How-To Steps for Online Billing

Viewing & Saving Your Statement Online

1. Login. Visit rjomembers.com and login by entering your Username and Password at the top, right corner of the homepage. Click the Submit button to complete the login.

2. Join the Online Billing/Invoicing Tool Section. Once logged on, Click the “My Account” option at the top of the page and Click the link called “View the Invoicing Tool” near the middle of the page. The Invoicing Tool will open.

3. Choose Your Account. Click on the Available Jewelers drop-down menu to bring up your account (circled in yellow). The statements available for viewing will display below the drop-down.

ONLINE BILLING

4. View Your Statement (PDF). To view a statement, click the “View PDF” button next to the desired statement. A PDF version of your statement will be opened. The “View PDF” for the Current Statement allows one to review any balance forward amount not paid the previous month. This balance forward contains discrepancies, pending credits for returns, etc. (See Pay Online instruction 3.b.i for balance forward window)

5. Save Your Statement. To save a statement to your local hard drive, click the “Save PDF” button. Find the folder on your computer you wish to save the statement and click save.

Pay Your Statement Online – Next Page

Pay Your Statement Online

1. Choose Your Statement Type & Show Details. a. Click on the statement type (Current/Dating) you want to view.

i. Use the scroll bar on the right to see all available statements – Current & Dating. b. Click the Show Detail button to load the details of your account (invoices, credit memos, payments).

2. Select Invoices for Payment. Make sure the Show Detail button (from previous step) has been clicked showing the details of the account.

a. Click the checkbox under the “Select” column for each invoice to be paid. i. Note: The Selected Amount field, located next to the Submit Payment button, will update each

time a record is marked/unmarked. b. You can also click the ‘All’ button to mark all of the documents in the list. (circled in yellow) c. Your invoice listings may also be sorted in a number of different ways. To sort in a different way, click

the field heading (i.e. Vendor Name, TRX Date, Due Date, etc.) at the top of the listings and the information will be sorted by that field choice.

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Scroll Bar

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Selected Amount Field

3. Submit Payment. a) Once the desired documents have been marked, click the ‘Submit Payment’ button.

b) The “Submit Payment” window will pop up (see below). Enter the Routing Number and Account Number from which bank account you want the funds drawn.

i. If you have a previous balance, this will show in the balance forward field. Balance forward amounts are invoices not paid from the previous month’s statement.

ii. To make a payment against the Balance Forward amount, fill in the “Balance Forward to Be Paid/Credited” field. If not paying the Balance Forward in full, put a note in the Balance Forward Note Field.

iii. You can also adjust your current payment amount if you are ‘waiting for credit’ or paying a dating invoice early by noting the amount in the Adjusted Amount field. Please be sure to leave a note if you are waiting for credit, withholding payment or paying an invoice early. If you do not leave a reason, RJO will service charge any amount outstanding.

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iv. Set the payment date. By using the calendar to the right of payment date, you can select the date in which you want the payment drawn from your account. Please note, payments submitted after the 15th will be considered past due and service charged accordingly.

v. Click ‘OK’ when your account information has been entered. Your banking information will be encrypted upon clicking the OK button. An ACH (Automatic Clearing House) transaction will be created and processed. Clicking the ‘Cancel’ button will halt the creation of a payment.

vi. After clicking the ‘OK’ button, you will have a short delay and will see a message of a

document loading. The receipt should load to your screen. IMPORTANT: When making your first payment online, a toolbar will open at the bottom of the screen regarding the allowance of popup messages from this website.. When you see the toolbar, click on options for this site and choose “Allow Always” in order for the receipt window to display.

vii. This is your payment receipt showing confirmation of your payment and the items you

selected for payment. You can print this receipt by using the printer icon on this page. There is a reprint button beside each of your available statements on your online billing page to re-print this receipt. (Note: The first time printing this document, your computer may bring up a message to install ActiveX. Proceed with installing ActiveX, it just takes a couple of seconds and it will install.)

If you need to cancel the payment, you will need to contact RJO right away. Depending on the day and time your payment was submitted, the window of opportunity to cancel the payment will be short, sometimes just minutes.

Please note: Your bank account info will not be permanently stored by RJO. RJO chooses not to store the information as an extra security measure. Although your information is encrypted, to protect against a hacker gaining access to your routing/account number information we have chosen this method of security.

Payments submitted prior to 2pm will be debited on the current business day. However, you will not see it removed from your bank account until the following business day. Payments submitted after 2pm will be debited the following business day. Payments submitted on a bank holiday or weekend will be processed on the next business day.

4. Close the Invoicing Tool. Once finished with Online Statements, click the Log Out button in the top, right corner. This will close the invoicing tool and take you back to the home page. From here you can navigate to any other section of the site.