Telco Payment Reconciliation video (December 2020)

Content Overview

• Related Settings
• Related features in Leads / Quotes
• Payment reconciliation process

Please note that that Commissions Statement Report (as described in the final chapter of the video) has been separated into two separate sections as documented in the following Support Centre articles:

• Telco Unconfirmed Commissions Payable Report
• Telco Commissions Statement Report

The functionality remains the same, but the sections have been separated to more clearly delineate the processes.

An updated video is currently being prepared. 

Video Chapters

Clicking any of the following Chapter links will open a new desktop browser tab, and will start playing the video directly on the YouTube website. If viewing on a mobile device, the video will play in the YouTube app if available.

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0:26 Telco Product Groups (Settings)

1:54 Telco Quote - new features (Product Groups, Sites)

3:25 Telco Order Numbers

4:15 Service Activations

5:22 Payment Reconciliation Introduction

5:48 Importing Telco payment CSV files

7:25 Reconciliation Process Overview

8:20 Payment Reconciliation Report (Introduction to Matching Payments)

18:11 Payment Reconciliation Report (Adding Notes, Manual Closing)

19:28 Unpaid Claims Process

25:05 Unmatched Payments Report

25:45 Commission Statement Report