33 Click the Payment Status drop-down menu and select All Pending or Paid

34 Click Submit

4 To display more records on this page at a time click the Records Per Page box enter the number of records to view and click Go

5 To view invoice detail click the invoice number The Invoice Details page opens and displays your invoice See the figure on the following page

10



6 Click Print Invoice to print the invoice

Exporting Invoices1 Under Payments click Invoice History The My Invoices page opens

2 Search for the invoice(s) to export See Steps 2-3 under the Viewing Invoices heading

3 Check the Export box next to the invoice(s) to export

4 Click the Invoice Export Options drop-down menu and select Invoice Detail or Invoice Summary

5 Click Export A PDF containing the invoice(s) you selected downloads

Viewing the Statement of AccountUnder Statement of Account click Aged Statement The Aged Statement page opens and displays the aged statement for your company See the figure on the following page

11



PaymentsThe options in the Payments section allow you to review invoice history manually pay invoices and enable the Auto Pay feature

Paying Invoices Manually1 Under Payments click Invoice History The My Invoices page opens

2 Search for the invoice(s) to pay See Steps 2-3 under the Viewing Invoices heading

3 Check the Pay box next to the invoice(s) to pay The Payment box for each row you select displays the invoice total and the Total box displays a running total for all of the invoices you select

4 Click the Pay Via drop-down menu and select Credit Card or ACHVirtual Check If you are paying by credit card go to Step 5 If you are paying by ACHvirtual check go to Step 6

Note Payment by ACHvirtual check is available only to customers using a United States bank account

5 To pay invoices via credit card

51 Click the Name on Card box and enter the name as it appears on the card

52 Click the Card Number box and enter the credit card number

53 Click the Card Type drop-down menu and select Master Card American Express Visa or Discover

54 Use the Expiration Date drop-down menus to select the expiration month and year for the card

55 Click the Security Code box and enter the CVVCSC code for your card This is a three-digit code on the back of your Visa or Master Card and a four-digit code on the front of your American Express card

12



56 Check the Terms amp Conditions Applied box You must check this box to proceed

57 Check the Preferred box if this is your preferred method of payment

58 Check the Save box to save this card for future payments

59 Click the Save As box and enter a unique identifier for this card This populates the My Credit Card drop-down menu

510 Go to Step 7

6 To pay invoices via ACHvirtual check

61 Click the Bank Name box and enter the name of your bank First Union for example

62 Click the Routing Number box and enter your routing number

63 Click the Name on Account box and enter the name on the bank account

64 Click the Account Number box and enter your account number

65 Click the Account Type drop-down menu and select Checking or Saving

13



66 Check the Save box to save this bank account for future use

7 Click Pay Via Secure Server Once the payment is processed a confirmation message displays in green

Existing Auto Pay CustomersIf you are an existing Auto Pay customer your payment information (credit card or ACH) is stored securely in the SSBP You do not need to re-enter your payment information To change your payment information see either the Editing Auto Pay Credit Cards heading or the Editing Auto Pay Bank Accounts heading

Enabling Auto Pay Credit Cards for the First TimeIf you enable Auto Pay your credit card is automatically charged for any past due andor current invoices Future invoices are charged as they become due This includes one-time charges When your credit card is charged on the due date an automated email is sent to alert you of the payment

1 Under Payments click Auto Pay CC The Auto Pay page opens

2 Click Add New Credit Card

3 Click the Save As box and enter a unique identifier for this card This can be anything that helps you identify the card such as a nickname

4 Click the Name on Card box and enter the name on the credit card

14




6 Click the Card Type drop-down menu and select the card type You can choose from Master Card American Express Visa or Discover

7 Use the Expiration Date drop-down menus to select the expiration month and year

8 Check the I Agree to Automatic Payment Terms amp Conditions box

9 Click Submit The card is saved

Note If you already have a card on file and you add a new one the existing card is automatically disabled and the new card is enabled However you can re-enable the other card if needed See the heading Editing Auto Pay Credit Cards for more information

Editing Auto Pay Credit Cards1 On the Auto Pay page click Edit next to the card to edit

2 Click each box and enter new information over the existing information Because card information is masked you must re-enter the name on the card and the card number even if this information has not changed from the original entry

