Check the user manual! - Priority Business Checks
Contents
1. Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89119 Fax 702 263 2436 User Manual Document Version 1 6 PBChecks com Database Prepared for Priority Business Checks 7225 Bermuda Rd Suite B Las Vegas NV 89119 June 13 2006 Prepared by NexTech DJ Layland 1736 Charleston Blvd Ste 344 Las Vegas NV 89104 Phone 702 768 7597 Email dj nextechnoz com Priority Business Checks Main Phone 702 263 2435 T225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 trett 3 RU e Ku 4 De MNS CT E 4 EE 4 DD PNAS E 4 NNEN 5 CPC AUG ING Wy RN 6 For ea OT RE 7 roue Tata 8 PLCCOUMIL IN rr sss vevctcentvsacaaciesncssuitinscasvaesscva tava tsactetecsbustiatvastessdevetsratiactueecsbeetincnenvess 9 WMC PUGH E A E E E EE TE E E EA 10 Completion and Submission ssssssssscceeeecccccccccssssssssesccecececossosssssssssssesececcecsssssssooe 11 s Reorder Quick Reorder eo sseoosssseossseeososseossseeosssoososeeososeeososseossseeosssseosssseossseooso 12 e ENT Re E a E ties asvenspsaasueceveasaccstenyes 14 ek VE CUI OTET S ea EE EEE Ei 15 DR Contnucor Change an Order E 16 Quick Find SU OO CP op suse aheniccecevevanene seananteteanestsyoaciane ls sbonsrecanetersaansssescasdessssteseas 17 ge WCW COI E RE 18 E CLINE KOE AINE isir E 19 e CALCU Pe AIA ENEE 20 a IOW e T i E AI E EA IA A AE EET E OE 21 lt PONURO oasa a A2. Wie are proud to provide are mostvalued customers access to this on line order processing and status service Lise the above tabs to navigate the system Here s some notes about each screen BRANCH Tab Based on your login information these branch details are used in the order process ORDER Tab Where you create new orders printouts and review the details of previous input orders ITEMS Tab vhere you can lookup specific tems and where you pick them from when filling an order HISTORY Tab here you can see filtered orders within date ranges to pick to view in the Order screen Customer Confidentiality Privacy Poli Priority Business Checks as a third party senice provider makes the following statement All nonpublic personal information provided to us by your financial institution will be S S i Aaii T i Priority Business Checks agrees not to use this in EE Note This system uses Cascading Style Sheets CSS USER LICENSE AGREEMENT By using this sothware yo agree to become bou considered confidential Any misuse of the syste This site contains a user login name and pasang H d ee A PC users Must use Internet Explorer version 6 or above IMPORTANT Macintosh user Please use the latest version of Safari When personnel changes atthe branch notify Fr All access level rights are provided and manage We do not support Firefox at this time or LE on Macs User Tracking OM for jeanie Wednesday May 17 2006 T
3. az Production there is a possibility but no guarantee that the order can be changed before it goes to print if you call Priority Business Checks IMMEDIATELY at the contact number listed at the beginning of this document A statf person may be able to make the changes for you or change the status of the order so that you can go in and make the required changes PBChecks com User Manual May 17 2006 Page 16 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 14 Quick Find an Order While on the ORDER screen click the Find banner button to enter in to find mode Once in find mode enter the search criteria in the appropriate field for example you can enter an order number in the Order field or the customer s name in the CK Name field or the Account etc Then click the Perform banner button to execute the find lf more than one record is found use the arrow buttons to navigate see the count information in the banner PBChecks com User Manual May 17 2006 Page 17 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 15 View Active Orders Click on the tab to see your ACTIVE orders You can review the status
4. E E E deseeeerseusoeeer 22 i NMC VS IN ag gira ears y ca sates E A E E 23 ge Ser T E 24 a Ge E 25 PBChecks com User Manual May 17 2006 Page 2 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 1 Introduction This document provides instructions for using the web based database for PBChecks com In the following document I will briefly describe each of the following topics e Supported Users who will be using the system e Completing Tasks description of how to complete tasks in the database e Glossary words used in this document with their definitions Please be aware that this software is in the implementation stage of development we encourage your feedback and request you report any glitches you encounter Thank you for your patience as we work together toward success PBChecks com User Manual May 17 2006 Page 3 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 2 User Types This section describes the types of users who will use the database 2 1 User The standard User has access to read only functionality of the database in that they can view data but not change them
