Updated Articles

  1. Bookings - Agvance SKY Customer

    Any Prepay money received must have a Product Booking associated with it. These Bookings can either be actual Product at special prices or a generic prepaid item that is booked and used in season during billing just for the dollars. Field Plans o...
  2.  Overview Page - Agvance SKY Customer

    The Overview page in SKY Customer houses general Customer information, lists recent activity, provides certain documents, indicates to which Classification(s) the Customer belongs, and gives the ability to view or download Statements.
  3.  Agvance SKY Customer Overview

    Upon opening Agvance SKY Customer, a grid displays listing favorited Customers. Beginning to type in the Search bar will load the list with results. Select the Star to make a Customer a favorite.
  4. Utilities - Agvance SKY Admin

    Contact Support Options Determine which Contact Support buttons are available on the Agvance SKY homepage at Agvance SKY Admin / Utilities . SSI Support Configure settings for contacting SSI Support. This button will open a ...
  5. Kwiktag Test Connection - Agvance SKY Admin

    Kwiktag connections can be tested under Kwiktag in Agvance SKY Admin. The Kwiktag URL comes from the setup in Agvance Windows Company Preferences. Select Test URL Connection . A message will display depending on the results of the...
  6. Vendor Management - Agvance SKY Admin

    Vendor management is available under the Vendor option in Agvance SKY Admin. Options available include: Enable Autofill for my company. This allows users with Add/Edit access to upload files to be scanned and automatically filled in. Do...
  7. Consumer Portal Management Tool - Agvance SKY Admin

    SKY Admins have access to the Consumer Portal Management tool featuring the Online Payments page found under Consumer Portal in Agvance SKY Admin. Select SETUP on the Online Payments card to view Consumer Portal Merchant IDs. ...
  8. Consumer Portal Notifications - Agvance SKY Admin

    Consumer Payment Portal Users and Agvance SKY Admins have access to the Energy Force Management tool featuring the Notifications page.  Send notifications to Consumer Payment Portal users by selecting the  + New Notification icon. Choose...
  9. Consumer Portal User Maintenance - Agvance SKY Admin

    Consumer Portal Users and Agvance SKY Admins have access to the Energy Force Management tool featuring the Consumer Portal User Maintenance Page.  View Customers' Email addresses used to sign up with on the Portal and associated Energy Fo...
  10. Agvance SKY Payments Setup

    Payments can be made via the Agvance SKY Customer application by completing the Sky Payments setup page. Payment Processors Turn on the Heartland option to allow for online credit card payments through Heartland. When the Heartland op...