Transaction Management
This section defines how to set up a payment method for using the Synergy software and how to view all related transactions.
Adding a Payment Method
1. Click your name in the upper right-hand corner of the top navigation bar.
2. Click “Account Management” in the dropdown menu. You will be taken to the Account Management screen.
3. Complete the Credit Card Information form and click the [Save Payment] button.
4. After the transaction is successfully processed, you will be taken to a blank Account Management Transactions screen. Click “Customer List” at the top of the screen to return to the Home screen.
Note: The administrator who created the account is the only one authorized to manage Account Transactions.
Viewing Transactions
After you have started using the software, you can view all your payment transactions in a centralized location.
1. Click your name in the upper right-hand corner of the top navigation bar.
2. Click “Account Management” in the dropdown menu. You will be taken to the Account Management screen. The Transaction screen is the default view. On this screen, you can view all payment transactions and related status for each of your customers and buildings.
Note: You are only charged after you have created a customer, set up a connector, and mapped at least one point. However, before you can set up a connection and map points, you must first add a payment method to the system.