5. START SET 1 PT ACCOUNTS PAYABLE CHECKS 66 50 230 STAPS2 150 START SET2 PT ACCOUNTS PAYABLE CHECKS 71 80 m m m m m d arm Se es Oe eee dE d A O dief E Zei Click on the item to select it and you will automatically be returned to the Order screen with the selected item and its default values filled in ie starter sets get deposit slips a stamp etc If ordering checks on a new Account enter a starting number that is 1001 or higher into the Start field Seng 19 You must click the little down arrows to choose other valid values for your selected item such as Color Position Style etc BUSINESS GHEGKS PICK Item STLSREND Quanity 450 Desc STARTER SET 1 PT LASER CHECKS Wiz PT DEPOSIT SLIPS Stat 1001 Sofware Quick Prof Premier Color Green Style Gen Purpose Position Reorder Mew Order Two Lines Ho Custom Logor Sig Line Print LogaStock PBChecks com User Manual May 17 2006 Page 10 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 9 Completion and Submission When you finish entering the details and you want to complete and submit the order for processing you must click the 2E button in the lower right corner to actually submit the order to PBChecks for processing Note If the receipt printout screen does not appear note the red banner text
6. They have access to all primary sections of the database 2 2 Manager The Manager level user has access to the full functionality of the database in that they can view and edit data They have access all sections of the database 2 3 Administrator The Administrator level user has access to the full functionality of the website in that they can view and edit data administer user accounts and privileges and edit layouts They have access to all sections of the database PBChecks com User Manual May 17 2006 Page 4 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 8917119 Fax 702 263 2436 3 Log In Procedure Open Internet Explorer e and go to www pbchecks com Address GH http www pbchecks com Click on the LOG IN button 19 0000 080808 08808800 WARNING Do NOT share your login name and password with anyone You can and will be held personally responsible for any changes made under your name in the system Type in your Login information provided by PBChecks Name Name Password eseseeeees and click Log In Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89179 Fax 702 263 2436 WELCOME M ERANGCH PRICES EER Welcome to PRIORITY BUSINESS CHECK S automated order processing system PRINT EXIT
7. banner with red text will appear with instructions for correcting the issue Lia Ye VAS EASE CHECK THE ENTERED ACCOUNT NUMBER INVA 1 BAHE IHFO Gate INSTRUCTIONS en TR Trans Route A23456789 Bank Fraction Account Number A 005 555526 Validate 99 255 1995 OBPHFR ITEM MEPIT stipe Note the red text banner indicating the problem with Validation Make any necessary changes and then click Validate again Repeat these steps until the data passes validation you will Know the information passes if the banner does not appear Note The system will not accept the submission of your order unless it passes the Validation process PBChecks com User Manual May 17 2006 Page 9 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 T225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 8 Pick Item Next move down to the Order Item section to order checks or the Deposit Slips section to order deposit slips Use the PICK ang item which will take you to the Items page buttons to choose an Priority Business Checks Main Phone 702 263 2435 T225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89119 Fax 702 263 2436 VRE PRICES ES nnd Click PRINT EXIT 205 A e27 ISTGRS 150 START SET 1 PT GENERAL PURPOSE CHECKS 56 50 cog S1TGPS2 150 START SET 2 PT GENERAL PURPOSE CHECKS 741560 220 STAPS 150
