Pay Point

This Help File Page was last Modified on 08/05/2020

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Pay Point

This Help File Page was last Modified on 08/05/2020

An Operational Overview of PayPoint

The MKS PayPoint App may be used on a smart phone, tablet or iPad: and/or by entering the correct URL and Login information into almost any device (laptop, desktop PC, etc.) that has access to an Internet Web Browser.

 

A.Pay Point presents a Dashboard page which provides access to a selected Subscriber's Bill Payer or Service account information:

1.Bill Payer account with its location information and Accounting related data (Open and Paid Invoices, Receipts, Aging of Receivables, etc.) and these Tabs  

i.Invoices Due  

ii.Paid Invoices

iii.Receipts, Service History

iv.Signal History

v.Call List

 

2.Service account with its location, email information and these Tabs

a.Service History

b.Signal History

c.Call List

 

B.Additional Pay Point capabilities include:

1.Accepting Payments for Invoices using a Credit Card or a Bank Draft

2.Adding/Editing Payment Methods

3.Creating a Request for Service

4.Adding/Editing Call List entries

5.Updating your Password and Contact information

 

Regardless of how or where you are accessing the MKS PayPoint App, your first step is to Login.

 

HelpFilesPayPointLogin

MKS PayPoint - Pay Point - Login page

 

Username - Click (Tap) the title Username and enter your assigned User name

Password - Click (Tap) the title Password and enter your assigned Password

Remember me - Check (Tap) this box to have your Username filled in automatically the next time you open Tech Pro II

You must always enter your Password.

Click (Tap) P Login.

 

Getting to know the MKS PayPoint - Dashboard page

 

HelpFilesPayPointDashboard

MKS PayPoint - Dashboard page

 

Once you have successfully logged in, the PayPoint - Dashboard page will be displayed.

a.The Dashboard page displays a Menu (see d. below) to the left, and the selected Subscriber information:

i.Name

ii.Address

iii.Email address

iv.Aged Accounts Receivable status of outstanding Invoices)

v.Balance

vi.Options and Tabs.

 

b.The Options include:

i.Request Service  

ii.Select account

iii.Add subscription

iv.More Details

v.Pay Invoices (below the Invoices Due Tab)

 

c.The Tabs may include:

i.Invoices Due  

ii.Paid Invoices

iii.Receipts

iv.Service History

v.Signal History

vi.Call List

 

d.The Menu includes

i.Dashboard (to return to the Dashboard page from other pages accessed from the Menu)

ii.Payment Methods (when Credit Card and Bank Draft information may be entered)

iii.Users where additional individuals may be provided access to PayPoint

iv.My Account (where the current User may Edit their information and/or change their Password)

v.Logout (to exit PayPoint)

 

Using the PayPoint - Dashboard page

Account information - This section displays the Account Name, Email address, Address, Last payment date, and an Aged Accounts Receivable summary of the outstanding Invoices and Balance

 

HelpFilesPayPointDashboard-Basic

MKS PayPoint - Dashboard page - basic information

Options - Choose the required option:

 

HelpFilesPayPoint-SelectAccountOptionSelect account - Click (Tap) this option to display the Select a subscriber pop-up page from which you may Choose the required Subscriber.

The currently selected Subscriber will be  highlighted 

Click (Tap) the right arrow > of the required Subscriber to select and display it in the Dashboard page.

Click (Tap) the X Cancel button at the bottom of this pop-up page to abort the selection process.

 

HelpFilesPayPointDashboard-Select-a-Subscriber

MKS PayPoint - Dashboard page - Select account option - Select a Subscriber pop-up page

 

HelpFilesPayPoint-AddSubscription Add subscription - Click (Tap) this option to display the New Subscription page.

 

HelpFilesPayPointDashboard-NewSubscription

MKS PayPoint - Dashboard page - Add subscription option - New Subscription page

 

You can request access to additional accounts  by providing the account number

oPlease enter an account number

HelpFilesPayPoint-RequestAccessClick (Tap) this option to execute your request.

Click (Tap) the ç Back button at the bottom of this page to return to the Dashboard page.

 

More Details - Click (Tap) the More Details option to display an expanded Account section which adds fields for Attn (Attention line), C/O (Care of line), Phone #, original Date of sale, End of warranty date, and the Last invoice date.

 

HelpFilesPayPointDashboard-MoreDetails

MKS PayPoint - Dashboard page - More Details information

 

Tabs - The Tabs section may include

Billpayer accounts will have these Tabs

1.Invoices Due - This Tab will list all outstanding Invoices for the selected Subscriber.

 

HelpFilesPayPointDashboardTabs-InvoicesDue

MKS PayPoint - Dashboard page - Invoices Due tab

a.HelpFilesPayPoint-OpenInvoice - To view the details of a specific Invoice, Click (Tap) on that Invoice

i.Click (Tap) Open Invoice option.to display the Invoice details page

 

HelpFilesPayPointDashboardTabs-InvoicesDue-InvoiceDetailsPage

MKS PayPoint - Dashboard page - Invoices Due tab - Invoice details page

 

ii.Click (Tap) ç Back to return to the Invoices Due Tab.