3 Check the Auto Pay box to enable this card for Auto Pay Clear it to disable this card for Auto Pay


5 Click Submit

15



Enabling Auto Pay Bank Accounts for the First TimeIf you enable Auto Pay ACH your bank account is automatically charged for any past due or current invoices Future invoices are charged as they become due This includes one-time charges When your bank account is charged on the due date an automated email is sent to alert you of the payment

Note Payment by ACHVirtual Check is available only to customers using a United States bank account

1 Under Payments click Auto Pay ACH The ACH Bank Details page opens

2 Click the Bank Name box and enter your bankrsquos name

3 Click the Routing Number box and enter the routing number for your bank account


5 Click the Account Number box and enter the bank account number


7 Check the I Agree to the Automatic Payment Terms amp Conditions box You must check this box to continue

8 Click Submit Your bank account is saved

Note If you already have a bank account on file and you add a new one the existing account is automatically disabled and the new account is enabled However you can re-enable the other account if needed See the heading Editing Auto Pay Bank Accounts for more information

Editing Auto Pay Bank Accounts1 On the Auto Pay ACH page click Edit next to the bank account to edit The bank account information

displays in the boxes on the lower half of the page

16


2 Click each box and enter new information over the existing information

3 Check the Enabled Auto Pay box to enable this bank account for Auto Pay ACH Clear it to disable this account for Auto Pay ACH


5 Click Submit

Thank you for being a loyal ECi Customer We look forward to improving your customer experience with us If you have questions andor issues when using the SSBP contact us at receivablesecisolutionscom

Introduction

Logging In for the First Time

Account Settings

Changing Your Password

Editing Your Billing Address

Working with Invoices

Viewing and Printing Invoices

Exporting Invoices

Viewing the Statement of Account

Payments

Paying Invoices Manually

Existing Auto Pay Customers

Enabling Auto Pay Credit Cards for the First Time

Editing Auto Pay Credit Cards

Enabling Auto Pay Bank Accounts for the First Time

Editing Auto Pay Bank Accounts

copy 2017 ECi Software Solutions Inc

ContentsIntroduction 3Logging In for the First Time 3Account Settings 6

Changing Your Password 7Editing Your Billing Address 7

Working with Invoices 8Viewing and Printing Invoices 8Exporting Invoices 10Viewing the Statement of Account 10

Payments 11Paying Invoices Manually 11Existing Auto Pay Customers 13Enabling Auto Pay Credit Cards for the First Time 13

Editing Auto Pay Credit Cards 14Enabling Auto Pay Bank Accounts for the First Time 15

Editing Auto Pay Bank Accounts 15

3







bull Pay invoices


To do so



4






5










93 Click Login


6





7












8



2 Click Edit



4 Click Submit




9








34 Click Submit



10










11















12







510 Go to Step 7







13











14













5 Click Submit

15
















16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







3







bull Pay invoices


To do so



4






5










93 Click Login


6





7












8



2 Click Edit



4 Click Submit




9








34 Click Submit



10










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510 Go to Step 7







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16





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Account Settings





Exporting Invoices


Payments







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6





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9








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16





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Introduction


Account Settings





Exporting Invoices


Payments







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6





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4 Click Submit




9








34 Click Submit



10










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16





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Account Settings





Exporting Invoices


Payments







6





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510 Go to Step 7







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Introduction


Account Settings





Exporting Invoices


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10










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510 Go to Step 7







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Introduction


Account Settings





Exporting Invoices


Payments







8



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4 Click Submit




9








34 Click Submit



10










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510 Go to Step 7







13











14













5 Click Submit

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16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







9








34 Click Submit



10










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510 Go to Step 7







13











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5 Click Submit

15
















16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







10










11















12







510 Go to Step 7







13











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5 Click Submit

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16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







11















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510 Go to Step 7







13











14













5 Click Submit

15
















16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







12







510 Go to Step 7







13











14













5 Click Submit

15
















16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







13











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5 Click Submit

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16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







14













5 Click Submit

15
















16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







15
















16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







16





5 Click Submit


Introduction


Account Settings





Exporting Invoices


Payments







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