How to: Proof of payment letter

Digital Support

How to: proof of payment Letters

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Learning sessions

PASS

Putting the Letter Together

Saving and Sending the Letter

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Session

PASS (Payveris Application Support System)

01

In PASS, you will "Search Customer" and pull confirmation number off of the specific bill the member needs the proof of payment letter for. On the menu section, on the left hand side of the screen, go to "Print Proof of Payment" Enter in the confirmation number and hit "Find Payment Details" and then "View Proof of Payment Letter" Open and Copy letter

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Session

02

PUTTING THE LETTER TOGETHER

At this point you can go either to The Peak or "Templates" in OneNote to search/find the general Ent letterhead Hit "Open in Deskop app" and then "Open Word" NOTE: Once open in the "desktop app" you may have to delete any existing information on the letterhead From the proof of payment letter you copied- hit paste (the "Keep Text Only" option) You may still have to space the information out to look like the original proof of Payment letter

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02

PUTTING THE LETTER TOGETHER

Once that has been completed please sign the letter: (Your Name) Digital Support Representative Ent Credit Union 800-525-9623 No need to print and physically sign

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Session

03

Saving and Sending the letter

Go to File >Save as> title document as POP [members last name]> and then under the title, change the "Work Document" to "PDF">Save to your OneDrive NOTE: PDF does not allow anyone who views the document to edit Once this has been completed, send and email out to our DSA Chat agents (DSAChatAgents@ent.com) . They will send this out to our member in a secured message!

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Question 1/5

What number do you need to look up the proof of payment letter in PASS?

Account Number

Confirmation Number

Payveris Customer Id

correct answer

correct answer

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Question 2/5

Which of the following is the correct way to save the letter

Word Document

PDF

The Cloud

correct answer

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Question 3/5

Who do you send the finished letter to?

Resource

Resource, Digital Support Leadership

Digital Support Leadership and DSA Chat Agents

DSA Chat Agents

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Question 3/5

Who do you send the finished letter to?

Resource

Resource, Digital Support Leadership

Digital Support Leadership and DSA Chat Agents

DSA Chat Agents

correct answer

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Question 4/5

What do you NOT need in your "signature"?

Written Signature

Name

Phone Number

Ent Credit Union

Department

correct answer

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