1 © 2005 – 2009 Inovium Corporation – All rights reserved COMPANY / AGENCY USER MANUAL Segment 1 A/R and Payment Version 1.0.1 April 30, 2009 Refer to.
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1© 2005 – 2009 Inovium Corporation – All rights reserved
COMPANY / AGENCY USER MANUAL
Segment 1
A/R and Payment
Version 1.0.1
April 30, 2009
Refer to Segment 2 for Preferences – ADMIN - Reports
2
InoviumPay 2.0 – General Index
Segment 1 (enclosed)
• GENERAL RULES Access to System and selection of payers
• A/R VIEW View specific payers’ A/R data and aged A/R Report
• PAYMENTS Record manual payments, (Credit Card and Check) add invoices and schedule fixed and variable payments
See Segment 2 for:
• PREFERENCES
Set up profiles, Import / Export capability, Rapid Deposit Manual, RPC Gateway, and EFT Reconciliation
• ADMIN TOOLS
Admin Settings, Predefined Charges, Communication Center, Mobile Payers/Payments
• REPORTS Predefined Report Generator, Custom Report Generator
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A/R Solutions
InvoicePayerPayments
Remote Deposit Capture (RDC)
Paper Checks Credit Cards
e-payment
Company / Agency Accounting System
System Flow
© Copyrighted – 2005 – 2009 All Rights Reserved – Inovium Corporation
Cash Over Counter
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InoviumPay 2.0 – General Rules - System Login
User Name and Password to Login provided by Inovium Corporation
Or by Company System Administrator
URL https://inoviumsolutions.com/V2/login.php
Company Name and User Name
(a) Help User Manuals
(a) Help - Segment 1 Manual - A/R View & Payments
(a) Help - Segment 2 Manual – Preferences – Admin Tools - Reports
Easy as 1 -2 - 3
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InoviumPay 2.0 – General Rule
Standard Access – Specific Payer Search
Step 1 – Click here to Select Payer
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InoviumPay 2.0 – General Rule - Specific Payer Search
Step 2- Enter data in any or all the fields, or view all payers
If the payer is not in the database then you must manually enter the payer’ data
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InoviumPay 2.0 – General Rules – Select payer
Step 3 - Click on the email address of the payer to be processed
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InoviumPay 2.0 – General Rule
Please note in screens 5, 6, and 7 the steps you must do in order to retrieve a specific payer. If, for example, you want to search for someone named ‘Smith’ and you are not sure of the specific name then all Smiths can be shown and you then select the Payer you want to process.
You will be able to access any of the following nine links with only one payer selection action:
Tab
A/R VIEW - View Payer History View Payer A/R View Last 30 Days Payments View Current Month Payments
Aged A/R
PAYMENTS - Mail/Over Counter Payments Add Charges to Payer Credit Card Payment View Current Month Payments
Check Payment Fixed Scheduler Variable Scheduler
End of General Rules
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InoviumPay 2.0 –
A/R VIEWView Payer History
View Payer A/R
View Last 30 Days Payments
View Current Month’s Payments
A/R Aged Report
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InoviumPay 2.0 – View Payer History
Accounts Receivable History displayed from date of posting
of payer at inception
Under “Invoice No.” you can click to view original invoice
The invoice can be viewed, printed or sent by email
to the payer
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InoviumPay 2.0 – View Payment History
Payment History Data
Under “Applied to” you can click to view original invoice
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InoviumPay 2.0 – View Last 30 Days Payments
Data displayed for last 30 days period
Under “Applied to” you can click to view original invoice
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InoviumPay 2.0 – View Current Month Payments
Data displayed for current calendar month
Under “Applied to” you can click to view original invoice
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InoviumPay 2.0 – Aged A/R Reports
Aged A/R based on true 90 day period
To search for a specific payer click on CTRL+F and then click on Payer command
Click on payer command to access specific payer
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InoviumPay 2.0
PAYMENTSMail / Over Counter Payments
Credit Card Payments
Check Payments
Add Charges to Payer or New Invoice
View Current Month Payments
Fixed Scheduler
Variable Scheduler
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InoviumPay 2.0 – Mail / Over Counter Payments
