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Online Invoicing / User guide

1. Navigator v Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts My Account a5 3 Requests N All new customer transactions are pre generated and stored within Online Invoicing You have been re directed to the Requests screen because you have requested to view a transaction which is not immediately available This request will take a few minutes to complete or slightly longer during busy periods Once the request is complete the output can be viewed by selecting the Output icon N Please do not navigate away from this screen until you have viewed your paper copy you can refresh the request status by selecting Refresh Status Name Phase Scheduled Date tput Request ID Parent Request ID s FCA Online Invoice Print Completed 30 May 2014 15 04 29 16697987 1 Return to Account Details 4 Viewing invoice details and payment information 1 To view specific invoice details click on the transaction in the Account page aC AN Welcome to Online Invoicing FCA Navigator Favorites w Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts My Account _ Account Details ya i Overdue Invoices GBP 15 161 74 ri Total Open Invoices GBP 15 161 74 Search TIP If you wish to pay an invoice by credit debit card and have access to multiple firms you must select the individual firm from t
2. aC AN Welcome to Online Invoicing PIMANCLAL CONTACT AUTHORITY FCA n Navigator v Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts 4 z _ Account Su gt Notice Board gt gt gt gt a Latest News I I Your Account Balance GBP 13 258 15 gt Pu a a Overdue Amount 15 161 74 Show Aging Pot a TED Use as required for importance messages fa Total Unpaid Invoices 15 161 74 oe Unapplied Payments lt 1 903 59 gt ae Unapplied Credit Memos 0 00 Lc Soe se cs en Prod 7 post us your completed form now Disputed Amount 0 007 0 08 Paying fees invoice information View our Paying Fees pages on the website for access to general information on fees or use the following specific links Periodic fees Fees calculator Consultation papers amp policy statements FEES manual Frequently asked questions b Newly authorised firms Payment methods Paying fees by instalments PCL forms teed Metp with Online Invoicing y If you need help using Online Invoicing clic here Online 1 invoicing help or contact the Customer Contakt Centre on 0845 a 606 9966 W You can view your Dispute Status and dispute details by Refer to our useful links to fees clicking on the and then information on the FCA website clicking on the embedded links To apply to pay fees by instalments c
3. P DEd oa I z nameA amp oles FCA Reference Phone Number E Mail Status Remove Restore Date Modified Modified By J Jones Self Service User 3087607 j jones xyz co uk Active A 28 MAY 2014 15 58 06 GUEST J Smith Self Service User 3087606 j smith xyz co uk Active A 28 MAY 2014 15 51 08 GUEST TIP if you have registered for access to additional customer accounts please be aware that your email address and telephone number details will not be displayed against any personally assigned customer accounts Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout To restore an Inactive user select Inactive in the Status field and click Go to view all inactive users Click Restore to re activate user NB If you have previously inactivated yourself only another registered user for the same customer account can reactivate you N N aC AN Welcome to Online Invoicing CAL CONDITI AUTHONITY FCA n Navigator Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Custoher Account Contacts Account Contacts N Status Inactive v N N Name Lee Name Roles FCA Reference Phone Number E Mail Status Remove Restore Date Modified Modified By J Jones Self Service User 3087607 j jones xyz co uk Inactive 37 28 MAY 2014 15 59 24 J SMITH XYZ CO UK TIP if you have registered for access to additional customer acc
