ProLink - Account
The account view offers additional details regarding the status of the consumer's account with your company. The view comprised of a number of vertically scrolling panels that each display related information regarding. When the consumer's account is assigned a billing type of "job," certain content can be displayed as either "consolidated" (the sum of all jobs) or "job" (just the information for the selected job). In the case of a job billed account, the job selection control is provided. If the consumer's account is job billing but only has a master job (zero), selection is assumed and not required.
Account View: Job Selection
General Information
This panel lists address and phone information about the selected job or the account (if no job selection has been made). This includes the name, company, address lines (2), city, state, and postal code. Address lines (1 and 2) are only shown if they are used. The phone number is also listed if available. This information can be updated from the Account Maintenance form or Job Maintenance form available from the Database menus found in either the Point of Sale or Receivables areas in the software. Address formatting may vary by region.
General Information
Store Representative
This section is only displayed in the home view if the consumer's receivables account has an assigned user (sales person). The sales person is designated on the Codes tab of Account Maintenance form. The information regarding the "store representative" comes from the User ID data. This information includes the user's first and last name as well as their Email and cell phone number if designated. If no Email or phone number are set for the user, nothing is displayed.
Store Representative (Assigned User)
Icons next to the Email and phone number are displayed and offer shortcuts to initiating either a new mail message or telephone call from your device (if your device is capable of either).
Activity
This panel lists some information about the consumer's sales activity. The information presented will reflect the overall (consolidated) account when no job selection has been made. If a job has been selected, the information only reflects the selected job.
Activity Panel
Last Charge Date
This date is the date of the last charge sale transaction (invoice) processed to the consumer's account or the selected job. This would not include any cash-type transaction that did not involve an "in-house" charge (receivables) amount.
Last Sale Date
This is the date of the last sale (invoice) transaction processed to the consumer's account or the selected job involving any payment method (including sales involving a receivable's charge).
Last Payment Date
This is the date of the last payment processed from the software for the consumer's account or the selected job. This date does not reflect pending payments made via the ProLink app.
Last Payment Amount
This is the amount of the most recent payment processed from the software for the consumer's account or the selected job. This amount does not reflect pending payments made via the ProLink app.
Activity Sales Figures
Sales figures do not include sales tax and are not reduced by any past or future statement (early payment) discounts unless they were applied at Point of Sale for cash-type payment. In addition, certain item types, such as sales of gift cards, are not included in sales totals. Any adjustments are typically considered by sales figures and can either increase or decrease the sales amount. The four (4) periods listed are defined as follows:
YTD Sales (Year-to-Date)
This is the sum of all sales made involving the consumer's account or the selected job for the current calendar year. This figure does not represent the prior 12 months. It represent a partial year's sales until the last day of the calendar year. This figure is zero at the beginning of each new year.
MTD Sales (Month-to-Date)
This is the sum of all sales made involving the consumer's account or the selected job for the current calendar month. This is based on the calendar month only, so it usually represents a partial month period, and is not the same as the "last 30 days." This figure will be zero at the beginning of a new month.
Prior Month Sales
This is the sum of all sales made involving the consumer's account or the selected job for the prior (last) calendar month. This is month that immediately preceded the current month, not the same month for the prior year.
Prior Year Sales
This is the sum of all sales made involving the consumer's account or the selected job for the entire previous calendar year. This period is not for the prior "year-to-date," so comparisons between the YTD Sales and this figure are usually comparing a partial year to a full year's sales activity.
Balances (Consolidated or Job)
The balances panel is similar to the account/job summary found on the "Home" view. The primary difference is that we include the credit limit and available credit as well as balance summary information. Detailed aging is not shown, but can be viewed on statement documents. When the consumer is billed by job, but no job selection has been made, this panel's heading "Balances" will be followed by the word "Consolidated." Job balances only apply to consumer accounts that are billed by job.
Balances Consolidated
Credit Limit
This is the total credit limit assigned to the consumer's account.
Credit Available
This is the consumer's credit limit plus any unapplied credits (returns, payments, and credit adjustments) and less any outstanding balances, new charges, and pending transactions (open orders, work orders, etc.). Due to pending transactions, the "available" may not match the limit less the total due. This should be explained to the consumer should they notice and ask about it.
