Donna Montana
Activity overview
Latest activity by Donna Montana-
Donna Montana created an article, HRC- How to add new users:
@Adminstration----MANAGE CONTACTS--- “+ Add Contacts”Complete required fields (*)… SUBMIT
-
Donna Montana created an article, HRC: How to find an invoice/credit memo:
Go to CLOSED BILLS (or Open Bills if the invoice has not been paid), select invoice or Credit memo (CR), go to INVOICES, select the down arrow… ‘VIEW INVOICES”
-
Donna Montana created an article, HRC: How to pay an invoice via ACH/CREDIT CARD
On the menu select---OPEN BILLS--- select the invoice(s) you would like to pay--- at PAY SELECTED BILLS- select your payment option.Verify the information is correct—select PROCEED TO PAY:Select – ...
-
Donna Montana created an article, HRC- How to ‘opt out’ or ENABLE monthly correspondence
At the ‘ADMINISTRATION’ tab, select ‘PREFERENCES’ from the blue box selection on the right side.Correspondence types will be shown (Invoice and/or ARStatement); You can change your selection from h...
-
Donna Montana created an article, HRC- HOW TO PRINT A STATEMENT
How to print a statement via HRC:At “Workboard’ select the “Download Statement” quick link…Add customer(s) number--- select--- SUBMIT