Step 1: Login
Use Internet Explorer to login at https://lbx.clickpay.com/LogIN.aspx.
Please use the login credentials that have been provided to you.
Step 2: Launch the Remote Client
Select Remove Client, then Launch Remote Client to open the application.
Note: You must use Internet Explorer as the web browser.
Step 3: Initializing the Scanner
Select the Green Scan button to initialize the Scanner.
Step 4: Creating a New Batch
Once you have an initialized status select New Batch.
You do NOT have to separate checks by property.
Step 5: Select the Correct Batch Type
- RemoteCheckOnly –This batch is for Personal checks and Corporate check payments. It will save the micr info in the MICR memory for future payments of this checking account.
- RemoteBankCheck-This batch is for ALL money orders, BillPay checks, and any form of certified funds. No micr memory will be used.
- RemoteCheckandList- This batch is for one check to be split between multiple units. The funds must be going to the same operating account for this to be accepted. No micr memory will be used.
Step 6: Scan the Checks
After you choose a batch type you can place the checks in the scanner. Then select Start Scanning to pull the checks through.
Your batch number will be on the top. In the example below it is Batch 7000.
Step 7: Review Scanned Items
You can review the images, Delete an item, or Cancel the entire batch from this screen. To continue to Immediate Batch Entry select Close Batch.
Step 8: Review the Dollar Amount
You will review all the checks one at a time during IBE.
First review the dollar amount of the check and make any changes if necessary.
Please note your “Actual Total” number will change as you adjust the amounts.
Step 9: Applying to the Tenantcode
If you know the Tenantcode you can key it in the Red field and then select Enter. If it is a valid match the name will drop, and you can move onto the next check .
Step 10: Using the Search Lookup Option
If you enter an invalid Tenantcode, a box will pop up. You can use this to search for all the units that are enabled on ClickPay. You can then select a filter of different fields provided.
Step 11: Using the Filters
Once you select a Filter, for example Last Name, you can key in the name want to find.
In the example below we used Smith, and then selected the Filter button.
Step 12: Make your Selection
Once you have found the correct tenant you can select it and then move onto the next check.
Step 13: Finishing the Batch
Once all the checks on the left-hand column have been reviewed you can then close the batch for processing. Select Batch Finished.
If you are trying to close the batch and the Batch Finished button is greyed out, you will need to review the missed items on the left in the Red Border.
Step 14: Back to the Scanform
After closing a batch you can scan more batches or X out to run reports.
Step 15: Reports
Select Reports and then select View Current for today's work, or View Archive for past reports.
Step 16: Reports
After running a report you can Print a copy and then Exit out on the top right.
Legal Status/Stop file
The ability to override this status so you can accept a one-time payment.
Accepting for Blocked units
Blacklist Failed: This notification below is informing you that this unit is currently blocked for payment.
You can accept by selecting Yes. It will not change the status of the unit in your software.
If you do not want to accept for this blocked unit or any other account, you can select Reject to remove it from the batch
The ability to scan for an operating account without the payment posting to the ledger/coming over in the file exchange.
These will be applied manually by the Client.
Keying in the GEN Unit
To scan for a MISC/GEN unit within a building, enter a combination of the building code and “gen.”
For example: 023gen, FV290Zgen, 187gen .
Remember to apply all GEN payments manually as they will not be applied by ClickPay or in the batches.
Searching for GEN units
You can also use the search lookup tool to find Gen units.
Change the filter to contains under last Name and type in “Gen” then select Filter. The list of all the Gen units will then be available to choose from.
The ability to split a check between multiple units.
The splits must be going to the same operating account.
Check and List
Select the RemoteCheckandList batch type and then Start Scanning. You will be able to apply the breakdown of the split by entering the account number, dollar amount and then Add.
Apply $$$ to the Tenantcodes
Once you have listed all the line items you can select Done and then Close batch on the next screen.