Send Payment to Device from Posting Menu
- Main Menu / Posting Menu / Make Device Payment
Note: Private user permission required for this screen. - Select customer using the magnifying glass or by entering Division and Customer Number.
- Payment Apply To: select Balance, Contract, or Budget
Note: Budget will only be an option if the customer has an active Budget.- Balance Payment – Total balance on account will populate as the Payment amount.
- Contract Payment – No amount auto populates; transaction will update an existing active contract for Payments Made.
- Budget Payment – Monthly budget amount will populate as the Payment amount; transaction will update the Number of Payments for the customer’s budget.
- Department and Fees will update based on the EF Portal XRef Setup relationship for Department, Payment Type, Payment Apply To, and Fee Amount/Department.
- Billing Address populates from the customer’s record.
- Payment section is populated based on Payment Apply To selection, however is open to be modified to desired payment amount.
- Budget and Contract sections are for informational purposes.
- Click Submit to send the payment to the device.
Send Payment to Device from Customer Maintenance
- Main Menu / Customer Menu / Customer Maintenance
- Navigate to customer account.
- Click Pay to the right of Last Payment Date.
- Select appropriate Payment Apply To option.
- In the Billing Address section, click the magnifying glass to search the device the card will be processed.
Note: Case sensitive search - Update the Payment amount if necessary.
- Click Submit to send payment amount to the device.
- Energy Force will display a Processing message.
- Once customer completes the transaction, Energy Force will display a Transaction message based on the processing results.
- Click the red X in the top right corner of the Device Transaction Processing screen to escape out.
Cancel Payment on Device
- If incorrect payment amount is sent to the device, press the red X (cancel) button on the device. After Energy Force receives the cancellation request, the correct amount can be resent to the device following the directions above.