Articles
Adjusting a Delivered Invoice in AlarmBiller
AlarmBiller – Adjusting an Invoice that has Been Delivered.
An invoice that has been delivered (marked as printed or emailed to the customer) cannot be deleted. To check if an invoice has been marked as delivered, open the invoice by clicking o...
AlarmBiller Customer Portal Registration Process
AlarmBiller Customers
Navigate to https://billing.alarmbiller.com
Select New Customer Registration
Enter in required fields listed below.
The customer can find the registration key at the bottom of the invoic...
How to filter RMR by a Specific Description
In this example the customer has an RMR item code of MON, but the description is ‘Fire Monitoring Monthly’ so we will filter for everything that contains ‘Fire’ in the description of the RMRs.
Step-by-step instructions on how ...
Get a List of All Commercial Customers - AlarmBiller
Filters under the Customers tab can be used for obtaining a list of commercial customers.
1) Click on the Customers tab up top
2) Click on Available Columns then Columns, scroll down and checkmark the option for 'Customer Type'
...
Get a List of All Residential Customers
Filters under the Customers tab can be used for obtaining a list of residential customers.
1) Click on the Customers tab up top
2) Click on Available Columns then Columns, scroll down and checkmark the option for 'Customer Type'
...
Payment receipts in AlarmBiller
Receipts can be emailed to customers once a transaction has been approved . The software automatically sends a payment receipt for autopay customers.
H ow to manually send a payment receipt once the payment has been approved. ...
Add a Default Message to Invoices in AlarmBiller
Follow these steps to add a default message to your invoices in AlarmBiller
Log into AlarmBiller and click on the Setup tab up top
Click the Defaults button under the Company table.
Update your Recurrin...
Processing a Second Refund in AlarmBiller
Receiving an error when processing second refund
In AlarmBiller you will receive an error if you attempt to do a second refund, for the same dollar amount, using the same payment method, for the same customer, on the same day. If this error hap...
Payment receipts in AlarmBiller
Receipts can be emailed to customers once a transaction has been approved. The software automatically sends a payment receipt for autopay customers.
How to manually send a payment receipt once the payment has been approved.
...
SEBIS Mailing Guide
Sebis to SedonaOne Reconciliation Process
After a document is mailed in SedonaOne and uploaded to the Sebis FTP server, SedonaOne marks the status as “Pending”. This is the initial status for all documents. Then the following steps will occ...
How to get the work order/service call invoice to display the labor and rates (AlarmBiller)
When a work order/service call is closed out and invoiced the labor will be shown as a single line item. We have sent this to our Product Management Team for review, however, you can manually adjust this as shown in the below example .
...
Editing Closed Work Orders in AlarmBiller
How to edit a closed work order in AlarmBiller
Follow these steps to reopen a closed work order
Go into the customers page in question and delete the invoice that is associated with that work order.
Th...
Adding a Refund Check in AlarmBiller
Follow these steps to complete a paper check refund in AlarmBiller
Go into the customers page in question and checkmark the show all invoices check box.
Click on the invoice you wish to refund in blue.
...
Customer Payment Plans in AlarmBiller
Follow these steps to put a customer on a payment plan in AlarmBiller
Go into the customers page in question, click on the CC/eCheck tab below and then click on the credit card or eChecks tab as applicable add the payment method as y...
How to See All Invoices for a Customer in AlarmBiller
Follow these steps to see all invoices for one customer
Click on the invoices tab up top and then checkmark the Show All invoices checkbox.
Click on the vertical ellipsis to the right of the Customer Name column and then ...
Taking a Cash Payment in AlarmBiller
Follow these steps to take a cash payment in AlarmBiller and apply it to an invoice
Click on the payments tab up top and then click the New Payment Batch button.
Click the Add Payment button, Select the Customer from the ...
Writing Off Bad Debt in AlarmBiller
Follow these instructions to write off a customer as bad debt in AlarmBiller
Click on the Setup tab up top and then click the GL accounts button.
Create an account in your general ledger called “Bad Debt Expense” an...
Terminating a Customer in AlarmBiller
Steps on terminating (inactivating) a customer in AlarmBiller:
1) Cancel or Delete the RMR(s). If you have the option to delete, use that, otherwise use Cancel.