4. CAL CONDITI AUTHONITY FCA nm Navigatorw Ff Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts My Account l 7 I Account Details y I I Overdue Invoices GBP 15 161 74 Total Open Invoices GBP 15 161 74 4 I Search 4 I TIP If you wish to pay an inydice by credit debit card and habe access to multiple firms you must select the individual firm from the Customer list and click Go to activate the Pay By Credit Debit Card option Status Open pending v Transaction Type Invoices v 7 Transaction l D ae 4 Show More Seach Options l Go Clear Total 7ransactions 4 Selg t All 4 Select Invoices View Paper Copy Pay By Credit Debit Card Apply Credits Dispute Selera Select None l I I I I I I I Total Original Amount 15 216 44 Total Remaining Amount 15 161 74 Select Invoice Status Transaction Date Due Date Original Amount Remaining Amount UATOOO11 Overdue 05 Aug 2014 04 Sep 2014 15 001 00 14 946 30 J vaTooois Overdue 05 Aug 2014 04 Sep 2014 65 99 65 99 VATOOO20 Overdue 05 Aug 2014 04 Sep 2014 62 05 62 05 E UAT00023 Overdue 05 Aug 2014 04 Sep 2014 87 40 87 40 TIP Do you have an unapplied Credit Memo on your account If so it is now possible to apply through either the use of the Apply Credits button or when making a payment via the Pay by Credit Debit Car
5. Remaining Amount Discount Amount Application Amount Balance Due Currency UAT00028 Invoice 05 Aug 2014 04 Sep 2014 30 days 80 00 0 00 zR 15 00 65 00 GBP Total 80 00 0 00 s 15 00 65 00 i gt N N Customer Name Transaction Type Date Original Amount Remaining Amount Application Amount Unapplied Credits Currency UAT00016C Credit Memo 05 Aug 2014 15 00 15 00 15 00 0 00 GBP Total lt 15 00 gt lt 15 00 gt 0 80 A Step 3 of 3 Review v Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved NB Users can also apply credit memos by first identifying the invoice and then selecting the credit memo you wish to be applied to the invoice 7 Dispute an invoice in full or part 1 Identify transaction you wish to dispute on the Account page and click on Dispute aC AN Welcome to Online Invoicing FCA Navigator v Favorites w Contact Us Logout Home Account Manage Customer Accoum Access Manage Customer Account Contacts My Account z o a Nat at a 4 Overdue Invoices GBP 15 161 74 ve Total Open Invoices GBP 15 161 74 7 Search 7 TIP If you wish to pay an invoice by credit debit card and have access to multipla firms you must select the individual firm from the Customer list and click Go to activate the Pay By Credit Debit Card option
6. 4 E eee ee ae eek ae a Status Open pending Transaction Type Invoices v 4 Transaction ri B Hide More Search Optiows Transg tion Amount From Due Date From tid E K wo i o 7s ransaction Date From E R example 22 Sep 2014 To 4 Lee Total fransactions 4 Total Original Amount 19216 44 Total Remaining Amount 15 161 74 E Selegt All 4 o N Select voices View Paper Copy Pay By Credit Debit Card Apply Credits Dispute Seleg All Select None Status Transaction Date Due Date Original Amount Remaining Amount BATU Sa 05 Aug 2014 ln ie AA 14 946 30 yatooo1s Overdue 05 Aug 2014 04 Sep 2014 65 99 65 99 uATo0020 Overdue 05 Aug 2014 04 Sep 2014 62 05 62 05 watooo23 Overdue 05 Aug 2014 04 Sep 2014 87 40 87 40 TIP Do you have an unapplied Credit Memo on your account If so it is now possible to apply through either the use of the Apply Credits button or when making a payment via the Pay by Credit Debit Card button Selected Transactions Original Amount Remaining Amount 2 Select Reason for dispute and Invoice section from list of options 3 Click on Next aC AN Welcome to Online Invoicing FCA Navigator Favorites w Contact Us Logout Manage Customer Account Access Manage Customer Account Contacts s 2 N z P Select Dispute Reason Ss Enter Dispute Details
7. Access Manage Customer Account Contacts Contact Us Logout Copyright c 2006 Oracle All rights reserved 7 The application will confirm the dispute has been raised as shown below aC AN Welcome to Online Invoicing CAL CONDUCT AUTHORITY n Navigator v Favorites v Logout Ey Confirmation This dispute was submitted on 22 Sep 2014 The requester will receive an email whenever there is a change of status to this dispute The email will include the FCA s response to your dispute We aim to respond to your dispute as soon as possible but please note that it may take up to 12 working days Return to Account Details View Dispute Request Logout Privacy Statement Copyright c 2006 Oracle All rights reserved 8 Click on