Setup QR Code on Statements & Coupons with our Preferred Print partners
We’re updating this article. Some screenshots or names may look older than what you see in the product.
FRONTSTEPS Caliber has partnered with HOAMailers, Page Per Page and Bank-A-Count to offer a QR Code option for Statements and Coupons. This feature allows for a unique QR Code to appear on owner statements and coupon books that they can scan and use to make a payment quickly and easily.
In order to use this feature, you must be using ALL of the following products:
If you do have all of the products and would like a live demo, you may request a demo here.
There are options for turning on the feature.
Note: If a specific client will not be using this feature, you can override these settings and turn it off for at the client level.
Note: The below path also describes where you would go to turn off the feature for the client if it has been enabled at the management company level.
Once you have enabled the feature for the appropriate clients, you must select your 3rd party statement/coupon printer for EACH client.
This must be done for every client that you have enabled this feature for.
To access this setting navigate to the Client Dashboard > Client Info toolbox > Accounting Setup.
Select the Coupons tab.
From the drop down select the appropriate option for your 3rd party printer.
Please note that if you are using QR codes for Statements ONLY, you would select the Statement Format option for the 3rd party. The selections listed below are what would be selected for Statements:
-PagePerPage Statement Format
-Bank-A-Count Bam08005-1 Statement Format
-HOAMailers Coupon/Statement
If you are using the QR code for both coupons and statements you would select the appropriate Coupon option for the 3rd party. The selections listed below are options for both coupons and statements:
-PagePerPage Coupon Format
-Bank-A-Count Bam 08005 Coupon Format
-Bank-A-Count Bam 08005-1 Coupon Format
-Bank-A-Count Bam 08005-6 Coupon Format
-Bank-A-Count Bam 08008 Coupon Format
-Bank-A-Count Bam 08008-1 Coupon Format
-HOAMailers Coupon/Statement
You will need to work directly with your 3rd party printer to determine which format is appropriate for your coupon layout.
Enter in any additional information that may be requested (this varies based on 3rd party)
Click Save when complete.
Repeat this process for every client that will be using this feature.
To generate statements navigate to the Accounting menu > AR > Statements > Create statements.
Choose the option for ‘Output file for manual 3rd-Party Printing vendor’.
Select the bank, client(s) and other settings and click run.
Once you have completed the statement run owners who have opted to get them via email will have been sent an email with their statement, and the remaining statements that need to be mailed will be included in the file that is produced. You will send this file to the 3rd party, who will print and mail the statements.
Note: Emailed Statements do not include QR Codes currently.
If you would like learn more about the statement run process, view this article: Running Statements
Coupon Run
To generate the coupons with QR codes you will generate them from Caliber.
To do this navigate to the Accounting menu > AR > Create Coupons.
If you are using the manual coupon file option for your selected printer, you would keep the option for 'Use Client settings for Coupons' selected.
If you are using the automated coupon file process for your selected printer, you would need to select the option for 'Use automated 3rd-party printing process’.
Select the client(s) and other settings and click run.
You will be asked a series of prompts and then asked where you would like this file to be saved.
Once the file has been saved to your computer, you would send it to your 3rd party printer who will print and mail the coupons.
If you would like learn more about the coupon run process, view this article:
Creating Coupons
The following steps are applicable only to customers using HOAMailers and PagePerPage. At this time QR codes generated for Bank-A-Count customers are not specific to residents and will take them to the QucikPay site where they will enter their account information and make a payment.
The QR Code is unique to each resident, so they should not share the code with anyone. For the first 60 days after the QR code is generated the resident will be brought directly to their account in QuickPay to make a payment (as shown in the following steps). After the 60 days is up; they will be directed to the Payment site where they will have to enter their account information in order to access their account & make a payment.
This will bring them to the QuickPay payment page. It will auto populate their name and address. They can then enter in the email address for their payment receipt to be sent.
After clicking the ‘Make Payment’ button they will see their balance and recent transactions. To process a payment click the ‘Make a Payment’ button.
Select to pay the Amount Due or Other Amount.
Review the payment summary and click the ‘Authorize & Pay’ button.
When complete they will receive a message saying they successfully made the payment. They will have the option to Set Ip a Recurring Payment, and if their community uses the FRONTSTEPS Community portal, they will have the option to access (or download) the Mobile app.
In order to use this feature, you must be using ALL of the following products:
- FRONTSTEPS Caliber
- FRONTSTEPS Payments 3.0
- QuickPay
- A preferred print partner: HOAMailers, Page Per Page or Bank-A-Count
If you do have all of the products and would like a live demo, you may request a demo here.
Setup:
In order to have statements and QR codes transmit to your 3rd party printer, or to have QR codes appear on Coupon books, there is required setup within FRONTSTEPS Caliber.There are options for turning on the feature.