2) You will need to make sure there are no open invoices, work orders, proposa...
How to Manually Generate Statements in AlarmBIller
Follow these steps to manually generate statements in AlarmBiller
Click on the Reports tab up top and then click on the Customer Statements button under Accounts Receivable.
Click on the Generate Preview Button.
...
BoldGroup Support Hold Disables AlarmBiller Automation Settings
Dealer created a case informing us that she had to manually generate her RMR invoices because AlarmBiller did not automatically do this for her. This was due to their Automation settings being disabled. It is recommended that follow these steps 1...
AlarmBiller – How to automatically apply credits, unapplied cash, or payment
AlarmBiller gives users the ability to auto-apply credits, cash sitting on accounts, or payments automatically.
Users can enable it by going into the Setup table up top then Defaults.
The setting that needs to b...
Delete Option Missing on Invoice
In AlarmBiller when an invoice is first created you will be given the option to delete it by clicking on the delete button.
If you ‘Print’ the invoice or mark it as delivered the Delete invoice button becomes grayed out.
...
Unable to Delete Invoice - Workaround
How to open a PDF of an invoice but still be able to delete it (AlarmBiller)
If you would like to preview a PDF of an invoice, go into the invoice in question, click on the Print/Envelope icon and then click preview
P...
Changing the Bank Account Forte Deposits To
For the request of changing the bank account, you will have to contact Forte directly. Forte can be contacted by phone or their contact form on their webpage ( https://www.forte.net/contact-us/ ). Their numbers are 866-290-5400 and 866-296-6029. W...
AlarmBiller – How to change the tax for a customer
The tax can be changed at the site level.
To change the tax for a customer, do the following:
Go to the customer's page in question.
Click on the Sites/Sys tab below.
Click on the Site number in blue. ...
How to Check Payment History
In AlarmBiller, users can check the history of a payment with just a few clicks.
To check the history, follow the steps below:
Open the payment in question.
Click the history icon in the top left corner:
...
How to Check Customer History in AlarmBiller
In AlarmBiller, users can check the history of a customer with just a few clicks.
To check the history, follow the steps below:
Open the customer’s account in question.
Click the history icon in the top left corner:
...
AlarmBiller – How to find if customers signup for the customer portal
This information can be found by accessing the AlarmBiller menu.
Where to go in AlarmBiller to find if customers sign up for access to the customer portal?
Click on the Setup tab at the top.
Click the Mail / Email ...
How to Check the History on a Proposal in AlarmBiller
In AlarmBiller, users can check the history of a proposal with just a few clicks.
To check the history, follow the steps below:
Open the proposal in question.
Click the history icon in the top left corner:
...
How to Check Invoice History in AlarmBIller
In AlarmBiller, users can check the history of an invoice with just a few clicks.
To check the history, follow the steps below:
Open the invoice in question.
Click the History icon in the top left corner:
...
How to Check Work Order History in Alarmbiller
In AlarmBiller, users can check the history of a work order with just a few clicks.
To check the history, follow the steps below:
Open the work order in question.
Click the History icon in the top left corner:
...
AlarmBiller – How to filter results (run a report) on who is delinquent 1-30 days
AlarmBiller gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 1-30 days (delinquent 1-30 days), follow the steps below:
Click the Customers ...
AlarmBiller – How to filter results (run a report) on who is delinquent 31-60 days
AlarmBiller gives users the ability to create their own reports using the available column options.
To obtain a report on customers that are past due 31-60 days (delinquent 31-60 days), follow the steps below:
Click the Cust...
AlarmBiller – How to filter results (run a report) on who is delinquent 61-90 days
AlarmBiller gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 61-90 days (delinquent 61-90 days), follow the steps below:
Click the Customer...
AlarmBiller – How to filter results (run a report) on who is delinquent 90+ days
AlarmBiller gives users the ability to create their reports using the available column options.
To obtain a report on customers that are past due 90+ days (delinquent 90+ days), follow the steps below:
Click the Customers ta...
