Contents

Title and Copyright Information

Preface

• Documentation Accessibility

1 Getting Started with Billing Care

• About the Billing Care User Interface
• About Authorization
• About the User Menu
• About the Account Bar
• About the Actions Menu
• About the Home Section
• About the Bills Graph
• About the Bills Section
• About Exporting Grid Contents

2 Creating and Finding Accounts

• Finding an Account
  • Search Dialog Box
  • Sorting Search Results
• Creating an Account
• Terminating or Inactivating Account Services

3 Account Information

• Viewing and Changing Account Information
  • Changing Customer Security Hints and Answers
• Account Profile Dialog Box
• Changing the Account Status
  • Products and Account Status
  • Hierarchical Groups and Account Status
• Account Status Dialog Box
• Working with the News Feed
• News Feed
• About Balances
• Viewing Balances
• Purchasing Additional Products and Services
• About Account Assets
• Viewing Assets
• Working with Assets
• Finding a Bill
• Viewing Bill Details
• Viewing Refunded Bills
• Viewing an Invoice
• Working with Events
• Events Dialog Box
• Working with an Account in Collections
• Collections Section
• Returning to the Landing Page

4 Payments

• Making a Payment
• Make a Payment Dialog Box
• Viewing Payment Details
  • Payment Details Dialog Box
    • Fields for All Payments
    • Additional Fields for Cash
    • Additional Fields for Checks
    • Additional Fields for Wire Transfers
    • Additional Fields for Interbank Payment Orders
    • Additional Fields for Postal Orders
  • All Payments Dialog Box
• Allocating Payments
• Allocating a Payment
  • Allocating a Payment to a Bill Unit or an Item
• Allocate Payment Dialog Box
• Reversing a Payment
• Working with Suspended Payments
  • Finding a Suspended Payment
  • Payment Filter
  • Suspended Payment Details
  • Allocating a Suspended Payment
  • Allocating a Suspended Payment across Multiple Accounts
  • Adding Notes to a Suspended Payment
  • Assigning Suspended Payments to Billing Care Users
  • Reversing a Suspended Payment
  • Withdrawing a Posted Payment into Suspense
  • Manually Creating a Suspended Payment
• About Batch Payments
  • About Batch Payment File Directories
  • Configuring Auto Processing of Batch Payment Files
  • About Batch Payment Template Files
  • Uploading Batch Payment Files to the Billing Care Server
  • Importing Batch Payment Files Manually Using Billing Care
  • Viewing Imported File Status and Errors
    • About Batch Processing Errors
  • Processing Payments in Foreign Currencies
  • Viewing Batch Payment Processing History
  • Viewing Suspended Batch Payments
  • Reversing Failed Batch Payments

5 Accounts Receivable

• About Adjustments
• Making a Currency Adjustment
  • Account Adjustment Dialog Box
• Allocating Currency Adjustments
  • Allocating an Adjustment to a Specific Bill Unit or Specific Items
• Allocate Adjustment Dialog Box
• Creating a Bill on Demand
• Adjusting a Bill
• Bill Adjustment Dialog Box
• Allocate Adjustment Dialog Box
• Adjusting an Item
• Item Adjustment Dialog Box
• Adjusting an Event
• Event Adjustment Dialog Box
• Making a Noncurrency Adjustment
• Non-Currency Adjustment Dialog Box
• Viewing Account Adjustment Details
• Viewing Event Adjustment Details
• Account Adjustment Details Dialog Box
• Disputing a Bill
• Dispute Bill Dialog Box
• Settling a Bill Dispute
• Settle Bill Dispute Dialog Box
• Refunding a Bill
• Refund Bill Dialog Box
• Writing Off an Account
• Write Off Account Dialog Box

6 Account Hierarchies

• About Organization Hierarchies
• Adding an Account to an Organization
• Viewing Organization Hierarchies
• Creating Organization Hierarchy Relationships
• Editing Organization Hierarchy Relationships
• Removing an Account from an Organization Hierarchy
• About Billing Hierarchies
• Configuring a Bill Unit for Payment by a Parent Account
• Changing a Bill Unit's Parent Account
• Returning a Bill Unit to an Account's Own Payment Method

7 Financial Setup

• Working with Payment Methods
• Adding a Payment Method
• Financial Setup New Payment Method Section
• Editing a Payment Method
• Financial Setup Edit Payment Method Section
• Deleting a Payment Method
• Adding Additional Bill Units to an Account
• Editing a Bill Unit
• Changing a Bill Unit's Invoice Template
• Assigning a Bill Unit for Payment by Another Account
• Financial Setup Bill Unit Section
• Financial Setup Edit Bill Unit Section
• Adding and Changing Basic Tax Information
• Adding Tax Exemptions
• Financial Setup Tax Setup Section