- The first option is to enable it at a Management Company (master) level.
Note: If a specific client will not be using this feature, you can override these settings and turn it off for at the client level.
-
- To access this setting navigate to the Admin menu > Management Company.
-
- Select the ‘Coupons/Statements’ tab
-
- Check the box for ‘Include QR Code on statements’.
-
- Save
- The other option is to enable it at a Client level.
Note: The below path also describes where you would go to turn off the feature for the client if it has been enabled at the management company level.
-
- To access this setting navigate to the Client Dashboard for the specific client > Client Info toolbox > Accounting Setup.
-
- Select the ‘AR Statements’ tab
-
- Select the radio button for ‘Override’ to edit the statement settings. Select the checkbox for ‘Include QR Code on statements’
- If you are turning this off for a client, you would uncheck this box.
- Select the radio button for ‘Override’ to edit the statement settings. Select the checkbox for ‘Include QR Code on statements’
-
- Save.
Once you have enabled the feature for the appropriate clients, you must select your 3rd party statement/coupon printer for EACH client.
This must be done for every client that you have enabled this feature for.
To access this setting navigate to the Client Dashboard > Client Info toolbox > Accounting Setup.
Select the Coupons tab.
From the drop down select the appropriate option for your 3rd party printer.
Please note that if you are using QR codes for Statements ONLY, you would select the Statement Format option for the 3rd party. The selections listed below are what would be selected for Statements:
-PagePerPage Statement Format
-Bank-A-Count Bam08005-1 Statement Format
-HOAMailers Coupon/Statement
If you are using the QR code for both coupons and statements you would select the appropriate Coupon option for the 3rd party. The selections listed below are options for both coupons and statements:
-PagePerPage Coupon Format
-Bank-A-Count Bam 08005 Coupon Format
-Bank-A-Count Bam 08005-1 Coupon Format
-Bank-A-Count Bam 08005-6 Coupon Format
-Bank-A-Count Bam 08008 Coupon Format
-Bank-A-Count Bam 08008-1 Coupon Format
-HOAMailers Coupon/Statement
You will need to work directly with your 3rd party printer to determine which format is appropriate for your coupon layout.
Enter in any additional information that may be requested (this varies based on 3rd party)
Click Save when complete.
Repeat this process for every client that will be using this feature.
Statement Run
You must generate the statements or coupons from within Caliber then manually send the statement or coupon file that is produced to your 3rd party.To generate statements navigate to the Accounting menu > AR > Statements > Create statements.
Choose the option for ‘Output file for manual 3rd-Party Printing vendor’.
Select the bank, client(s) and other settings and click run.
Once you have completed the statement run owners who have opted to get them via email will have been sent an email with their statement, and the remaining statements that need to be mailed will be included in the file that is produced. You will send this file to the 3rd party, who will print and mail the statements.
Note: Emailed Statements do not include QR Codes currently.
If you would like learn more about the statement run process, view this article: Running Statements
Coupon Run
To generate the coupons with QR codes you will generate them from Caliber.
To do this navigate to the Accounting menu > AR > Create Coupons.
If you are using the manual coupon file option for your selected printer, you would keep the option for 'Use Client settings for Coupons' selected.
If you are using the automated coupon file process for your selected printer, you would need to select the option for 'Use automated 3rd-party printing process’.
Select the client(s) and other settings and click run.
You will be asked a series of prompts and then asked where you would like this file to be saved.
Once the file has been saved to your computer, you would send it to your 3rd party printer who will print and mail the coupons.
If you would like learn more about the coupon run process, view this article:
Creating Coupons
Resident Scan
Once the resident receives their statement or coupon(s), they can scan the QR Code.The following steps are applicable only to customers using HOAMailers and PagePerPage. At this time QR codes generated for Bank-A-Count customers are not specific to residents and will take them to the QucikPay site where they will enter their account information and make a payment.
The QR Code is unique to each resident, so they should not share the code with anyone. For the first 60 days after the QR code is generated the resident will be brought directly to their account in QuickPay to make a payment (as shown in the following steps). After the 60 days is up; they will be directed to the Payment site where they will have to enter their account information in order to access their account & make a payment.
This will bring them to the QuickPay payment page. It will auto populate their name and address. They can then enter in the email address for their payment receipt to be sent.
After clicking the ‘Make Payment’ button they will see their balance and recent transactions. To process a payment click the ‘Make a Payment’ button.
Select to pay the Amount Due or Other Amount.
Review the payment summary and click the ‘Authorize & Pay’ button.
When complete they will receive a message saying they successfully made the payment. They will have the option to Set Ip a Recurring Payment, and if their community uses the FRONTSTEPS Community portal, they will have the option to access (or download) the Mobile app.