Return to account details to continue using Online Invoicing or View dispute information to view dispute details To note We aim to respond to disputes as soon as possible but it may take up to 12 working days The individual who submitted the dispute will receive an email formally responding to the dispute This will include details of who to contact if you wish to discuss further The status the disputes either Pending review or Responded can be viewed on the home page see section 1 of the user guide 8 Manage Customer account access This enables the registered user to either e Obtain access to an additional customer account or e Remove access to a customer
8. Dispute History _ Invoice Summary e If you wish to dispute this invoice credit memo in full or in respect of specific elements please click on the Dispute Button N FRN Bill To Address x N N Invoice Number Invoice Date Terms Due Date Total Amount Original Outstanding Balance UATOOO11 05 Aug 2014 30 days 04 Sep 2014 15 001 00 14 946 30 Description x Amount FSCS A018 Fee REGCOST a X 0 00 N R N FSA A019 Reductions Reductions S S 0 00 N x CFEB A019 Fee AF A019 N 0 00 amp S Sr N N FSCS SD02 Fee AEI SD02 EN R 3 i 25 12 a a N N FSCS SC02 Fee AEFSC02 0 00 Displays summary invoice information and invoice line details For a paper copy of your full invoice click here W 5 Make a card payment Users can pay their fees invoices using a variety of card types debit Maestro credit or American Express Please note surcharge rates apply for credit cards and American Express cards actual charge rates are displayed when making payment If you have a credit note on your account you may pay the net amount due by selecting both the invoice s and credit note 1 To pay your invoice select the invoice by clicking in box and click on Pay by Credit Debit Card in the Account page If you have access to multiple firms customer accounts you will need to select the appropriate firm customer first aC AN Welcome to Online Invoicing
9. Review Dispute Request DS Dispute Request Select Dispute Reason A N x Step 1 of 3 Next Use the Dispute process to dispute all or part of a transaction amount balance The disputa generates a dispute request which will be reviewed by the FCA You will be notified by email of the FCA s response to your dispute Reason For Dispute Cancelled Applied prior to 1 April Invoice Section Total v Invoice Number Invoice Date Payment Terms Currency Subtotal Tax Original Balance Existing Disputed Amount Payments and Credits Remaining Balance Attachments UAT00011 05 Aug 2014 30 days GBP 15 001 00 0 00 15 001 00 0 00 54 70 14 946 30 Total 15 001 00 0 00 15 001 00 0 00 14 946 30 Step 1 of 3 Next Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved 4 Enter Dispute amount or Percent in full or part and add additional comments to support dispute 5 Click on Next Navigator v Favorites w Contact Us Logout Home Account Manage Customer Account Adcess Manage Customer Account Contacts f s z s 4 r lt Q a eee lt Select Dispute Reason F Enter Dispute Details Review Dispute Request N Dispute Request Enter Dispute Details a A Y N gt Back Step 2 of 3 S p Enter either the percent or the amount of invoice total in dispu
10. account To remove your own access to an existing customer account enter in the Customer Name field Select customer account you no longer require and click on Remove Access and confirm aC AN Welcome to Online Invoicing CAL CONDUCT AWTHOMITY nM Navigatorw Favorites v Contact Us Logout Home Account Manage Customer Acgount Access Manage Customer Account Contacts 7 Manage Customer Account Access 4 4 Customer Name so Request Additional Customer Access Select Organization cS Customer Name Customer Number Address No search conducted x TIP To identify the customers you Fave access to type in Customer Name and click Go If you require access to an additional customer select Request Additional Customer Access You must have the customer s FRN and Unique Validation Code in order to grant yourself additional access If you no longer require access to a customer select the relevant customer and click Remove Access Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved To grant yourself access to an additional customer account click on Request Additional Customer Access and follow the on screen prompts Please note you must have the Firm Reference Number and its Unique Validation Code to complete this process 9 Manage customer acco