8. of the order by going to the branch screen and looking at the active order list on the bottom half of the screen Click on any text item associated with that order to go to the order details page and view the orders additional details Priority Business Checks Main Phone 702 263 2435 fase Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NVW 89779 Fax 702 263 2436 WELCOME ERANWGH MORDER V EES EW ETA b bI FIND ALLS L PRINT EST Bank Name Test Bank Contact Address 1 Sample Branch Fhn Es 702 Address2 2390 EAST SEN City ST 5p Las Vegas WVO 89119 7502 SES er Billing Bank Logo Address d aw l Address 2 ee City ST Zip LAS VEGAS NV 69103 Bank Gre A Branch A Fraction Dises 70 f a e EE Sa danza stich i P Ord Dake Rett rda CH by ee E Chede Aiva Status Update SU Picked We S171 06 d Wl ne aera Picked Up Sky Note the most recent order is the first on the list PBChecks com User Manual May 17 2006 Page 18 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 16 Select Other Branch To see the active orders for other Branches in your bank or orders you input for a client with a different branch while on the Branch screen click the tab AGAIN see to see the associated branches list Priority Business Checks Main Phone 7
9. tab to view a list of BANK orders filtered by their current status Set the Date Range 6 11 2005 10 9 2005 and simply click the ALL button to see all orders with any status for the selected date range and the Active button to see all active Priority Business Checks Main Phone 702 263 2435 T2275 Bormuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 85779 Fax ZU cp Za z V BRANCH PRICES leeds mmm TS mem SUBMIT Pr be eres ele Ordered Status Company f Name on CK Branch Job Balance Wed JIMIB SHIPPED NEV IMAGE A DU 0 00 a Thu 32306 SHIPPED DA A DU 4 0 00 Thu zaag SHIPPED AS x 400 4 0 00 Fr 324 06 PICKED LP EXECUTIWE A OO 0 00 hon 327706 MEG GI EXECUTIVE A 00 4 0 00 Won 213 roe PICKED UP ENVIRON 32 22 Minn SPS Fe CLiPRPEM E a A mn tm mn All orders or varying Status Or set the Date Range and select a specific Status in the drop down box on the banner shipped k and then click SUBMIT to find all orders with that status Priority Business Checks Main Phone 702 263 2435 f225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89719 FIN U02 263 2436 Safes TT ER EE Shipped Active ALL Ordered Status Branch Job Balance Wed 32206 SHIPPED NEW IMAG A O07 37 000 A Thu 32306 SHIPPED DA A O03 i 400i m Thu 32306 SHIPPED AS A400 ER OD Mon 227706 SHIPPED LUCKY AGO 3 0 00 Tue 328 06 SHIPPED HONG 3 rd Lee WNR CHIPPER HNN E Tonni Shipped Status or
10. 02 263 2435 T225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NW 89779 Fax 702 263 2436 WELCOME V ERANGH T ORDER N FRIcES een Branch Bank Name Address City Phone 1 An Test Bank T280 LAS VEGAS 2 AOO1 Test Bahk T Las Vegas CFOS 3 6004 Test Bank 1811 E CARSON CITY 4 A00 Test Bank 6085 LAS VEGAS 5 DOE Test Rank Jk WISEN When you click on the Branch tab twice a list of all associated branches appears You can then click on any line to view the selected branch s Active order list or Click the Branch tab again to go back to the original Branch View screen Priority Business Checks Main Phone 702 263 2435 df Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89779 Fax 702 263 2436 WELCOME BRANCH PRICES TEEN ECH 14 4 zofe P PI FIinD ALL PRINT EXIT f BankName Test Bank Contact Dr rleezce 3 Goapoplen Drpzapeb Bhan Ew irin ken Notice that the found record count reflects the active branch count of the bank in the header SMELA Use the arrows to navigate thru the branches as desired You may also toggle back to the active branch list and chose the branch and select to return PBChecks com User Manual May 17 2006 Page 19 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 17 Search Bank History You may also find archived orders by going to the isnot
11. 02 263 2436 Priority Business Checks T225 Bermuda Rd Ste B Las Vegas NV 89119 WELCOME SSA Gree RADER ef pe fees MIS Oret I Banner and Tab color match indicates the current screen module you are viewing Tabs Use top tabs to navigate through the different modules It will automatically select the related records from the current record you are coming from Banner Buttons Use banner buttons to perform actions that affect the display data Fields store data headers for the field are above or beside the field CitwSTiZip LAS VEGAS NV 89123 Record Navigation Buttons First Previous Next Last Portal List Banner color of the portal list indicates the module that the related records are being displayed from For example in this screen below you can see that the data in the portal list is green therefore that information is coming from the Order module the Order tab is also green Drder Daie Ra Ordered by Rame on Chock Actieo Status Updated S005 Am Production aawos Cl Inte Production gaos waos l Works Production o 30005 OFS B amp Production 9 30105 Ors Ran Production 9 27 05 g2005 The Production 6 3005 PBChecks com User Manual May 17 2006 Page 25 of 25 Copyright 2005 Priority Business Checks
