Training Agenda
Day 1 9:00am – 5:00pm
Setup, Introductions and Overview 9:00am – 9:30am
Customer Account Management – 9:30am – 12:00pm
New Customer Creation
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Create a New Customer
Complete a New Order
Customer Account Overview
Basic Customer Account Management
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Accessing an Account
Making a Payment
Adding a Note
Updating a Contact
Adding a Document
Adding an Adjustment
Adding an Invoice
Adding Credit
Adding a Payment Account
Creating a Statement
Creating an Order on an Existing Account
Adding DIDs
Creating a Task
Creating a Ticket
Adding an Inventory Item
1
Advanced Customer Account Management
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Editing the Customer Profile
Reversing a Statement
Reversing a Transaction
Reposting Transaction
Changing Rate/Quantity
Recreating a Statement
Adding a Note to a Statement
Rebuilding the Statement
Lunch 12pm-1:00pm (Provided)
Review – 1:00pm – 1:30pm
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Hands On Review from Morning Session
Administrative Users Training - 1:30pm – 4:00pm
Statement/Payments
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Creating Statements
Printing Statements
Emailing Statements
Processing Autodebit
Batch Payment Posting
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Posting Payments
Collections Management
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Using the Collections Summary
Workflow Management
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Using Inventory Workflow
o Inventory Setup
o Product Setting for Inventory
Using the Order Workflow
Using Ticket Workflow
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Using Task Workflow
Breakout Meeting with Implementations or Client Services – 4:00pm to 5:00pm
3
Day 2 – 9:00am – 5:00pm
Hands On Interaction/Review - 9:00am – 9:30am
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Review Topics from Previous Day
Administrative Users Training Continued – 9:30am – 12:00am
Agent Management
Agent Profile Setup
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Agent Profile
Preferences
Agent User Accounts
Agent Address
Reporting
Reporting
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Using the Executive Dashboard
Viewing a Built-in Report
Creating Your Own Report
Subscribing to a Report
Settings and Configuration
Custom Line Types
Products/Packages
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Creating/Editing Products
Creating/Editing Packages
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Creating/Editing a Usage Rate
Creating/Editing a Usage Program
Usage
Payment Method Configuration
4
Users/Roles
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Setting up a Role
Adding a User
Lunch 12:00 – 1:00pm (Provided)
Review
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Review Topics from Morning Session
Setting and Configuration Continued 1:30pm – 4:00pm
Agent/Billcenter.net News
Agent Portal Setup
Billcenter.net Setup
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Settings
Configuration
Reports
FAQ
Bill Profile Configuration
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All Tabs
Collections Setup and Management
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Late Fees
Collection Template Configuration
o Template Settings
o Collection Steps
EBPP Setup
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Electronic Bill Presentment
Messages
Processes
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Overview
Creating a Process
Assigning a Process
Managing a Process
View Existing Processes
Components of a Process
Phases
Task
Ticket Configuration
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Drop Down List
Custom Ticket Fields
Ticket Creation Via Email
Ticket Notifications
Task Configuration
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Drop Down List
Custom Task Fields
Task Assignment
Task Notifications
Agent Portal - 4:00pm – 4:30pm
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Accessing Agent Portal
BillCenter.net - 4:30pm – 5:00pm
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Accessing Billcenter.net
Wrap Up
6