 

b.HelpFilesPayPoint-PayInvoices - Within the Invoices Due Tab: Check all of the Invoices that are to be Paid.

i.Then Click (Tap) the Pay Invoices option  

 

HelpFilesPayPointDashboardTabs-InvoicesDue-PayInvoiceProcess

MKS PayPoint - Dashboard page - Invoices Due tab

Invoices to be Paid are Checked

Pay Invoices is Clicked (tapped)

 

c.Payment Method - The default Payment Method for this Subscriber will be selected

 

HelpFilesPayPointDashboardTabs-InvoicesDue-PayInvoicePaymentMethod&InvoiceInformation

MKS PayPoint - Dashboard page - Invoices Due tab - Payment Method page - Invoice Information - Pay Amount

 

i.Click (Tap) Pay to execute the Payment transaction.

 

HelpFilesPayPointDashboardTabs-InvoicesDue-PayInvoice-Confirmation

MKS PayPoint - Confirm payment

 

ii.If no Payment Method is on file, or a new Payment Method is offered by the Subscriber:

 

HelpFilesPayPointDashboardTabs-InvoicesDue-PayInvoice-PaymentMethodNewCard

MKS PayPoint - Pay Invoices - Payment Method page - New Credit Card

 

iii.Click (Tap) the New card (or New bank account) button, if required.

iv.Enter the New Credit Card (or Bank Account) information as explained in the Payment Methods discussion below.

 

2.Paid Invoices - This Tab will list all the Invoices which have been Paid for the selected Subscriber.

 

HelpFilesPayPointDashboardTabs-InvoicesPaid

MKS PayPoint - Dashboard page - Paid Invoices tab

 

a.HelpFilesPayPoint-OpenInvoice - To view the details of a specific Paid Invoice, Click (Tap) on that Invoice

i.Click (Tap) Open Invoice option.to display the Invoice details page

 

 

 

 

b.If the list of Paid Invoices is longer than this page can display, page movement options will be included at the bottom of the page

 

HelpFilesPayPointDashboardTabs-PageMovementOptions

i.Click (Tap) ç Back to return to the Paid Invoices Tab.

 

3.Receipts - This Tab will list all the Receipts which have been posted to the selected Subscriber's Account.

 

HelpFilesPayPointDashboardTabs-ReceiptsTab

MKS PayPoint - Dashboard page - Receipts tab

a.HelpFilesPayPoint-OpenReceipt -  To view the details of a specific Receipt, Click (Tap) on that Receipt

i.Click (Tap) Open Receipt option.to display the Receipt details page

 

HelpFilesPayPointDashboardTabs-ReceiptsTab-ReceiptDetails

MKS PayPoint - Receipt details page

 

ii.Click (Tap) ç Back to return to the Receipts Tab  

b.If the list of Receipts is longer than this page can display, page movement options will be included at the bottom of the page

 

HelpFilesPayPointDashboardTabs-PageMovementOptions

 

4.Service History - This Tab will list all the Service Tickets which have been entered for the selected Subscriber.

 

HelpFilesPayPointDashboardTabs-ServiceHistoryTab

MKS PayPoint - Dashboard page - Service History tab

 

b.HelpFilesPayPoint-OpenTicket  - To view the details of a specific Service Ticket, Click (Tap) on that Ticket

i.Click (Tap) Open Ticket option.to display the Work order details page

 

HelpFilesPayPointDashboardTabs-ServiceHistoryTab-WorkOrderDetailsDetails

MKS PayPoint - Dashboard page - Service History tab - Work order details page

 

ii.Click (Tap) ç Back to return to the Service Tickets Tab  

 

c.If the list of Service Tickets is longer than this page can display, page movement options will be included at the bottom of the page

 

HelpFilesPayPointDashboardTabs-PageMovementOptions

 

5.Signal History - This Tab will list all the Alarm Signals which have been received from the selected Subscriber.

 

HelpFilesPayPointDashboardTabs-SignalHistoryTab

MKS PayPoint - Dashboard page - Signal History tab

 

a.If the Signal History list is longer than this page can display, page movement options will be included at the bottom of the page

 

HelpFilesPayPointDashboardTabs-PageMovementOptions

 

6.Call List.- This Tab will list all the Call List contacts that were entered for the selected Subscriber.

 

HelpFilesPayPointDashboardTabs-CallListTab

MKS PayPoint - Dashboard page - Call List tab

a.Actions (Ellipse) - Click (Tap) the Ellipse (...) next to an Contact's name to display the Actions menu and Choose the required option:

 

HelpFilesPayPointDashboardTabs-CallListTab-Actions

MKS PayPoint - Call List Tab - Actions menu

 

i.Add phone number - On the Actions menu, Click (Tap) Add phone number, complete the information as needed, then Click (Tap) the ü Save button.

 

HelpFilesPayPointDashboardTabs-CallListTab-Actions-AddPhoneNumber

MKS PayPoint - Add phone number

 

ii.Edit contact - On the Actions menu, Click (Tap) Edit contact, complete the information as needed, then Click (Tap) the ü Save button.