12. PBChecks com User Manual May 17 2006 Page 14 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 12 Saving Pending Orders Use the save to hold an open order in the case of additional information requirements DO NOT SUBMIT simply leave it as a Web Order to complete later Follow the next section to find complete and Submit a saved order PBChecks com User Manual May 17 2006 Page 15 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 13 Continue or Change an Order You may alter an order as long as the Status is not Production Once the status is changed by PBChecks it is view only and cannot be altered To Edit an order first find the appropriate order thru the branch s active orders list or use the quick find method see next section If the Order Status is not listed as Production you can edit the order Just click in the field that you wish to change and make the corrections Remember if the order has been previously submitted you must click Submit AGAIN to print a new receipt and Fax to PBCHECKS to resubmit a corrected order Note If you need to make a change to an active order after the status has changed to Production
13. age length i e 1 of 1 on the History report or it will print many blank pages Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89119 Fax 702 263 2436 Use Frnt from the Fie menu and then Glick Primed Won DOE At 12 45 Phd e _Return_ Job 12345 CK Name CK Phr RANCHERO VISTA Contact Co i Line Phone Addes 911WN F ax Citys T ZipLAsS VEGAS hy 09126 Ship To Bill Te 641 N 611 N LAS VEGAS HW 801278 LAS VEGAS MY 891238 BANK INFO Bark Funn teme BUSINESS Tare Route A Account Muer A ORDER INFO Status Submitted Bank i Fraction e erger pn DEE Order bate Thu 5 18 06 Time Hai A SPECIAL INSTRUCTIONS Heaze describe the changes Web Order Report Print View When you re done printing from this screen click on the small Betum button or anywhere on the screen to get back WARNING DO NOT CLICK THE BACK ARROW IN YOUR WEB BROWSER PBChecks com User Manual May 17 2006 Page 22 of 25 Copyright 2005 Priority Business Checks Priority Business Checks T225 Bermuda Rd Ste B AY 89779 Las Vegas Priority Business Checks PaaS Bermudian Deg Sto tas Vegas Pit BST P WELCOME T ERANGCA TEST ORDER Main Phone 702 263 2435 Toll Free 800 240 0305 Fax 702 263 2436 Malhi Phone Pes 26 24a Tell Free BOO 240 0305 Fax Fo2 263 2476 ye El re BARK INP SS Ck Mama ck Phra Jis Saherim ye Gar Linet Comda
14. ar note the red banner text that will display why the validation did not pass You will be presented with the Order Receipt screen Choose FILE gt PRINT on your Web Browser s menu to print the receipt Return When you re done printing from this screen click on the button at the top of the screen to go back the order view Review the printed receipt and confirm information When you are reviewing the receipt and catch an error then you may alter the order and then you MUST click the submit button again and print a new receipt with the corrected info shred the old one THEN FAX the receipt to the PBCheck Fax number at top Quick Reorder on the next page PBChecks com User Manual May 17 2006 Page 12 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 8917119 Fax 702 263 2436 Quick Reorder To create a new order with all of the same customer account and product details Start by finding the order that you would like to reorder Once de are viewing the correct order On the ORDER screen click the banner button All of the order details will be copied into a new order The order will be duplicated amp you will see a flag appear on the screen ReOrder Created Z Please Enter the Start Number amp Billing Info Dok INFO SPECIAL INSTRUCTIONS Fill in the Start Number amp Billing info for t
15. ct Didara 4 ig Addr 123 TEST ST Phan ener z T 7 Ciwa Tae HENDERSON MvO 20074 Fare me Vada Cheers Gimiemai tibee Granth Then Dabest Cugtoamen Bank Dealer DESH A 240 pm wip To TEST ORDER Bull Ta Link 423 TEST ST Bill GOAS WEST HENDERSON Ha 28074 Bae LAS VEGAS Bo gaa Poe SPECIAL HE TRUSE TIONS GEPOSIT SLIPS x Capit ACCES So Ries Return Adde Shame Teac Linde Eig Ling Fin Tore Foo A oi z 1 z Bande Fraction Acan H v er 6 565 102 KE Bs Ge ee PIGE Ham GES PICHA lam Dfi Bean Hwi F Dahuri Cd ci fa Eyl Bindar FP aribar Pht ct tudor Leger Lares Be Sighitem Samp Metar Hamp EXIT La FeckatCgaanizei Emigma Hiem p Dest Himd User Tracking OM for Janne Prarch Aizze S20 ih dregs n iT ae When viewing a record above note how there are not lines between the ship to address and the special instructions background is grey When you click in to any field below and the record is editable highlights outlines will appear around the fields and the special lotes background is white etc Priority Busi 1855 Checks 7225 Dormus a Rd AVY HoddS Lesa Vegas NW ESCH J Main Phene 702 263 2095 Toll Pree amp 00 240 0305 Fax fO2 263 2436 ate ERA CA CkName TEST ORDER CK Ph Stage Subirmittend Das Lime Conta Didera JL AF Address 123 TEST ST Phare a4 Liz ip HENDERSON pa a074 Fax se Wred t 17 06 Choose gt Custemer abovey Bank Th
