2. First Step: Open the Search option in the left
menu of Vision, to open the Search page.
◦ This will let you search for the customer account
◦ Tip: Make sure you are using 13 digit long
customer account numbers in Vision.
-CSG/ASCR accounts are 16 digits long
3. Second Step: On the Account Search Page,
select the “account number” checkbox option
at top, to search for customer’s account.
◦ There are other checkboxes you can select, to
search for customer with other methods.
4. Third Step: There will be three boxes for the
account number. (“Corp”, “House Num”, and
“Cust Num”)
◦ In the “Corp” field, enter the first 5 digits of account
number.
◦ In the “House Num” field, enter the next 6 digits.
◦ Finally, in the “Cust Num” box, enter the last 2
digits.
◦ Click “Search”
◦ This is the customer’s full account number.
5. The different types of payments that are
allowed: EFT payments and Credit Cards.
◦ EFT is short for Electronic Funds Transfer
Electronic check or bank account withdraw
Expand billing section and select “Payment” on left side.
First payment will require batch to be opened.
-First payment of day requires batch.
Another window will open automatically, click “open to
get a batch” on bottom right of screen
6. Select the payment type (EFT or CC)
There is an add-fee that MUST be checked to
continue. NEVER leave that blank!
◦ $5.99 convenience fee
Put in the credit card information or EFT
information.
◦ Customer’s name and address will appear in top left
corner of check.
◦ Check number is in the top right corner of check.
◦ Routing # is bottom left #; account # is after routing.
Click finish and give confirmation number to
customer.
7. Tips: Make sure the person that is calling in,
to use that person’s information on their
card.
Make sure the name on the card is exactly
what you type in.
Verify the billing address, card security code
on back, and expiration date.
8. IMPORTANT: You MUST complete the contact for
each and every call, even if you just do an
account review!
With Customer Account open, on left hand side
of screen, select “Complete Contact”
Reason for Contact: Billing for example
Secondary Reason: Refund for example
◦ Make sure you fill out both reason fields!
◦ Add any additional notes in the “Comments” box.
◦ Click “Complete Contact”