AlarmBiller – How to filter RMRs by a specific description
In this example, the customer has an RMR item code of MON, but the description is ‘Fire Monitoring Monthly’ so we will filter for everything that contains ‘Fire’ in the description of the RMRs.
Step-by-step instructions on...
How to link multiple accounts to the customer portal (AlarmBiller)
Sometimes users will have multiple accounts and they would like the ability to pay on each account without making a customer portal login for each account. AlarmBiller’s customer portal allows you to link multiple accounts. Follow these steps ...
Removing Erroneous Customer Payments in AlarmBiller
The following steps can be used to remove a payment from a customer's account if the check becomes NSF, or if the check was entered in error and the payment is locked down and cannot be deleted.
Step 1 – Remove the payment ...
How to Prevent Work Orders from Being Created Through the Customer Portal (AlarmBiller)
This Dealer disabled the customer portal because they did not want their customers to have the ability to request service from the portal. They did want them to have the ability to pay invoices and add payment methods to their account. Follow these ...
How to Inactivate Leads in SalesAutomation
Dealer created a case asking how to inactivate a lead because the proposal assigned from it had been marked as sold and they no longer wanted the lead to appear on their Leads Listing View. Follow these steps to inactivate a lead. Log into Sales A...
How to Refund an EFT Payment with a Paper Check
In case 105059 the customer originally paid with an eCheck but that account was no longer active, so they needed to refund the customer via paper check. Follow these steps below to issue a paper check refund when the customer originally paid with eC...
How to Lock a Payment in AlarmBiller
In case 104432, the Dealer had a customer who had multiple invoices. They made a payment to pay one of the invoices and the excess funds were to sit on the account as unapplied cash. To do this, you will need to lock the payment… In this example ...
Printed Batch History is Blank in AlarmBiller
In AlarmBiller automation can be enabled to generate and deliver your RMR invoices. If the Invoice/Credit Delivery or RMR Delivery is disabled, AlarmBiller will only generate the RMR invoices and when the Dealer goes into Invoices>Printed Batch...
Error Using a System Number Already in Use in AlarmBiller
It is very important when you inactivate a system to put an ‘X’ or a character signifying that this system is no longer being used so that you have the option of reusing that system number later. In case 104988, the customer needed to reuse the numb...
Service Level Auto Adding Line Item to Work Order
In case 104261 the Dealer asked us why every time she added the service level T&M it would automatically add a line item to the work order and she would have manually delete this. This is tied to the service level and this is how you enable/disable ...
Who Can Remove Late Fees in AlarmBiller
AlarmBiller provides users the ability to remove late fees from accounts. What are the necessary permissions to remove late fees in AlarmBiller? The necessary permission to be able to remove late fees in AlarmBiller is Administrator. ...
How to make an excel file of all active customers and their emails
Dealers frequently request a list of their customers and their emails. Below are instructions on how to retrieve this information and export it to an excel file.
1) Log into AlarmBiller and click on the Customers button underneath your l...
How to make a customer tax exempt (AlarmBiller)
Organizations such as churches are tax exempt. Follow these steps to make a customer tax exempt
1) Log into the customers page in question, click on the Site/Sys tab below and click on the Site in question you would like to make tax exempt
...
How to Manually Generate RMR Invoices (AlarmBiller)
There are times when a Dealer needs to manually generate an RMR invoice. In case 73721, Ashton needed to manually generate an RMR invoice for her customer. Below are step-by-step instructions on how to manually generate a RMR invoice.
1. ...
How to Use Breaks
Dealer created a case asking how to use the break function in an appointment in AlarmBiller. The steps below will show you how to create a break 1) Begin by adding an appointment to a work order 2) Have the technician dispatch themselves ...
Payments Won't Save - Missing Check Numbers
When completing a New Payment Batch, make sure to always enter in a Check # (if you do not click on the check # box, AlarmBiller will allow you to add the payment to the batch) If you attempt to complete a Payment Batch that is missing a check numbe...
Once an invoice is marked as delivered it cannot be deleted
When an invoice is first created, the Delete Invoice button available.
If you deliver, print, or mark an invoice as delivered, you cannot delete the invoice. You should print preview the invoice before delivering, printing, or marking as delive...
