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Quick Start Guides
Get the guides you need for you preferred service application.
ProcessEx Billing User Guides
In this video we demonstrate the Acknowledge and Download button. The Acknowledge and Download button is available in the New Purchase Order notification email. It allows the recipient of the notification to acknowledge and download the purchase order in one step without logging onto the application.
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In this video we show you how to auto invoice for products. We also demonstrate how to download a packing slip and the auto invoice at the same time.
DOWNLOAD PDFIn this video we show you how to incrementally bill. Examples of products and services that use incremental billing include: janitorial, scanning, shredding, HVAC air filters and promotional products.
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In this video we show you how to ship without invoicing and then go back into ProcessEx and attach an invoice at a later date.
DOWNLOAD PDFIn this video we discuss features available in ProcessEx when shipping a product or providing a service. We also discuss avoiding the “New” status of an invoice.
DOWNLOAD PDFProcessEx CSR User Guides
When it is time to submit your CSR you will receive an email notification. In this video we show you how to acknowledge a CSR after receiving the email notification.
DOWNLOAD PDFIn this video we show you how to fill out the spreadsheet template to complete your CSR.
DOWNLOAD PDFCustomer Care Ticketing System
In this video, we discuss how to submit a customer care ticket online from AccsesNJ’s website (https://accsesnj.org) and navigate to the Resources Tab and Clicking on Customer Care. We take you through the entire life cycle of a customer ticket, from opening, to communicating with your assigned agent, closing the ticket, and submitting a survey on your experience.
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DOWNLOAD PDFIn this video we discuss how to submit a customer care ticket via email. We take you through the entire life cycle of a customer ticket from opening, to communicating with your assigned agent, to closing the ticket and submitting a survey on your experience. The support email is support@accsesnj.org
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