Client Administrator Help

1. Activity
   1. Calendar
   2. Customer Information Update
   3. Unposted Receipts
   4. Block Payments
2. Customers
   1. Create Customer
   2. Deactivate Customer Account
   3. Link Customer Bill
      1. Select Type of Bill
      2. Service Application
      3. Utility Bill
      4. Confirmation
   4. Change Customer Information
   5. Reset Customer Password
3. Search
   1. Search Email
      1. Filter Email
      2. Search Results
   2. Search Payments
      1. Filter Payments
      2. Search Results
   3. Search Tenders
      1. Filter Tenders
      2. Search Results
4. Bills
   1. Utility
      1. Basic Options
         1. Basic
         2. Summary Page
         3. Notifications and Alerts
         4. Information Update
         5. PDF Viewing
      2. Payment
         1. Basic
         2. Cash Collections
         3. Acceptance
         4. Messages
      3. Link
         1. Lookup Options
         2. Data Entry Fields
            1. Account and Tenant
            2. Old Account
            3. Account Only
         3. Variables Available for Verify Text
         4. Link Text
         5. QuickPay Text
      4. Automatic Payment Utility
         1. Schedule Pay
         2. Auto Pay
         3. Bank Draft
      5. Reconnect Schedule
      6. Usage Labels
      7. PDF Inserts
   2. Miscellaneous
      1. Basic Options
      2. Link
         1. Data Entry Fields
         2. Payment Text
      3. Automatic Payment
         1. Schedule Pay
         2. Auto Pay
         3. Bank Draft
   3. Invoice
      1. Basic Options
         1. Basic Settings
         2. Summary Page
         3. Notifications and Alerts
         4. Information Update
      2. Link Invoice
         1. Lookup Options
         2. Data Entry Fields
         3. Variables Available for Verify Text
         4. Link Text
         5. QuickPay Text
      3. Automatic Payment
         1. Schedule Pay
         2. Auto Pay
         3. Bank Draft
   4. Service Application
      1. Basic Options
      2. Link
         1. Lookup Options
         2. Data Entry Fields
         3. Variables Available for Verify Text
         4. Link Text
         5. QuickPay Text
      3. Automatic Payment
         1. Schedule Pay
         2. Auto Pay
         3. Bank Draft
   5. Payment
      1. Basic
      2. Cash Collections
      3. Acceptance
      4. Messages
5. Configuration
   1. General
      1. Contact
      2. Customer Removal
      3. Receipt Options
      4. Tender Type Not Allowed
      5. Choose Bill Text
      6. Edit Linked Bill
      7. Edit Stored Payment
      8. Related Bills
   2. Acceptance Rules
      1. Create New Rule
      2. Credit Card Rules
      3. Defult Acceptance Rule
      4. eCheck Rule
   3. Fees
      1. Add New Fee
      2. After Hours Reconnect Fee
      3. Bank Account Flat Fee
      4. Credit Card Tiered Fees
      5. No Fee
      6. Reconnect Fee
   4. Reconnect Rules
      1. Create New Reconnect Rule
      2. Business Day Rule
      3. No Reconnect Rule
   5. Site Meassages
   6. Email and Text Messages
      1. Customer Email and Text Messages
         1. All
            1. Site Registration Initial Password
            2. Customer Password Reset
            3. Customer Password Change By User
            4. Username Change Sent to Old
            5. Username Change Sent to New
            6. Inactive Online Account Removal
            7. Payment Confirmation No Fees / Convenience Fee
            8. Payment Confirmation Third Party Fee
            9. Scheduled Pay Result No Fees / Convenience Fee
            10. Scheduled Pay Result Third Party Fee
            11. Scheduled Pay Result Declined Credit Card
            12. Scheduled Pay Result BluePay Error
         2. Utility
            1. Enroll In Auto Pay
            2. Deactivate Auto Pay Confirmation
            3. Auto Pay Credit Card Near Expiration
            4. Auto Pay Credit Card Has Expired
            5. Information Change Change Submitted
            6. Information Change Applied Confirmation
            7. Bill Ready
            8. Bill Reminder
            9. Higher Than Normal Usage
            10. Utility Account Status Change To Cut Off
            11. Payment Confirmation Quick Pay
            12. Reconnect Service Order Created
            13. Auto Pay Result No Fees / Convenience Fee
            14. Auto Pay Result Third Party Fee
            15. Auto Pay Result Declined Credit Card
            16. Auto Pay Result BluePay Error
         3. Service Application
            1. Auto Enroll After New Application
            2. Auto Link After New Application
            3. Payment Confirmation Quick Pay
            4. Payment Has Posted
         4. Invoice
            1. Enroll In Auto Pay
            2. Deactivate Auto Pay Confirmation
            3. Auto Pay Credit Card Near Expiration
            4. Auto Pay Credit Card Has Expired
            5. Information Change Change Submitted
            6. Information Change Applied Confirmation
            7. Bill Ready
            8. Bill Reminder
            9. Payment Confirmation Quick Pay
            10. Auto Pay Result No Fees / Convenience Fee
            11. Auto Pay Result Third Party Fee
            12. Auto Pay Result Declined Credit Card
            13. Auto Pay Result BluePay Error
            14. Payment Has Posted
         5. Miscellaneous
            1. Quick Pay Payment Confirmation
      2. Admin Email and Text Messages
         1. Admin
            1. Admin Account Setup Initial Password
            2. Admin Password Reset
            3. Admin Password Change By User
            4. Message Sent By Customer Via Contact
            5. Middleware Failed Connection Test
            6. Middleware Passed Connection Test
            7. Settings Save
            8. Client Scheduled Task Summary
            9. Cash Collections No Entry Errors
            10. Cash Collections Entry Errors
            11. Information Change None Pending
            12. Information Change Pending Changes
         2. Utility
            1. Reconnect Payment Notification Normal Hours
            2. Reconnect Payment Notification After Hours
            3. Service Order Create Failed
   7. Email Signatures
   8. Scheduled Tasks
6. Administrative Users
   1. Create or Edit Admin User
   2. Notifications
      1. Sitewide Emails
      2. Reconnect: Business Day
      3. Reconnect: No Reconnect
   3. Change Password