11. 1 To apply a credit memo to an outstanding invoice select the credit by clicking in box and click on Apply Credits button in the Account page aC AN Welcome to Online Invoicing FCA Navigator Favorites v Contact Us Logout Home Account Manage Customer Account Access we Customer Actount Contacts My Account es Pad _ Account Details p 4 Account Balance 28 327 84 4 Search l TIP If you wish to pay an invoice by credit d bit card and have access to multiple firm you must select the individual firm from the Customer list and click Go to activate the Pay By Credit Debit Card option I Statyf Open pending v Transaction Type All Transactions v 7 Transaction i D Show More Search Options rs 77 E Total Transactions 12 ElSele t All12 7 Select Transaction Pay By Credit Debit Card Apply Credits Select All Sele tNone Total Original ai a 27 568 35 Total Remaining Amount 28 327 84 ransa tion Type Status Date Due Date Original Amount Remaining Amount O anas Invoice Open 22 Sep 2014 22 Oct 2014 15 001 00 15 001 00 E u TO0050P Payment Open 17 Sep 2014 17 Sep 2014 2 000 00 1 438 59 9 7190179 ICP 24600003001 Payment Open 03 Sep 2014 03 Sep 2014 203 08 5 00 yatoo014 Credit Memo Overdue 05 Aug 2014 05 Aug 2014 100 00 100 00 UATOO016C Credit Memo Overdue 05 Aug 2014 05 Aug 2014 15 00 15 00 a UATO
12. Financial Conduct Authority FINANCIAL CONDUCT AUTHORITY Online Invoicing User guide Introduction Welcome to the Online Invoicing user guide Set out below is guidance on how to use the application if you need it WwW Once firms are registered as a user you can access Online Invoicing https gateway fsa gov uk onlineinvoicing via the Chrysalis logon page Your login details are e username your email address and e password your personal password entered when registering The application is easy to use and to navigate around That said to help users maximise Its use this guide specifically covers The home page Viewing your account details View printing invoices Viewing invoice details and related payment information Make a card payment Applying credits Disputing invoices in full or part online Manage customer account access and Manage customer account contacts If you require further information or helo when using the application please email tcafees tca org uk or telephone the Customer Contact Centre on 0845 606 9966 Financial Conduct Authority 1 1 The home page The home page functionality is highlighted below Summarises your firm s debt position Download your statement and includes the option to view age by clicking on the choose profile You can also use embedded links required format and click on to view specific transactions Download
13. MITY FCA n Navigatory Favorites w Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts 7 O 7 Select Credits oe Select Transactions Review Apply Credits Select Transactions 4 F Cancel Back Step 2 of 3 Select Transactions w Next 7 ctT cti Customer Geo Al add Transactions persh sppicebon Amounts This table displays debits transactions for apply credits flow Select Customer Name Transaction Type Date DueDate Payment T Rema Ano Discount Amot Application Amount Balance Due Currency No results found Total 0 00 0 00 0 00 0 00 Selected Credits 9 Customer Name Transaction Type Date Original Amount Remaining Amount Application Amount Unapplied Credits Currency UATOOO16C CreditMemo 05 Aug 2014 15 00 15 00 15 00 0 00 GBP Total lt 15 00 gt lt 15 00 gt 0 00 TIP If applying credits to invoices enter the credit note value you wish to apply into the Transaction Application Amount Cancel Back Step 2 of 3 Select Transactions v Next Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved 4 Enter in the Transaction Number field to view open invoices Then select invoice by ticking box and click on Select Search and Select Add Transactions BER os mi Eai Pa Cancel Sele
