This report shows all user activity on your Billdozer system. . Filter the user activity list by First Name, Surname, Date, Entity, Entity id, or Action column – see Common Tasks/Filtering Lists. . The following information is displayed for each user activity: Replay – Click the replay button to show […]
About Rejections by Batch
The Collected Batches – Rejections by Batch screen provides you with a list of all invoice batches that contain failed payments. You can move the failed payments to another batch, after which you can send the batch for payment again. Δ. Details of the failed payments are displayed under the […]
How to Send an Invoice Batch for Payment
Invoice batches that are ready for collection can be sent to the appropriate payment provider to issue a payment collection instruction for the amount outstanding on the invoices included in the batch. . Note: Payment providers must be correctly configured in order for the batch payments process to work correctly. […]
About Online Help
Billdozer comes with comprehensive online help. Online help can be accessed in one of two ways: . Billdozer Support Site – Provides a complete help system for the Billdozer system. Click on the required link under Article Categories to access help for the specified topic(s). Context sensitive help – Click the […]
About Configuration
This option allows you to configure a Subscription Management page for your users. You can configure or view the following subscription items: . URLs – provides a list of URLs that your clients can place in their websites so that their own clients can navigate to/from their website. Allowed Debit […]
How to Create a New Package
Click Create Package on the Package Management screen. The Package screen is displayed. Enter information in the following fields: Package Name – to identify the package. Escalation – choose the escalation from the drop-down list. The options available are those configured under Clients > Contract Escalations, or No escalation. Active […]
About Package Management
This option shows the packages that you have created, which are displayed on the subscription page. Portal Users can choose one of these packages when they sign up. The selected package is then used to create the recurring invoice. Packages are currently only used during the subscription process. . Existing […]
About Client Zone Tab
This option allows you to view and manage all portal users that can manage and pay their invoices online using electronic bill presentment and payment. . It also allows you to manage subscriptions and packages: . Configuration . Configuration – allows you configure what will appear on the subscription page, […]
About Payment Methods
. The View Payment Methods screen displays a list of all your contract clients, and provides a summary of the payment method for each of your contract clients. . Note: This option is only available to administrators. . Choose a radio button to filter the list to display the payment […]
Upload Templates
This option displays all configurations that have been used to import either bank statements or client data into Billdozer. . To make future imports easier, these upload templates are available in the associated ‘Existing upload configurations:’ drop-down list when importing either bank statements or client data. . Click the View […]
