The Rejected Invoices screen provides you with a list of all invoices that contain rejected payments. You can move the rejected payments to another batch, after which you can send the batch for payment again. Δ. Details of the rejected invoices are displayed under the following headings: Actions – choose […]
About Client Telephones
This option lists the telephone numbers of all clients configured in your Billdozer system. It is typically used to quickly locate a specific client’s telephone number. Δ. To help locate a specific client telephone number, you can filter the displayed client list by Account Number, Name, ID Number, Category 1, […]
About Failed Payment Methods
The Failed Payment Methods screen displays a list of all the failed payment methods for your contract clients. . Note: This option is only available to administrators. . Choose a radio button to filter the list of failed payment methods according to the following criteria: Δ. All Errors – displays […]
About MailChimp
You can configure Billdozer to integrate with your existing MailChimp account as follows. Δ. Click General Settings > MailChimp. The MailChimp Configuration screen is displayed. Tick the Enable MailChimp Integration check box. Configure MailChimp as required. Click Help – How to configure MailChimp for more information. Click Save Configuration when […]
About Clickatell
You can configure Billdozer to integrate with your existing Clickatell account as follows. Δ. Click General Settings > Clickatell. The Clickatell Configuration screen is displayed. Tick the Enable Clickatell Integration check box Configure Clickatell as required. Click Help – How to configure Clickatell for more information. Click Save Configuration when […]
About Clawback
Some companies pay commission to sales consultants for each contract that the consultant sells to a client. If the contract does not meet certain criteria, for example if a collection fails within the first three months, then the commission paid to the sales consultant must be returned (clawed back). Δ. […]
About API Audit
This report displays an activity log showing all activity on your Billdozer system via the API interface. . Additional list filtering can be done by Biller, Key, Date, Action, Resource, Message or Status column – see Common Tasks/Filtering Lists. . The following information is displayed for each API Activity: Id […]
About Card Expiry Report
This option indicates which cards used by your Billdozer system are approaching the card expiry dates. . You can configure the list to only display cards that are going to expire within the next 1, 2, 3, or 4 months by selecting the appropriate radio button. You can also check […]
About Contact Demographics Report
This report allows you to access different information with regards to the contact persons for each of your clients configured in Billdozer. . To help locate a specific contact demographics, you can filter the displayed list by Account #, Contact Name, or Reference # column – see Common Tasks/Filtering Lists. […]
About Debit Notes Report
This report displays all debit notes that were issued to clients within the specified time period. . Filter the displayed debit notes by Account or Client column – see Common Tasks/Filtering Lists. . Click in the Date Issued From and To fields and select the dates from the respective calendars […]