14. N s 4 E Reset Application Amounts This table displays Webits transactions for apply credits flow Select All Select None Se co Customer Name Transaction Type Date Due Date Payment Terms Remaining Amount Discount Amount Mpplica t Balance Due Currency Sa UATO0028 Invoice 05 Aug 2014 04 Sep 2014 30 days 80 00 oo Sy 80 00 GBP N Recalculate Total 80 00 0 00 0 00 80 00 N N N N Customer Name Transaction Type Date Original Amount Remaining Amount Application Amount Unappited Credits Currency UAT00016C Credit Memo 05 Aug 2014 15 00 15 00 15 00 0 00 GBP Total lt 15 00 gt lt 15 00 gt OU i x x TIP If applying credits to invoices enter the credit note value you wish to apply into the Transaction Application Amount Cancel Back Step 2 of 3 Select Transactions Next Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved 6 Review application of credit memo to invoice and click on Apply to complete the process aC AN Welcome to Online Invoicing FCA Navigator amp Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts Ba SS Select Credits Select Transactions Ne Review Apply Credits Review N Transaction Type Date Due Date Payment Terms
15. OO12 Invoice Overdue 05 Aug 2014 04 Sep 2014 14 999 99 14 999 99 E vatooos Invoice Overdue 05 Aug 2014 04 Sep 2014 65 99 65 99 2 Select the credit memo and click on Next aC AN Welcome to Online Invoicing FCA Navigator v Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts 7 EES ae 7 Ta Select Credits 7 Select Transactions Rewiew Apply Credits Select Credits 7 x Cancel Step 1 of 3 Select Credits v Next 7 a ra L ooo _ Select Credits gate ya pos Customer v Ww Remove L7 clear All Add Credits Reset Application Amounts 7 ear eset Application Amoun Select All J Select None SelegsCustomer Name Transaction Type Date Original Amount Remaining Amount Application Amount Unapplied Credits Currency UATG0016C CreditMemo 05 Aug 2014 15 00 15 00 15 00 0 00 GBP Recalculate Total lt 15 00 gt lt 15 00 gt 0 00 TIP If applying credits to invoices enter the credit note value you wish to apply into the Transaction Application Amount Step 1 of 3 Select Credits v Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved 3 Identify the invoice you wish to apply the credit to by clicking on the Add Transactions button aC AN Welcome to Online Invoicing LAL CONDUIT ATHO
16. Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts My Account 1 7 n Ee 4 7 Overdue Invoices GBP 15 161 74 7 Total Open Invoices GBP 15 161 74 4 Search TIP If you wish to pay an invoice by credit debit card afd have access to multiple firms you must select the individual firm from the Customer list and click Go to activate the Pay By Credit Debit Card option Statug Open pgnding Transaction Type Invoices Ps Transaction 2 v7 Liy E Hide More Search Options PE a Transaction Amount From Due Date From mz E 4 To w BS 22 Sep Transaction Date From El example 22 Sep 2014 4 oR amp Total Trpfisactions a gt Total Original Amount 15 216 44 Total Remaining Amount 15 161 74 E Select All 4 7 Select Invoices View Paper Copy Pay By Credit Debit Card Apply Credits Select ll Select None Select All Status Transaction Date Due Date Original Amount Remaining Amount VATOOO11 Overdue 05 Aug 2014 04 Sep 2014 15 001 00 14 946 30 yatooo1s Overdue 05 Aug 2014 04 Sep 2014 65 99 65 99 vatooo20 Overdue 05 Aug 2014 04 Sep 2014 62 05 62 05 E wvatoo023 Overdue 05 Aug 2014 04 Sep 2014 87 40 87 40 TIP Do you have an unapplied Credit Memo on your account If so it is now possible to apply through either the use of the Apply Credits button or when making a pay
17. ard details Please note card surcharge rates in the Card Type field if applicable 5 If you are content with the surcharge rate if applicable and wish to progress payment click on Proceed Please remain on this page whilst your payment Is being processed VISA 7 na 2D fe OE Electron s 7 a Please Enter Your Card Details Below N i 1 x 7 x 7 Card Type 7 Expiry Date o1 2014 7 Amount 14946 30 GBR Reference 7 Card Security Code 7 7 x Proceed ancel The PXP payment screen provides a secure environment to protect your transactions After paying you will see arning me ing that you will be redirected to an insecure site This should not cause concern your ard information is NOT transmitted back to the merchant s site so it is safe to simply click Yes and proceed Please do not click back at any time during or immediately after payment as this may cause duplicate payments This Payment page will timeout after 10 minutes Powered By xp solutions 6 From the payment confirmation screen click on View Paper Copy to view save a pdf copy of the payment Users will also receive email confirmation of payment Welcome to Online Invoicing n Navigatorw Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts P N Information Payment Received Thank
