1. THIS IS THE FIRST SCREEN YOU SEE WHEN YOU LOG INTO MUNIS. TO ACCESS THE SCREENS YOU WILL NEED THROUGHOUT THE DAY, START BY CLICKING ON THE MENU TAB. Utility Billing Software- MUNIS Live Version 9.3

2. There are two screens that you will need pulled up for most everything you do throughout the day. The first one is called Payment Entry. You can get to that screen by clicking on Property Revenues, then on Payment Entry. Once you click on Payment Entry, a screen that looks like this will pop up…

3. To begin you will need to start a new payment batch by clicking on the green + sign at the top… You are adding a new data record by clicking on the green plus. You will want to make a note of your batch number and select 2-Summary Only for the receipt option. You may then click on the green check mark in the top left corner.

4. This is the next screen you will see in payment entry. Now you are ready to look up accounts and prepare to post payments! To access any account, you first have to use the Find icon, which is represented by a magnifying glass at the top of the screen just under the Tools tab. Once you click on the Find button, you will then have several different ways to look up an account. Click on the General tab as shown below:

5. After you select general, this is what the screen looks like: You can access accounts by looking up the 1. Bill name last name, first initial, then * 2. Property Code (Acct. #) 3. Customer # 4. Bill # 5. Remember, MUNIS only recognizes ALL CAPS!!

6. This was looked up by the account number. You want to select the correct person and the most recent month with an amount due (in most cases) and apply the payment to that month. There may be instances where accounts are behind and the customer is paying the past amount. Then you would select for the past month. *Our account numbers are linked to specific addresses, so it is likely that one account number has several people listed as residing or operating a business there. It is very important that you select the correct and current person that is making the payment. Each customer has a customer ID that is unique to just them.

7. After selecting the correct person and account number you can post their payment by selecting Apply Pmt on the left side of the screen, 4 th tab down.

8. Make sure the amount showing in the top box is the amount that they are paying. Tab down and select the payment method they are using. After tabbing through and changing the appropriate boxes, put in the Total remitted, tab once more. Change will be displayed if they paid cash and the correct change will show in the Change due box. Click on the green check in the top left hand corner. If the pay via check, endorse the back of the check in the receipt printer, and their receipt will print out. *If they are paying by check put the check number as the reference. * If paying by Via Warp Credit Card, use the approval code given for the Reference #. *If someone other than the Account holder is paying on the account, please change the Paid by Reference to reflect the person making the payment. *If they pay extra, we never want to generate a refund receipt. *There should never be any red numbers at the bottom for Change due!

9. A payment was entered wrong and you need to fix it…..Here’s how

10. This is the next screen that you will see, so select the payment you want to reverse out by double clicking on it.

11. Click on Reverse on the left hand side

12. Then choose the reason, which is most of the time a posting error…then green check After green checking, the payment is now reversed out of your batch, you may proceed with posting other payments now…