ireceivables User Guide

iReceivables User Guide

Contents

Processing invoices in iReceivables ... 2

Create a New Credit Card Account ... 7

Partial Payment on Invoice ... 12

Multiple Invoice Payment ... 14

Changing Passwords in iReceivables ... 15

Exporting invoice into EXCEL, HTML, PDF or RTF formats ... 17

Converting exports into different formats other than EXCEL, HTML, PDF, RTF ... 20

Querying items by Organization or Currency Type ... 21

Querying items by Transaction Amount, Transaction Date or Due Date ... 22

Changing your preferences ... 24

Set up Email Notifications ... 25

Processing invoices in iReceivables

1. Log into iReceivables using log-in details provided to you in iReceivables welcome email. (If you no longer have that information please email [email protected]): https://pay.ul.com/

2. Your account summary will be displayed.

4. Click an invoice number hyperlink in the “Transaction” column, to see more details on that invoice.

6. If you click on the “Print Preview” button, a new window will appear.

7. Click Open or Save, depending on what you would like to do. Open will allow you to view the invoice in a new browser. Save will allow you to save the invoice on your computer in a PDF format.

9. If you click the “Activities” button, Invoice Activities will show. You can also choose to “Pay” from this screen for invoices received from the following UL Organizations: UL LLC, UL VS US, UL RS, and ULE only. The “Pay” button will not be displayed for invoices from other UL Organizations.

NOTE:

Please note, the “Pay” button will only be available for USD transactions

originating from the following US based UL Companies: UL LLC and UL VS US. The

functionality to pay non-USD invoices from non-US based companies will be made

available in the future.

Create a New Credit Card Account

10. If you click on the “Pay” button, the Advanced Payment screen will show. From this screen, you have the option to pay the full amount or a partial amount of your choice using one of your previously saved credit card accounts. If you don’t have a credit card account on record, create a new credit card account, by clicking on the “Payment Method” dropdown and selecting “New Credit Card”.

12. A new browser will open. Fill in your information in the required fields. For credit card number, exclude (-) symbol and just enter the number, for example (2222222222222222). Fill in your credit card details, then click “Finish”. The Name and Address fields are for credit card verification

purposes and are not necessarily linked to the Bill To Address on the account. (Note: Email is also a required field.)

13. Your credit card will be created and the screen below will be displayed. Click the “Close Window” button. Do not click “X” to exit out of the screen in the upper right corner. Allow a couple of minutes for the credit card to be created on the Advanced Payment screen.

Note: If you wish to delete a credit card from your account at any time, please send an email to the iReceivables inbox by following the instructions in the “Need Help” section of this document (pg. 25). Note: On clicking of the Close Window button if the page does not close please ensure ‘Enable

Protected Mode’ is unchecked in Internet Options  Security  Internet

If the window still does not close, you may need to click the “X” button in the upper right corner and reselect your invoice for payment. Your credit card was created and will be available for future payments.

Partial Payment on Invoice

15. Your recently created Credit Card Account will be selected. From this screen, you have the option to pay the full amount or a partial amount. Enter the amount you wish to pay in the Payment Amount field and then click the “Recalculate” button.

17. Confirmation Screen will be displayed. To see your payment, click on the “View Payment” button.

18. The Customer Payment screen will be displayed. Click on “Print eReceipt” to print your payment details.

Multiple Invoice Payment

1. From the Account Details screen, select multiple invoices you would like to pay by checking the boxes next to each record and click the “Pay” button.

2. Select the credit card account you wish to pay from or create a new credit card account. Enter the full amount or partial invoice amount you wish to pay in the “Payment Amount” field and click on the “Recalculate” button.

3. Then click the “Apply” button, to apply payments to these invoices.

Changing Passwords in iReceivables

3. Enter alphanumeric password into indicated fields (old password, new password, repeat password)

Exporting invoice into EXCEL, HTML, PDF or RTF formats

2. Click

3. Click (located under account summary) associated with correct organization.

5. Select invoice(s) to be exported

6. Select type of template, locale, and format from pull downs. (additional information provided below)

Available selections from pull downs:

Template:

All Receivable Transactions Header- contains high-level invoice information including Bill To location, Ship To location, Transaction, Type, Status, Amount Details.

All Receivable Transactions Lines – contains same information as All Receivables Transactions Header, with the Service Description added.

Locale:

English only

Formats:

7. Once selections have been made, click

8. Select Open or Save

9. Select Yes

Converting exports into different formats other than EXCEL, HTML, PDF, RTF

(please reference Exporting invoice into a different format (EXCEL, HTML, PDF, RTF), page 6)

2. Open downloaded EXCEL or RTF file

3. Select File, Save As

4. Select pull down from (Save as type:) and make selection of desired format.

5. Click Save

Querying items by Organization or Currency Type

2. Click (located under account summary) associated with correct organization.

Querying items by Transaction Amount, Transaction Date or Due Date

2. Click (located under account summary) associated with correct organization.

4. Select the status pull down and change to desired status type

Changing your preferences

2. Locate and click on preferences, located in top right corner of page

3. Select pull down bar or fill in information you would like to update, click apply when complete

Set up Email Notifications

1. Locate and click on preferences, located in top right corner of page

2. Select Email Style from drop down

3. Select “Do Not Send Me Mail” if you do not want to receive email notifications. Select “HTML Mail” if you would like to receive an email when a new UL invoice is loaded in iReceivables. There is no difference in email formats.

Need Help?

1. Paste https://pay.ul.com into URL bar.

2. Locate and click on contact us in upper right corner

3. Click allow if pop up window appears