1. Bad Payment System
This presentation will teach users how to use the new Bad Payment System in Client Environments

2. On the “Work Flow Envelope Task” window, click on “View”, “Financial” and “Bad Payment List”.

3. The “Bad Payment List” window will show.

4. At the top of the “Bad Payment List” window is an area for “Search Criteria”. The only section that Field Processors will use is shown below in a blue box. Searches can be done by Incident Number, Customer Number, or using the button to search in CMS.

5. If the customer brings in the letter sent to them by the Revenue Accounting Section, it will include the incident number. Type the incident number into the correct box. When the field is “Tabbed” off of, the search will automatically initiate.
The top entry should be the incident the customer is paying for. Double check the “Customer” section for accuracy.

6. The reason this list is so long is because of the search criteria being used. The Incident Number search field searches for every incident that matches or comes after the number entered.

7. If the customer does not bring the letter with them, the customer can be searched for by their CID (Customer Identification Number). When the field is “Tabbed” off of, the search will automatically initiate.
This will bring up all Bad Payment incidents for the customer that was searched for.

8. Because of the information that is often presented to Field employees, it can be easier to search by SSN or NDSID. If this is the case, click on the button to bring up the “Customer Search” window.
When customer is found, click on the “Select” button.

9. If CMS was used to search for the customer, after the “Select” button has been pressed in CMS, click on the button on the upper left side of the “Bad Payment List” window to populate the bottom half of the window.

10. Once the customer has been found, click on the “Details” button at the bottom of the window.

11. When the “Details” button is pressed, the processor will be taken to an open envelope at “Ready to Pay” status.
Click on the “Payment” button to finish the transaction.

12. Process payment as usual, remembering that the customer cannot pay for their bad check with another check from that account. All payment rules remain the same. After adding the payment, Save and Close.

13. Envelope will go to “Complete” status
Envelope will go to “Complete” status. Once the envelope is complete, contact Revenue Accounts as usual.