Outstanding
This is the sum of all aged balances including finance charges for the account or job (if job billed). Aged balances include the remaining amounts of balances that have been previously billed (meaning a statement has been generated). Balances are reduced when payments, credit memos, discounts, and/or credit adjustments are applied either manually via the Posting transaction on the Receivables menu or automatically when monthly billing processes. Open item accounts tend to require more manual maintenance (Posting) whereas "balance forward" accounts typically can be handled either manually or automatically by your company.
-Credits
This is the total of credits that have not yet been applied to balances and/or open items for the account or job (if job billed). This total reduces the amount due and total figures (shown below). Credits include the sum of payments, credit memos, and credit adjustments; however, it does not consider statement discount. If the customer is eligible for a statement discount, they would typically retain a credit on their account for any amount they overpay once their payment is applied.
Amount Due
This is the outstanding less credits total for the account or job (if job billed).
New Charges
New charges is the total amount due that has not yet been billed (current cycle) for the account or job (if job billed). This amount is not technically due yet; however, will be billed if not paid by the next statement. If the customer wanted to pay-off their account in total, they can submit a payment that includes new charges.
Total
This is the sum of the amount due and new charges for the account or job (if job billed).
Making a Payment
In order for a customer to make a payment, a number of conditions must be met. For more information about how payments work with the ProLink app, click here.
Accepting Payments from
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If the customer has unapplied credit memos (returns) that are linked to open items (invoices), the amount (total) due displayed for those invoices will be reduced by the outstanding credit memos linked to the open item invoice. In cases where the invoice is fully paid by the unapplied credit memo, the invoice is not listed.
Balance Forward Payments
In the case of a Balance Forward account, there is no invoice selection required. Instead, the consumer enters the amount they want to pay up a maximum the "Total" in a text area. They can pay less than the total, such as the "amount due" or some other amount.
Payment on Account (Balance)
Unapplied payments, such as by check, are not considered. It is possible for the consumer to select more invoices (open items) and submit payment for more than their total due in this case. If this happens, the situation can be resolved in post-processing via the application by either rejecting the payment or adjusting the payment amount to the total due. Payments can be rejected during post processing if necessary.
The next step in Payment submission is a signature. ProLink changes to a landscape orientation when capturing a signature in order to provide sufficient room for the signature area. The consumer would choose "Done" if satisfied with their signature or "clear" to remove the current signature allowing them to resign. Choosing "done" returns the consumer to the prior view to complete their payment.
Signature
A smaller image of the signature is displayed on the payment submission view.
Terms & Conditions
The final step in accepting payment or order submission is acceptance of the branch terms & conditions (aka. disclaimer). The terms & conditions text is determined by your company. The same terms & conditions are presented when submitting an order as those used for payment on account. For this reason, the party writing your terms and conditions should take both situations into consideration. To close the disclaimer, the consumer (end-user) would use their back button on Android™ platform devices or the "close" option that is displayed on iOS (Apple®) devices. In the event that your company enables ProLink app for a branch location without specifying your own disclaimer, a default disclaimer is used (shown in the image below). Your company is responsible for the content of the disclaimer regardless of whether you use your own disclaimer or not.
Default Terms & Conditions
The consumer must check the "I agree" check box before their payment or order request will be processed further; however, we don't require that the terms & conditions be viewed before a consumer checks the "I agree" check box.
A confirmation dialog with the total of the invoices selected is displayed once the consumer selects "Submit Payment."
Confirmation Dialog
Assuming they answer "yes," a second dialog, "A payment has been submitted," appears confirming that their payment was submitted.
After payment submission has been completed account summary displays the most recent payment amount and date submitted from the app for the account or job (if the account is job billed).
Submitted Payment
Only one pending on-line payment on account per account or job (if the customer is billed at the job level) is permitted at any given time. Once post-processing of the payment has been completed from the software, additional payments on account can be accepted via the ProLink app (the "make payment" button is shown).
Rejected Payments
There can be reasons why a customer's payment might be rejected such as card expiration or other reasons. If the payment is rejected from the application, the consumer (app user) is shown a message indicating that their payment was not accepted as well as any message that the user who issued the rejection provided.
Rejected Payment
Order Deposits
Post Processing
Post Processing procedures vary based on the type of E-Commerce submission. Each type is discussed in more detail below:
ProLink Payments on Account
This topic section discusses what happens after a consumer (ProLink app end-user) successfully submits a payment on account via the app as well as how your company must process that payment to complete the process.
Notification
After a consumer submits an on-line payment on account, we attempt to send a number of notifications. Notifications are sent to the following:
•The user assigned to the account. The notification method is determined by the user's notification settings (standard notification queue, Email, or text message).
