This article covers the steps to assist a customer when they need help accessing their account, updating payment methods, reviewing invoice history, or viewing open/closed bills.
Accessing the Internal Billing System
- Navigate to sobilling.managelyapp.com
(This is the same URL customers use for their portal) - Use the search bar to locate the account:
- Search by account name
- Account number
- Or select from advanced search in the dropdown
- Click on the account once located.
Editing Customer Account Access
- Click Edit (top right corner)
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Key items in the account profile:
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Registration Code
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Used by customers during first-time registration
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Appears at the bottom of the invoice
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Can be provided to the client anytime
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User List
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- Displays emails and users currently set up for portal access
- Password Reset Option
- You can reset a customer's password if they are unable to log in
- After resetting, you must provide the temporary password to the user
- Create User
- Click New Customer User to add a new portal login for a client if needed
Resetting a Customer's Password
- Select the user having login issues
- Click Reset Password
- Confirm by selecting Yes
- Provide the customer with:
- Their username/email
- The temporary password Admin123! (The system will reset it to this)
- Instructions to reset their password upon login
