-
Department Summary Dollars Does not Match Journal Dollars Determine the amount off by subtracting the Journal dollar amount from the Department Summary amount. Then find out which customer or line item is not included in the Department Summary. W...
-
Use Payment Posting to enter regular payments, charge card payments, transfers, refunds, and credits on customer accounts. Discounts can be applied to a customer’s account at the same time the payment is posted. After payments have been entered, p...
-
Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s a...
-
Invoice Text Override – An auto generated system setting Invoice with a Setting Name of InvoiceTextOverride has been added and defaults to N. This setting changes the wording on delivery documents from Invoice to Ticket . When deliver...
-
Update/Verify Energy Force Prior to Processing Payment The Customer Vault ID must be setup in Energy Force prior to processing the sale in the Automatic Payment Type menu in Energy Force Note: It is recommended to match the Customer V...
-
The Payment Reconciliation Report was created for Payment Integration and Consumer Portal customers. View all transactions made through Energy Force or a connected NMI account and compare and reconcile with NMI transactions, view failures and othe...
-
A consumer payment receipt can be emailed in the following ways: When posting a one-time payment or a first-time payment in the gateway, select the option to Send the Receipt Email and a receipt will be emailed to the email address entered in ...
-
When logged into the Merchant Gateway, click List Customers. Search for the customer vault record to whom a billing method should be added. Note : Using the Energy Force Customer # is recommended. If a record exists in the Customer Vaul...
-
The Merchant Portal can be accessed at any time from within Energy Force when a customer is set up with the Portal. Select EF Portal in the menu bar of Energy Force to navigate to the Merchant Portal Login page. Merchant Portal Login E...
-
The settlement schedule will set the time that the settlements process will initiate for the desired processor. This doesn’t reflect the payment posting times in Energy Force. Please update Energy Force time zone in the Merchant Maintenance table ...