•The user assigned as the Receivables application manager (Main Menu > Maintenance > Database > Parameters, Setup tab, UserID tab).
•The Notify Email, if any, indicated for the consumer's selected Branch (location) in the app (Main Menu > Maintenance > Database > Branches, ProLink tab).
•The Notify User, if any, indicated for the consumer's selected Branch (location) in the app (Main Menu > Maintenance > Database > Branches, ProLink tab). The notification method(s) are determined by the user's notification settings (standard notification queue, Email, and/or text message).
In some cases, the same user may receive the same notification more than once. An example of when this would occur is when the same user is assigned to the account but is also the notification user assigned to ProLink in the branch settings.
Payment Processing
After submission, the payment must be processed from the Payments transaction located on the Point of Sale menu. To process the payment, do the following:
1. From the Main Menu, choose Point of Sale > Payments and then select the Received on Account radio button.
2. Select the customer account (and job if applicable) that the payment was submitted by.
3. Choose E-Commerce from the Import (F2) context menu.
4. From the "Import E-Commerce Payment" dialog, select the payment from the ID drop down control.
Payments are assigned an unique automatically generated temporary ID which is listed along with other information such as the job and amount.
5. After choosing the "Accept" form on the dialog, the "Amount to Apply" on the Payments form displays the payment amount. The amount cannot be modified.
6. When choosing Process (F12), the process form automatically sets the payment method to "bankcard" and the amount to match the customer's payment. The Payment tab, except for the Finish and Back buttons, is disabled (modal) to prevent changes to the card information or amount.
7. After you've processed the payment, the payment will be listed as an open (un-applied) credit for the customer. The Posting transaction found on the Receivables menu is used for posting (applying) payments to balances and open items.
If the consumer's account type is "open item," their invoice selections via the app will be retained with the payment for Posting. When the payment is selected in the Posting form and open (unpaid) items are listed, invoices matching the ones selected by the user will be auto-filled with paid amounts. These selections can be overridden by the user.
What happens if the card payment is rejected by the processor?
If the card on file is rejected by the processor, the payment won't process in the software and you will receive some type of message from the PAYware Connect service providing a reason for the rejection. In this case, you would usually then reject the payment (read further for more on this) which provides a way of communicating the issue to the app user.
Rejecting a Payment
Submitted payments can be rejected by your company. This might be done due to an issue with the card on file or for other reasons. Rejecting an on-line (E-Commerce) payment does not remove the payment record and you can reprocess the same payment later.
To reject an E-Commerce payment on account, choose "Reject Payment" from the context menu associated with the Menu Marker 
on the Payments form (next to the account name).
After choosing "Reject E-Commerce Payment" from the context menu, a dialog is shown that allows you to choose a rejection reason and type a message with further explanation. Two (2) reasons are provided for selection: "Account Issue - Call" and "Payment Issue - Call." The selection doesn't impact the handling of the rejection.
The message entered is shown to the app user (consumer) the next time they check their account summary using the ProLink app.
Deleting a Payment
Deleting a payment is not the same as rejecting the payment. Deleting a payment removes the payment permanently. Deleting payments may be done in cases where the consumer contacts your company to cancel an on-line payment or when attempts to process the payment or contact the customer have failed.
Payments can be deleted from the "Import E-Commerce Payment" dialog. After selecting the payment, a Menu Marker is displayed which offers a "delete" selection. Deleting an E-Commerce payment does not notify the consumer. After removing the payment, the consumer (app user) will be able to submit another payment as long as a card contract is still linked to their account.
Statements
This panel provides options to view either past statements or to produce a "current" statement document.
Statement Options
Generate Current Statement
The "generate current statement" is the same as the current statement option available from the Status inquiry available from the Receivables, Inquiry menu. This is a "to-date" statement and is not exactly the same as the actual bill the consumer (customer) would receive.
Show Past Statements
The "show past statements" button provides a listing of statement documents from the most (newest) to the least (oldest) recent in increments of 25-documents. This provides the same exact results as the Documents feature would if using a filter by document type of "statement." The consumer can use the "load more" button at the end of the list to retrieve additional documents. For consumer accounts that are billed by job, each job would display a statement. The listing provides the document number, date/time, type (always "statements" in this case), and job name. For accounts that are not billed by job, no job name would appear. In addition, no job name is listed the summary statement if used with a job billed account. Totals are not listed for statement documents. This is intentional since statements may involve a multiple totals when discounts are offered for on-time or early payment.