16. ders only PBChecks com User Manual May 17 2006 Page 20 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 18 View Product List To View a list of available products click on the tab On this screen you can choose a category of products to view by picking the Category SISA GAS ee in the drop down field and then Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 89779 Fax 702 263 2436 STARTER SETS INCLUDES CHECKS DEPOSIT SLIPS ENDORSEMENT STAMP AND OR COVER WELCOME BRANCH Of od BE oe dE rly ptr f Choose Catagory gt Starter Set SUD lt And Click PRINT EXIT tem Number Duant Product Full Description Pree eo7 STGPS 150 START SET 1 PT GENERAL PURPOSE CHECKS 66 50 e28 STGPS2 150 START SET 2 PT GENERAL PURPOSE CHECKS 71 80 22g STAPS 150 START SET 1 PT ACCOUNTS PAYABLE CHECKS D BO PBChecks com User Manual May 17 2006 Page 21 of 25 Copyright 2005 Priority Business Checks Priority Business Checks T225 Bermuda Rd Ste B Main Phone 702 263 2435 Toll Free 800 240 0305 Fax 702 263 2436 Las Vegas NV 89119 19 Printing After Clicking PRINT on any screen a report will appear on your screen Go to your Web Browser s menu and choose File gt Print Be sure to enter the printable p
17. en See Customer gt Gealer Debt Time 2 30pm Shine Te TEST ORDER Sill Te Link 1z TEST T Pit fale UNE I HENDERSON HY D 07a Lann LA v Oat Ww g FD BAHNE LKE SPESIAL IHNSTRUSE TIONS Tare bameb A i Bank Fraction oromi Mier pn Vabcbw PFUSIME SS SHECKS stort Color Position TT sl Twas Lines Eig Lins Print User Tracing ON fon jesa Brech Page 23 of 25 ODuanitvy Soter GC Sb e F scarch er z Guiot Lagat Loga She ck hb Then DEPOSIT SLIPS Des AGES So RIES Relum Gd rszz Siamp Signabuee Stamp Binder Pocket Organizer Endorsement Stamp Dek Bode EKI H Wednsiday Mar 17 2005 PBChecks com User Manual May 17 2006 Copyright 2005 Priority Business Checks 21 Getting Help Priority Business Checks T225 Bermuda Rd Ste B Las Vegas NV 89119 Main Phone 702 263 2435 Toll Free 800 240 0305 Fax 702 263 2436 lf youre not sure what a certain button does hover the mouse over the button and within 2 seconds a small pop up note will specify what that button will do If you need help with your order call 702 263 2435 or 800 240 0305 If you need technical support regarding the online ordering system call 702 425 8592 Page 24 of 25 PBChecks com User Manual Copyright 2005 Priority Business Checks May 17 2006 tab banner Main Phone 702 263 2435 Toll Free 800 240 0305 Fax 7
18. he Welcome screen will appear PBChecks com User Manual May 17 2006 Page 5 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 T225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 8917119 Fax 702 263 2436 4 Create a New Order ck the NEWORDER On thelial Zea een click the SEE banner button PBChecks com User Manual May 17 2006 Page 6 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 5 Enter Customer Data Once the cursor starts blinking in the CK Name field begin to type the check name Using the TAB key to move to the next field and continue to enter all the applicable information Note Refrain from hitting the return key on your keyboard if you do simply use the backspace key to move back up within the field Once all of the contact information is fully entered into the appropriate fields you may click the button to auto fill the Ship To address if the it is the same as the CK address or the _ Branch button to auto fill the Branch contact information To fill the Bill To address fields click the button that corresponds to where the bill should be sent customer Bank Dealer Debit Eor example click Customer and the fields will auto fill with the contact informat