18. ct 7 7 s Search L L 7 Pa 7 To find your item select a filter item inthe pulldown list and enter a value in the text field then select the Go button Advanced Search 7 I I L oz Go Search By Transaction Number v 3 7 7 7 7 I 7 Select All Sel ct None L Transaction Purchase Sales Original Remaining Discount Seleghumber Type Date Due Date Order Order Amount Amount Amount Customer Name a F UAT00028 Invoice 05 Aug 2014 04 Sep 2014 80 00 80 00 0 0 atl2345 Invoice 22 Sep 2014 22 Oct 2014 15 001 00 15 001 00 0 0 UATO0018 Invoice 05 Aug 2014 04 Sep 2014 65 99 65 99 0 0 UATO0020 Invoice 05 Aug 2014 04 Sep 2014 62 05 62 05 0 0 UATO00023 Invoice 05 Aug 2014 04 Sep 2014 87 40 87 40 0 0 UATO0012 Invoice 05 Aug 2014 04 Sep 2014 14 999 99 14 999 99 0 0 m UATOO042 Invoice 05 Aug 2014 04 Sep 2014 50 00 50 00 0 0 Cancel Select 7 k 5 Select the invoice by ticking box enter the Application Amount credit memo value and click on Next aC AN Welcome to Online Invoicing FCA Navigator Favorites v Contact Us Logout Home Account Manage Customer Accoyrtt Access Manage Customer Account Contacts 7 N S o 5 2 Select Credits r Select Transactions Review Apply Credits Select Transactions is x we a Sy Ns Cancel Back Step 2 of 3 Select Transactions v Next 2 i s _ Select Transactions 7 C 7 S z N x x CfHistomer re
19. d Apply Credits Dispute Select All Select None Select Invoice Status Transaction Date Due Date Original Amount Remaining Amount UATOOO11 Overdue 05 Aug 2014 04 Sep 2014 15 001 00 14 946 30 F UATOOO18 Overdue 05 Aug 2014 v Sa 04 Sep 2014 Y 65 99 4 N 65 99 N 7 gt Aad Overdue 05 Aug 2014 04 Sep 2014 62 05 1 1 62 05 a gt I Z UATO023 Overdue 05 Aug 2014 04 Sep 2014 87 40 1 a 87 40 N I L TIP Do you have an uNapplied Credit Memo on your account If so it is now possible to apply through either the Tse of the Apply Credits button or when making a payment yia the Pay by Credit Debit Card button D gt x I 7 Recalculate lt s 3 Selected Transactions Original Amount SS Remaining Amount A 7 7 e N I 7 I S 7 Tick all or Individual transactions and Displays transaction details click on Recalculate to view totals Above screenshot demonstrates the account transaction view having selected Open Pending Invoices with Due date from not selected from the Show more search options criteria 3 Viewing printing invoices 1 To view print your invoice select the invoice by clicking in box and click on View Paper Copy in the Account page New window will open to display invoice Print or save document as required aC AN Welcome to Online Invoicing FCA Navigator v Favorites w Contact
20. d button Recalculate Selected Transactions Original Amount Remaining Amount Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Copyright c 2006 Oracle All rights reserved Privacy Statement 2 Review transactions selected for payment 3 Click on Pay Now to commence and confirm you are happy to progress payment payment process by clicking in box 4 aC AN Welcome to Online Invoicing A Home Account Manage Customer Account Access Manage Customer Account Contacts FC m Navigator Favortes v Contact Us Logout Pay By Credit Debit Card 4 Information i Below is a summary of the transactiofis you have identified for payment Please review the Payment Information and confirm your agreement below before selecting Pay Now Please note Surcharges will apply when paying by credit card or American Express Surcharge rates will be shown on the Card Type section on the next page once you have entered your card details 7 Payment Summary 4 Custorfier Name Total Payment 14 946 30 FRN Bill To 4 4 TA Transaction gummary a 4 Transactiosf Number Transaction Type Transaction Date Due Date Amount Due Remaining UATOOO11 Invoice 05 Aug 2014 04 Sep 2014 14 946 30 K p Net Amount Due 14 946 30 Review Payment Information E I have reviewed and agree with the Payment Information X Pay Now 4 Enter your c
