Sending statements with QuickBill

If you have purchased, installed, and properly configured QuickBill, you can send billing statements electronically to a clearinghouse where they are professionally printed, folded, and mailed to guarantors.

Note: Sending billing statements electronically requires the "Send Electronic Billing" security right.

To send statements electronically

Generate billing statements, sending them to the Batch Processor.

Select the billing statements and/or a batch of statements that you want to send.

Do one of the following:

Click the Electronic Billing Submission button on the toolbar.

On the File menu, click EBS.

If applicable, do one of the following:

If the Password - Send Electronic Billing dialog box appears, user verification has been assigned to the "Send Electronic Billing" task. Do one of the following:

If your user account has been granted the "Send Electronic Billing" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Send Electronic Billing" security right, have a user with permission temporarily override this restriction so you can send billing statements this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Send Electronic Billing" security right. To have a user with permission temporarily override this restriction so you can send billing statements this one time, do the following:

On the message, click Yes.

In the Password - Send Electronic Billing dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

A confirmation message appears.

Click Yes.

If applicable, verify the billing statements to send.

The QuickBill dialog box appears.

From the QuickBill ID list, select the correct account if it is not already.

Click OK.

The QuickBill Additional Services dialog box appears.

Click Send Statements.