19. his reorder When you finish entering the details and you want to complete and submit the Submit order for processing you must click the button in the lower right corner to actually submit the order to PBChecks for processing Note If the receipt printout screen does not appear note the red banner text that will display why the validation did not pass You will be presented with the Order Receipt screen Choose FILE gt PRINT on your Web Browser s menu to print the receipt Return When you re done printing from this screen click on the button at the top of the screen to go back the order view Review the printed receipt and confirm information When you are reviewing the receipt and catch an error then you may alter the order and then you MUST click the submit button again and print a new receipt with the corrected info shred the old one THEN FAX the receipt to the PBCheck Fax number at top PBChecks com User Manual May 17 2006 Page 13 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 11 Canceling Orders SE cancel an order up to the point it is in Production by clicking the H button at the bottom right corner This will clear all the entered information and stop the order process NOTE We can NOT undo a canceled order all info is cleared
20. ion in the fields above if you click Bank then the bank s contact info will auto fill into those fields Note After you select the Bill To recipient and the information automatically fills the fields the header next to the Bill To field shows the tyoe of recipient PBChecks com User Manual May 17 2006 Page 7 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 6 Branch Information The associated Branche information based on your login name will be automatically be replicated into the Trans Route Trans d Roule 8 4123456789 not alterable and the leading digits of the ee Numer AUS will also be placed in to the Account Number field Note If you are submitting an order for another Branch in your Bank you will need to manually enter the correct leading digits in the Account Number field PBChecks com User Manual May 17 2006 Page 8 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 8917119 Fax 702 263 2436 7 Account Number After entering the remaining digits of the Account Number click the Validate button Tram Number A00555552B validate it there is a problem with the data a
21. ou MUST click Submit AGAIN amp Print amp Fax the corrected order PBChecks com User Manual May 17 2006 Page I1 of 25 Copyright 2005 Priority Business Checks Priority Business Checks Main Phone 702 263 2435 7225 Bermuda Rd Ste B Toll Free 800 240 0305 Las Vegas NV 891719 Fax 702 263 2436 10 Reorder Quick Reorder There are 2 ways to place a reorder either Reorder Edit which copies the customer account details into a new order or which copies the customer account details and the product details of the previous order See below for the instructions for using the Reorder or Quick Reorder features Reorder To create a new order with all of the customer account details Start by finding the order that you would like to reorder Once bre are viewing the correct order On the DEn screen click the banner button All of the order details will be copied into a new order The customer account details will be duplicated into a new order amp you will see a flag appear on the screen Reorder Created Continue to fillin product information BANK IM Fo SPECIAL INSTRUCTI Fill in the product and billing information for this reorder When you finish entering the details and you want to complete and submit the order for processing you must click the button in the lower right corner to actually submit the order to PBChecks for processing Note If the receipt printout screen does not appe
22. that will display why the validation did not pass You will be presented with the Order Receipt screen Choose FILE gt PRINT on your Web Browser s menu to print the receipt e Priority Bus ness Chec ks Microsoft Internet Explorer Favortes Tools Help ano fo Acre erent O a 2ifmnilimp egi db pbcheckst loadFrames 7 EI Go Google Gra Priority Business Checks Main Phono 702 263 2435 7225 Bermuda Let Ste B Toll Free 800 240 0305 leet Las Vegas Fax 702 263 2436 Send b Use Print imm the Fie menu and then Giok Printed Won 22 06 Import and Export i At 12 45 Ph SE Return Joby 2345 Properties g i CPN ne Work Offline qe Contact Fhine Web Order Receipt View Return When you re done printing from this screen click on the button or anywhere on the screen to go back the order view Review the printed receipt and confirm information When you are reviewing the receipt and catch an error then you may alter the order and then you MUST click the submit button again and print a new receipt with the corrected info shred the old one THEN FAX the receipt to the PBCheck Fax number at top Stat Submitted Note The status of your order willnowbe You may alter the order until PBCHECKS set it to Production Once the status is changed it is View only and not alterable IMPORTANT When altering a previously submitted order y
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