• Fundamental Logo

    Vision Support

  • Menu
  • KNOWLEDGE BASE
    • Admin Utilities
      • Authorization
      • Calendar
      • Company Wide Dashboards
      • Contract Management
      • Credits
      • Locations
      • Network Events
      • Preseem Packages
      • Service Items
      • Service Offers
      • Service Packages
      • Mass Shopping Cart
      • Subscriber Management
      • Email Templates
      • Support SMS
      • Tickets
      • Users
      • Workflows
    • Dashboard
      • Map Layers
      • Report Cards
    • Calendars
    • Inventory
      • Manufacturers
      • Purchase Orders
      • Vendors
      • Warehouse
    • Network
      • Circuits
      • Events
      • Hardware
      • IP Addresses
      • Monitoring
        • Monitoring Templates
      • Outside Plant
        • Contract Drop Locations
      • Phone
      • VLANs
    • Operations
      • Billing
        • Batch Notifications
        • Batch Transactions
        • Check Processing
        • Credit Receipts
        • Invoices
        • Payment Receipts
        • PDF Settings
        • Reports
      • Inventory
        • Report Builder
        • Warehouses
      • Marketing
      • Network
        • Audits
        • Network Events
        • Reports
        • Report Builder
        • Track My Truck
      • Regulatory
      • Projects
      • Subscribers
      • Tickets
      • Workflows
    • Portal
    • Public Shopping Cart
    • Subscribers
      • Account Page
      • All
      • Attachments
      • Calendar
      • Contacts
      • Invoices
      • Locations
      • Notes
      • Onboarding
      • Payments
        • Recurring Payments
        • Credits
      • Portal
      • Reports
      • Services
      • Summary
        • Cards
      • Tags
        • Tags
      • Tickets
    • User Settings
    • Workflow Processes
  • Roles
    • Administrators
    • Billing Department
    • Customer Service
    • Field Techs
    • Inventory
    • Marketing
    • Network Ops
    • Outside Plant
    • Tech Support
  • Resources
    • FAQ
    • How-to Videos
    • Icon Glossary
    • Key Terms
    • Learn the Basics
    • Learn More
    • Search Tips
  • Integrations
  • SUPPORT
    • Contact Us
    • Release Notes
  • KNOWLEDGE BASE
  • Operations
  • Billing
  • Check Processing

Check Processing

operations billing check processing

The Check Processing tab on the Billing page allows users to process check payments. 


First enter the number of checks to process then click SUBMIT. Now choose a Subscriber by clicking Add Subscriber.

Operations_Billing_Checks2-6_12_20.png

Search for a Subscriber then select from the list.

Operations_Billing_Checks3-6_12_20.png 

You'll now see the amount due on the Subscriber's account. Enter the amount of the check, the check number, routing number, and memo. Click Sub_Invoices3-5_17_20.png to remove a check or click Add Row to process another check. When finished, click PROCESS CHECKS.

Operations_Billing_Checks4-6_12_20.png

 Import Checks from CSV File

Choose Upload From CSV to bulk import checks from a CSV. 

upload-checks.PNG

The information on the righthand side is the data being imported from the CSV file, while the information on the lefthand side is the existing data.

Only columns with a blue border around the data boxes are able to have CSV data imported. 

check-import-1.PNG

Click on a column on the lefthand side and then select the corresponding column on the righthand side. For example, click on the date column on the left, then select the date column on the right. Paired columns will display in the same color to indicate a match. 

Only columns with blue boxes are required to be paired with a corresponding column for a successful import. 

Change the data being selected by clicking on the column or row button at the bottom of the page.

checks-3.PNG

Click Select All Rows to select all of the rows and pair. Be sure to select the First Row Is Header Row option if the first row of the CSV is a header. 

checks-2.PNG

Choose to preview the import by selecting the PREVIEW option in the bottom righthand corner. 

checks-3.PNG

Click CONFIRM in the lower righthand corner to save and process the checks. 

The following error message will result from an upload that does not have matching account numbers and subscribers. Select Search under the Sunscriber column to manually search for and select the correct subscriber. 

errors-2.PNG
Previous

Batch Transactions

Next

Credit Receipts

Copyright © 2022 Vision Support
Back to Top