Customer Accounts: Enrolled Customers

  1. Customer Enrolled Accounts
    1. Create Search
      1. Go to Customer Accounts and select Enrolled Customers
      2. Fill in any applicable filters to obtain search results
      3. Select Search
Enrolled Customers Screen

  1. Enrollment Activity
    1. Select Spyglass next to the account you wish to view
Enrolled Status Screen

Customer Payments

  1. Non-Authenticated Payment
    1. Create Payment - detailed required information
  2. Search Payments
    1. Create Search
  3. Transaction Reconciliation
    1. Create Search
    2. New Features Available
    3. Export Search Results
  4. Account Posting
    1. Create Search
    2. Export Search Results
  5. Recurring Payment Summary
    1. Create Search
    2. Export Search Results