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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
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