 

HelpFilesPayPointDashboardTabs-CallListTab-Actions-EditPhoneNumber

MKS PayPoint - Edit contact

 

iii.Delete contact - On the Actions menu, Click (Tap) Delete contact, then Choose DELETE or CANCEL.

 

HelpFilesPayPointDashboardTabs-CallListTab-Actions-DeleteContact

MKS PayPoint - Delete contact - confirmation

 

b.HelpFilesPayPoint-AddContact - Click (Tap) Add contact, complete the information as needed, then Click (Tap) the ü Save button.

 

HelpFilesPayPointDashboardTabs-CallListTab-AddContact

MKS PayPoint - Add contact pop-up

 

 

c.HelpFilesPayPoint-ReorderContacts - Click (Tap) Reorder contacts then Drag & Drop a Contact's name to the desired position, then Click (Tap) the ü Save button.

 

HelpFilesPayPointDashboardTabs-CallListTab-ReorderContacts

 

 

Note: Service accounts will only have three Tabs:

 

HelpFilesPayPointDashboardTabs-ServiceAccountTabs

MKS PayPoint - Service account Tabs

 

1.Service History - See #4. Service History above

2.Signal History - See #5. Signal History above

3.Call List - See #6. Call List above

 

PayPoint Menu - The PayPoint Menu is located to the left of the Dashboard

 

HelpFilesPayPoint-Menu

 

a)Dashboard - Click (Tap) Dashboard to return to the MKS PayPoint - Dashboard page

 

HelpFilesPayPointDashboard

MKS PayPoint - Dashboard page

 

b)Payment Methods - Click (Tap) Payment Methods to display the list of Payment Methods previously defined for the selected Subscriber.

 

HelpFilesPayPoint-DashboardMenu-PaymentMethods

MKS PayPoint - Payment Methods page

 

i.There are three options on the Payment Methods page:

1.HelpFilesPaymentMethods-SelectAccount - Click (Tap) Select account to display the Select a subscriber pop-up page from which you may Choose the required Subscriber.

The currently selected Subscriber will be  highlighted 

Click (Tap) the right arrow > of the required Subscriber to select and display it in the Dashboard page.

Click (Tap) the X Cancel button at the bottom of this pop-up page to abort the selection process.

 

2.HelpFilesPaymentMethods-AddBankAccount - Click (Tap) Add bank account - Complete the information as described below,  then Click (Tap) the ü Save button.

 

HelpFilesPayPoint-DashboardMenu-PaymentMethods-AddBankAccount

MKS PayPoint - Payment Methods - Add bank account page

 

Friendly Name - Enter the person or company name and the last four digits of the credit card's account number (to differentiate it from other credit cards or bank accounts that may be entered for the Subscriber)

Account type - Click (Tap) the down-arrow next to "Other" and Choose the type of transaction this will be (Check, Electronic Transfer, or Other), then Click OK.

Name on account - Enter the First and Last Name of the Account holder.

Bank account number - Click within this field to open the Bank Account Number data entry box and enter the bank account number; then Click OK.

oWhen "Check" is selected, a Check image will be displayed to help you identify the correct Routing number and Bank account number

 

HelpFilesPayPoint-DashboardMenu-PaymentMethods-AddBankAccount-CheckInformationImage

MKS PayPoint - Add bank account - Check illustration

 

Routing # - Enter the Bank's Routing Number

 

3.HelpFilesPaymentMethods-AddCreditCard - Click (Tap) Add credit card - Complete the information as illustrated below,  then Click (Tap) the ü Save button.

 

HelpFilesPayPoint-DashboardMenu-PaymentMethods-AddCreditCard

MKS PayPoint - Payment Methods - Add credit card page

 

 

c)Users - Click (Tap) Users to display the list of PayPoint Users previously identified for the selected Subscriber.

i.HelpFilesPaymentMethods-SelectAccount - Click (Tap) Select account to display a different Subscriber's Users list

 

HelpFilesPayPoint-DashboardMenu-Users

MKS PayPoint - Users page

 

d)My Account - Click (Tap) My Account to display your (the currently logged on User) information

 

HelpFilesPayPoint-DashboardMenu-MyAccount

MKS PayPoint - User Profile page

 

i.HelpFilesPaymentMethods-MyAccount-Edit - Click (Tap) Edit to update your User profile information.  Change as needed, then Click (Tap) the = Save button.

 

HelpFilesPayPoint-DashboardMenu-MyAccount-Edit

MKS PayPoint - Edit User Profile page

 

ii.HelpFilesPayPoint-DashboardMenu-MyAccount-ChangePassword - Click (Tap) Change password to update/change your current Password, then Click (Tap) the ü Save button.

 

HelpFilesPayPoint-DashboardMenu-MyAccount-ChangePasswordPage

MKS PayPoint - Change password page - with instructions

 

 

e)Logout - Click (Tap) Logout to exit PayPoint, then Click (Tap) the ü Logout button.

 

 

HelpFilesPayPoint-DashboardMenu-Logout

MKS PayPoint - Logout page