The payment of account function allows an Agent to accept account payments from a customer on behalf of BOC. The payment is made against the customers BOC account, and will be shown on the customer's next statement as a payment.
Put your mouse pointer over the “Payment” section. A drop down menu will appear below displaying multiple topics, click on the “Payment Of Account” button.
You must enter the account you want to make a payment on. There are two search functions to help you. The first one is the “Customer Number” search. Enter the customer account number and click on the “Go” button.
If the account number is unknown you can perform a search by using the second option, the “Customer Search” function. A customer search can be done by looking for specific client information. The following individual search options are available:
Customer Name: You can enter a portion of the customers name using a wildcard (*) search option. For example, let’s say you are searching for a customer called Rick’s Towing but you did not remember the full customer name. Using the wildcard, you can enter the word *Rick* and then click on the “Search” button. The system will search for all the accounts with the word “Rick” in their name. It then gives you a list of the accounts found. You would select your proper account and proceed to the payment of account screen.
Suburb (City): If you are unsure of the customer number and the correct spelling of the account name, than you can search for a customer by the city they reside in. Enter the exact name of the city and click on the “Search” button. The system will return a list of accounts in the city you requested. This field does not accept the wildcard search option.
Postal Code: You can search for the customer’s exact postal code or you can enter a portion of the postal code and use the wildcard search option to assist you. For example, if your customer’s postal code is D6H 8L9 you can enter *D6* and it will return a list of account that have D6 in their postal code. If you know the exact postal code, make sure you put a space between the postal code numbers (D6H 8L9) or the system will not find what you are looking for.
Phone Number: When using this method, enter the numbers only do not use spaces or dashes. Searching via the phone number is a slow search method and is not recommended. This field does not accept the wildcard search option.
When searching for accounts within the Customer Search section make sure that you ALWAYS click on the “Search” button to commence the search. Do not click on the “Go” button from the above section where you enter the customer number, that button will not work. When using the customer search method do not press the “Enter” key on your keyboard, it will not work for this section, only the “Search” button will give you the results you are looking for.
If the correct customer cannot be found, refine the search criteria, and click on the Search button again.
Once the account you want has been found, the payment of account section will come up on your screen. The initial payment of account screen has the selected customer’s account number, name and address displayed on the screen to confirm the correct customer has been selected.
The “Select Amount” section of the screen has the following options available:
Overdue Amount: The overdue amount, if any, shown here is the amount that is currently over due on the customer’s BOC account. To pay this amount in full, click the box to the right of the dollar amount. This will select the overdue amount as the total payment to be made on the customer’s account.
Total Debt: The total debt amount shown is the total amount that the customer currently owes to BOC, including any overdue amounts on the customer’s account. To pay this amount in full, click the box to the right of the dollar amount. This will select the total debt as the total payment to be made on the customer’s account
Other Amount: This allows the Agent to enter in the amount that the customer chooses to pay against their account.
Payment Type: The payment type can either be “Cheque” or “Cash”. If “Cheque” is selected you will then enter the cheque information and click on the “Submit” button to make the payment. See example in Chapter 3.
If “Cash” is selected, simply click on the “Submit” button to make the payment on the customer’s account.
If there are any errors or incomplete items on the payment information, by clicking on the “Close” button, this will terminate the transaction and a new payment will have to be created. The payment can be closed anytime prior to clicking the “Submit” button.
Click on the “Submit” button to complete and save the payment.
The “Submit” button will perform the payment against the customer details shown, and supply a receipt number that may be printed and given to the customer as proof of payment. In order to print the receipt, click on the “Print Receipt” button. Clicking the “Close” button will close the screen and return you to the PartnerNET home page.
NOTE: Do not enter negative dollar values in this screen. If a negative dollar value is entered by mistake, please contact your Agent Care Support Team immediately.
