Residential Portal

Residential Portal is a tool used by residential subscribers to view their account information and manage payments. Nearly all of Residential Portal is customizable. The screenshots within this documentation were captured within a demonstration version of the portal.

The following documentation describes the options available to users logging in to Residential Portal with their account number and passcode. Contacts are granted access to Residential Portal within Data Entry assigned permissions. See the Contacts Sub-tab documentation for information on these permissions.

Once logged in to Residential Portal, users can interact with the available options. These options are defined below.

Login Credentials #

The Login Credentials section displays the account information the user is currently viewing.

Users can interact with the available options to update the account they’re viewing at any time. These options are defined below.

Make a Payment #

The Make a Payment option displays the subscriber’s current balance. Users can select this option to apply payments and view past invoices.

Quick Payment #

The Quick Payment section lists payment details and allows the user to input either credit card or checking account information to apply a payment to their balance. Payments made via Quick Payment will apply to invoices from oldest to newest.

Perform the following steps to make a payment.

1. Input the dollar amount you wish to apply into the Amount to Pay field.
2. Input the date the payment should post into the Payment Date field.
3. Select the applicable Payment Type.
   • Credit: a credit or debit card will be used.
   • Checking Account: a bank account will be used.

Depending on the type selected, the payment information fields will update to gather the appropriate information.

Credit Payment #

Selecting Credit from the dropdown will update the fields to request credit card information.

Perform the following steps to use a credit card.

1. Enter the credit or debit card number in the Card # field.
2. Enter card expiration month in the Expire Month field.
3. Enter card expiration year in the Expire Year field.
4. Enter the name as it appears on the card in the Name on card field.
5. Enter the card’s billing address in the Billing Address field.
6. Enter the card’s billing zip code in the Postal Code field.
7. If desired, select the Save as recurring payment method option.
   • If selected, the payment information will be saved on file for future recurring payments.
8. Select Pay Now to authorize the payment.
   • This will display the confirmation dialog box.
9. Select OK to confirm the payment.

Checking Account Payment #

Selecting Checking Account from the dropdown will update the fields to request bank account information.

Perform the following steps to use a checking account:

1. Enter the name as it appears on the check in the Name on account field.
2. Enter the bank account number in the Checking account # field.
3. Enter the checking account number again in the Re-enter account #.
4. Enter the nine digit routing number in the Bank routing # field.
5. If desired, select the Save as recurring payment method option.
   • If selected, the payment information will be saved on file for future recurring payments.
6. Select Pay Now to authorize the payment.
   • This will display the confirmation dialog box.
7. Select OK to confirm the payment.

Pending Payments #

The Pending Payments table displays payments waiting to post to the account. The payments displayed here are read-only for reference purposes.

Pay Bill #

The Pay Bill table displays all outstanding invoices awaiting payment. Users can interact with the Pay Bill table via the available toolbar options. These options are defined below.

View Selected #

Selecting View Selected will display the Invoice Details dialog box.

Users can send the invoice to their desired printer via the Print option. Selecting Print will display the Print Invoice dialog box.

Perform the following steps to print the invoice.

1. Select the printer the invoice should send to from the Select Printer dropdown.
   • The available options are custom to your system.
2. Select Print to print the invoice.

Pay Selected #

Selecting Pay Selected will display the Pay Bills dialog box. The bill information (AR Number, Total Due, Amount Pending, & Total Selected) will automatically populate. These fields are read-only for reference purposes.

Perform the following steps to apply a payment to the selected bills.

1. Select the desired payment method from the Payment Type dropdown.
2. Input the date the payment will be charged into the Payment Date field.
3. If desired, update the Amount to Pay fields as necessary to apply partial payment toward bills.
4. Confirm the Payment Amount is correct.
5. Select Make Payment to complete applying payment to the selected bills.

User Information #

Selecting User Information from the home screen will display the Login Information page.

This page allows users to manage their login credentials they use to access Residential Portal.

Create Login #

Selecting either the available edit options or the Create Email Login option will display the Create Login dialog box.

Perform the following steps to add an email login to your user.

1. Input the email address you wish to use as your username into the Email field.
2. Input the password you wish to use to log in into the Password and Retype Password fields.
3. Select Create to complete adding the email.

Once saved, the email will display in their list of registered emails.

Zones #

The Zones table displays all zones assigned to the subscriber account. See the Zones documentation for detailed information on how to manage account zones.

Users can interact with the table via the available toolbar options. These options are defined below.

Edit #

Selecting Edit will display the Edit Zone Description dialog box.

Perform the following steps to update the description.

1. Input the description that should replace the existing description into the New Description field.
2. Select Save to complete updating the zone description.