How to adjust the Service Fee on a Work Order
Service fee is part of the service level. Follow these steps below to edit your service fee.
Click on the Setup tab up top and then click on the Service Levels (under operations)
2. Click on the pencil icon to the right of t...
AlarmBiller – Multiple ways of looking up a Customer
In AlarmBiller a customer can be looked up in multiple ways.
1. Search using the quick search at the top (enter the customer number or name and then push the Enter key):
*Note: a terminated customer will not show up when searched f...
AlarmBiller – Multiple ways of looking up a Payment
In AlarmBiller, there are multiple ways of looking up payment by payment number.
1. Switch the search criteria from the top drop-down from Customers to Payment (then type the payment number and push the Enter key):
2....
AlarmBiller – Multiple ways of looking up an Invoice
In AlarmBiller, there are multiple ways of looking up an invoice by Invoice number.
1. Switch the search criteria from the top drop-down from customers to invoices (then type the invoice number and the Enter key):
2. From t...
How to Search for Customers by City in AlarmBiller
Follow the steps below to search for customers by city.
Click on the Customers tab underneath your logo
Click the three vertical dots (ellipsis) to the right of the ’City’ column
Hover over filter
Click on t...
How to Send Multiple Recipients an RMR Invoice
AlarmBiller allows Users to give contact(s) the ability to receive a copy of the invoice
Log into the customers page in question, click on the contacts tab below and then click on either ‘Add New Contact’ or ‘Add Existing Contacts’
...
Multiple ways of looking up a contact
In AlarmBiller a contact can be looked up in multiple ways. There are multiple ways of looking up contact in AlarmBiller by the name or customer. Switch the search criteria from the top drop-down from Customers to Contacts (then type the contac...
Multiple ways of looking up a credit
In AlarmBiller credit can be looked up in multiple ways. There are multiple ways of looking up credit in AlarmBiller by the credit number or customer. Switch the search criteria from the top drop-down from Customers to Credit (then type the cre...
Multiple ways of looking up a customer site
The site in AlarmBiller is the physical location where the services are installed. In AlarmBiller a customer site can be looked up in multiple ways. There are multiple ways of looking up a customer site in AlarmBiller by the site number or addres...
Multiple ways of looking up a customer system (AlarmBiller)
The system in AlarmBiller is the equipment installed. In AlarmBiller a customer system can be looked up in multiple ways. There are multiple ways of looking up a customer system in AlarmBiller by the system number. Switch the search criteria f...
Multiple ways of looking up a proposal (AlarmBiller)
*(instructions without using Sales Automation) In AlarmBiller proposals can be looked up in multiple ways. There are multiple ways of looking up a proposal. Switch the search criteria from the top drop-down from Customers to Proposals (then ty...
How to Export RMR Invoices hat have already been Generated (AlarmBiller)
Follow these steps below to export RMR invoices that have already been generated:
Click on the RMR tab up top, and then click on RMR Invoice Generation History.
Click the triangle to the immediate left of the ...
AlarmBiller - Autopay
AlarmBiller offers a convenient Autopay feature that enables both employees and customers to streamline the payment process for Recurring Monthly Revenue (RMR) invoices.
Ways of configuring Autopay
This feature can be configured in the ...
AlarmBiller – How to manually send or resend a payment receipt
AlarmBiller gives its users the ability to manually send or resend a payment receipt via email.
Different scenarios may call for a redelivery of the payment receipt. (Customer states that they didn’t receive it initially, cannot find it any l...
AlarmBiller – How to redeliver an invoice
AlarmBiller gives its users the ability to redeliver an invoice manually.
Different scenarios may call for a redelivery of the invoice to a customer. (Customer states that they didn’t receive it initially, cannot find it any longer, better bo...
How to setup AlarmBiller to send all invoices tied to a specific account to multiple recipients?
AlarmBiller gives its users the ability to automatically have all invoices delivered to multiple recipients.
AlarmBiller allows users to set up an account to automatically send all invoices to multiple recipients by using the Contacts feature...
AlarmBiller – Envelope size that our mailing partner is using
Sebis uses a standard #10 Business Window envelope. The size of a standard #10 envelope is 4.125" x 9.5".