21. he Customer list and click Go to activate the Pay By Credit Debit Card option 1 Status Open p nding ai Transaction Type Invoices v Transaction Hide More Search Options Transaction Amount Fom Due Date From OoOo E x B To E Transaction Date From E example 22 Sep 2014 rofl a so Gear Total Transactions 4 Total Original Amount 15 216 44 Total Remaining Amount 15 161 74 E Select All 4 4 Select Invoices View Paper Copy Pay By Credit Debit Card Apply Credits Select All Select Nong Select Invoice gt Status Transaction Date Due Date Original Amount Remaining Amount UAT00011 Overdue 05 Aug 2014 04 Sep 2014 15 001 00 14 946 30 E varTooo1s Overdue 05 Aug 2014 04 Sep 2014 65 99 65 99 yatooo20 Overdue 05 Aug 2014 04 Sep 2014 62 05 62 05 UAT00023 Overdue 05 Aug 2014 04 Sep 2014 87 40 87 40 TIP Do you have an unapplied Credit Memo on your account If so it is now possible to apply through either the use of the Apply Credits button or when making a payment via the Pay by Credit Debit Card button Recalculate Selected Transactions Original Amount Remaining Amount 2 Click on History to view payment details Navigator Favorites w Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts Account gt Es Invoice UAT00011 gt View Paper Copy Pay By Credit Debit Card Apply Credits
22. lick on link to PCL website 2 Viewing your account details This provides firms with the ability to view invoices payments using a variety of criteria View your account balance 7 Utilise the various search options to review transactions eg by Transactions Status eg any open pending closed by Type eg Payments Invoices or click on Show more search options for date ranges etc Then click Go to see transactions CAL CONDUCT ASTHONITY aC AN Welcome to Online Invoicing FCA mM Navigator v Favorites w Contact Us Logout Manag Customer Account Access Manage Customer Account Contacts My Account l Lc p I Pia i 7 I Account Details v _ rad p i a s I I Overdue Invoices GBP 15 161 74 paid g F 7 i 1 Total Open Invoices GBP 15 161 74 Cad Search ma Pa l Cad Pd 1 7 TIP If you wish to pay an invoice by credit debit card and have access to multiple fiprffs you must select the individual firm from the Customer ligt and click Go to activate the Pay By Credit Debit Card option I Status Open pending ma Transaction Type Invoices E w 7 A I 7 Transaction ih I a Hide More Search Options Transaction Amount From a Due Date From E To is To Transaction Date From pO ee ee ae k E eo ear Total Transactions 4 Total Original Amount 15 216 44 Total Remaining Amount 15 161 74 E Select All 4 Select Invoices View Paper Copy Pay By Credit Debit Car
23. ment via the Pay by Credit Debit Card button Recalculate Selected Transactions Original Amount Remaining Amount 2 If the invoice is not immediately available you will be directed to the following screen Click on Refresh to view request status The Phase column will detail report progress Pending Running or Completed 1 aC AN Welcome to Online Invoicing FCA Navigator Favorites w Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts 7 My Account a z y 7 Requests 7 All new customer transactiop are pre generated and stored within Online Invoicing y pre g g 7 You have been re direct d to the Requests screen because you have requested to view a transaction which is not immediately available This request will take a few minutes to complete or slightly longer during busy periods Once the regifest is complete the output can be viewed by selecting the Output icon A Please do not ngvigate away from this screen until you have viewed your paper copy you can refresh the request status by selecting Refresh Refresh FCA Online Invoice Print Running 21 May 2014 13 16 18 16689269 Return to Account Details Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout 3 When Completed click on Output icon to view invoice in a new window aC AN Welcome to Online Invoicing FCA
