Embedded Files
Common errors and how to fix them
Common errors and how to fix them
- How can I avoid my E-Contracts downloading blank and not showing completed?
- Make sure when you are getting an E-Contract signed that you click Finish at the top of the document and then wait for the screen to update saying that it has been completed. If you don't wait for that screen you may be backing out too soon and the document won't come in.
- If I increase the MMR after the account funds will I get paid the difference?
- Unfortunately when an account is funded the MMR can not be raised and paid out the difference. When you are wanting to raise the MMR due to adding equipment after the account has funded we recommend doing an equipment charge to the customer to cover the cost.
Frequently Asked Questions
Frequently Asked Questions
- How can I generate an e-doc and takeover form?
- Click this link for a training for generating the E-Contract: How to produce an automated agreement
- The Takeover Form is the same process but you switch the provider to DocuSign and select the Takeover Disclaimer and Acknowledgement form (or other document that you need)
- How can I set up my customer as quarterly billing?
- Let your Sales Support Team member know and they will send the request to the funding department to update Brinks.
- Am I able to set my customer up for quarterly billing?
- Yes! The first month will be just 1 month, then after that it will be a quarterly charge. (Billed 3 months at a time starting after purchase)
- Let your Sales Support Team member know and they will send the request to the funding department to update Brinks.
- How do I know if the agreement is completed?
- Click this link for a training for generating the E-Contract: How to produce an automated agreement at the end of the training it shows how to tell it is completed.
- If you still aren't sure feel free to call in and we can double check for you!
- Why does Brinks ask for the Secretary of State on commercial accounts?
- The Secretary of State shows the current status of the business in their area. Brinks only wants to purchase business accounts that are in good standing.
- If it pulls in as Cancelled, Suspended, etc. you will need to have your customer provide an Assumed Name Certificate or get their business back to good standing before Brinks will purchase the account.
- How can I upload a voided check to the customer's document center?
- Click on this link for a training for uploading the banking information: Billing Information Training
- How do I upload pictures to the customer's document center (Store front image, commercial documents, homeowner verification)?
- Click on this link for a training for uploading the documents: Before Creating a Document Training
Have a question that isn't listed above? Ask your question here and we will add it to our form!
Have a question that isn't listed above? Ask your question here and we will add it to our form!
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