Select all invoices that are to be credited to Payer account
Select Payment Type
Enter Check # or Description
Enter Amount or Credit
Post Credit Applied to Payer
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InoviumPay 2.0 – Mail / Over Counter Credit Card Payments
Select all invoices that are to be credited to Payer account
Select Credit Cart Type
Enter Credit Card + CVA #
Enter Amount or Credit
Post Credit Applied to Payer
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InoviumPay 2.0 – Mail / Over Counter Check Payments
Select all invoices that are to be credited to Payer account
Select Bank Name
ABA Routing # + Account #
Enter Amount or Credit
Post Credit Applied to Payer
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InoviumPay 2.0 – Mail / Over Counter – Printed Receipt
1, Click on above link to view receipt 2. Receipt will appear as a PDF and print on 8.5” x 11” paper
3. Three Receipts: For Payer - For Clerk - For Audit Control
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InoviumPay 2.0 – Add Charges to Payer (Invoice)
If more then one item is to be added to invoice, manually change “Items on invoice”
Default Item is set to 1 – If you are entering more then one item just enter the number of invoice lines
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InoviumPay 2.0 – Add Charges to Payer (Invoice)
Example showing 3 Items Selected
Quantity X Unit Price – total will be calculated
Select pull down menus that are applicable
Click to Add Charges
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InoviumPay 2.0 – Fixed / Variable Scheduler
Each authorized Company user can define as many recurring payments as needed. The number is not limited by the Payer, so the system will allow more then one scheduled payment for each Payer.
This section of InoviumPay is segmented into 2 main subsections:
Fixed Scheduler paymentsVariable Scheduler Automatic payments
The recurring payments section can be accessed using the Fixed / Variable Scheduler link above.
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InoviumPay 2.0 – Fixed Scheduler
Fixed Scheduler
The fixed scheduler is intended to address the needs of regularly scheduled
payments, each with the same amount (e.g., a rental payment that is due on the
same day every month).
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InoviumPay 2.0 – Fixed Scheduler
Edit an existing payer already posted on the Fixed scheduler by clicking on Edit Link
Add a Payer to Fixed scheduler by batch or Add New Payer to the scheduler
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InoviumPay 2.0 – Fixed Scheduler
The fixed scheduler performs the following actions:
1. It posts the amounts to the gateway processor for the items scheduled in a specific day2. If the payment is accepted and an invoice is generated, it is marked as processed and
posted to Payer’s history of payment. A notice is created and emailed or faxed to the Payer
3. If the payment is denied, an invoice is generated and posted to Payer’s balance. The Payer will then have to process it manually
All scheduler-created invoices bear an invoice number starting with the digits 888. This makes them easier to identify.
The shipping information and cost (optional) will be posted to each invoice generated
The scheduled items can be processed in five modes:
Once a month - Once a week - Every 2 weeks - Every 3 months (quarterly) - Annually
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InoviumPay 2.0 – Variable Scheduler
Variable Scheduler payments The automatic payments tool is slightly different from the Fixed Scheduler. This tool calculates the amount that needs to be processed based on the Payer’s balance. The payment date can be a specific date, or invoices can be processed on due date.
Adding an automatic payment takes two steps:
The first step requires the period of the Automatic payment and Payer’s informationThe second step requests billing information.
Refer to next slide for an example of a completed Variable Scheduler payment form
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InoviumPay 2.0 – Variable Scheduler
Edit an existing Payer already posted on the Fixed scheduler by clicking on Edit Link
Add a Payer to Fixed scheduler by batch or Add New Payer to the scheduler
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For Customer Service – Please contact:
Inovium Corporation
10300 W Charleston Blvd. #13-214
Las Vegas, Nevada 89135
702-254-6385 FAX 702-926-9629
admin@inovium.com
Customer Service Hours
Monday – Friday
7 AM to 5 PM Pacific time
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