24. ounts please be aware that your email address and telephone number details will not be displayed against any personally assigned customer accounts Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout
25. te ae n Invoice Section Total S Reason For Dispute Cancelled Applied prior to 1 April S A Enter additional comments explaining why the invoice is disputed required field Cancelled on Dispute Amount Percent 100 Entire Remaining Amount UAT00011 05 Aug 2014 30 days GBP 15 001 00 0 00 15 001 00 0 00 54 70 14 946 30 Total 15 001 00 0 00 15 001 00 0 00 14 946 30 Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout Privacy Statement Copyright c 2006 Oracle All rights reserved 6 Check dispute request information If information is incorrect click Back and re enter information as appropriate If information is correct click on Submit Navigator v Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts E Select Dispute Reason Enter Dispute Details Review Dispute Request s Dispute Request Review Dispute Req e uest N Reason For Dispute Cancelled Applied prior to 1 April Invoice Section Total Dispute Type Percent Percent Disputed 100 Current Disputed Amount 15 001 00 Additional information Cancelled on Invoice Summary a aaa GST Obst 05 Aug 2014 30 days _ west EDAH 8 00 15 001 00 Anil aid 14 946 30 Total 15 001 00 0 00 15 001 00 0 00 14 946 30 Home Account Manage Customer Account
26. unt contacts To change a registered user s status to Active or Inactive eg to be used when a person is on maternity leave e Active status registered users will have access to the customer account and receive email notifications e Inactive status registered users will not have access to the customer account and will not receive email notifications 1 To change a registered user s status for a customer account select Manage Customer Account Contacts If you have access to multiple customer accounts you will need to select the appropriate customer first CAL CONDEI AUTHOMITY CAN Welcome to Online Invoicing FCA n Navigatorw Favorites v Contact Us Logout Home Account Manage Customer Account Access Manage Customer Account Contacts Information To manage customer account contacts you must first select the customer for which you would like to manage To do this please select a customer from the fist located at the top of the Home page Home Account Manage Customer Account Access Manage Customer Account Contacts Contact Us Logout 2 The Manage Customer Account Contacts screen will then display all active registered 3 Click on Remove to make a registered user Inactive n Navigatorw Favorites v Contact Us Logout Home Account ManageCustomer Account Access Manage Customer Account Contacts 7 Account Contacts 7 a Status Active v Se s Name
27. you Please note you will shortly receive an email containing payment summary confirmation for your records You can also save a PDF copy of this payment by clicking on the View Paper Copy button located in the bottom right hand corner of this page Alternatively you can return to the My Account page by clicking the My Account button ayment Confirmation N S S N S Payment Summary N S N Customer Name Payment Number 190179 ICP 26500033001 FRN Payment Date 22 Sep 2014 Bill To N N N N Ne Total Payment Transactions 14 946 30 Card Surcharge yv 298 93 Total Payment Received or 15 245 23 oo N ot Pads Transaction Summary _ ene ze Pa ERA a N Transaction Number Transaction Type Transaction Date Due Date Amount Applied na g ee UAT00011 Invoice 05 Aug 2014 04 Sep 2014 14 946 30 PES g 7 a N s A N Net Amount 14 946 30 ATA o a o eal XN N r g rd Privacy Statement Page displays Total Transaction value and card payment surcharge if applicable and Total payment charged View Paper Copy V Copyright c 2006 Oracle All rights reserved Click on My Account to return to the Account page The paid invoice paid will now be a closed transaction 6 Applying credits Users can apply credit memos to outstanding invoices to reduce open items on the account You can also net off a credit memo when making a payment by selecting both the invoice s and credit note see section 5

Online Invoicing / User guide

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