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frequently asked questions

Do you have questions regarding the billing and invoice gateway?

Below is a list of the most common questions and information which will help you learn more:

Hartfiel Connect provides you with a number of convenient capabilities. You can easily access your invoices and statements online in PDF format. You can also download your billing information into a variety of accounting packages including QuickBooks.

This service is provided as a convenience to our customers at no additional charge. And because you won’t need to spend time opening, sorting, filing and shredding paper documents, it will likely save you time and money.

Nothing will change on how you currently receive your invoices. Hartfiel connect will be an additional location for you to view and pay all of your invoices.

You may cancel your “Hartfiel Connect” account at any time. Simply call Hartfiel Automation, Inc. at 952-974-2500 and ask for accounts receivable.

Yes. This service allows you to pay online with a bank account or credit card.

Scheduled payments can be canceled prior to processing. To view all scheduled payments, click on the “Payment History” tab within Hartfiel Connect. To cancel a payment, simply click the “Cancel” text to the right of the scheduled payment.

We protect your information with the highest level of encryption available. You can be assured that your information is safe. The website is PCI Level 1 Compliant and SSAE 16 Certified. They are the most stringent certifications to ensure your data is secure.

You will receive a notification via email that a new bill is available in addition to receiving your invoice the same way you do now.

Your online bills will be an exact replica of the bills you are used to getting in the mail.

We use the industry standard PDF format for storing and displaying billing documents which makes it very easy to print or save your bills to your computer. Click here to get the free Acrobat Reader ®.

If you had upgraded from an earlier version of Hartfiel Connect, your User Name will be your Customer Number. After signing in the first time, you will be prompted to select a new User Name. Anytime you sign in after that will require that new User Name.

Yes. You can link multiple accounts through the Settings tab. Once there, you should see an Account Management section on the left navigation panel which allows you to link multiple accounts by providing the necessary credentials to validate that you own the accounts. If you do not see this option, you will need to speak to your administrator to link and assign the accounts to you.

You can set custom date range filters by clicking on the drop down arrow next to the date column that you want to filter by. Select from a predefined list of days or define your own custom range to filter your bills.

All new unpaid bills will be listed in the Open tab. Once you have made a payment in full against a bill, you can move them to the Closed tab so that they will no longer show up in the Open tab. There’s also an option in the Settings tab that can automatically mark bills as closed once they are paid in full so you don’t have to manually close them.

Yes, just click the box next to each item and click the Print or Download button. It will group all the bills together to allow for easy printing and downloading.

Yes. If your accounting software is compatible with one of our available formats, you can import this data directly into your accounting system. Within Hartfiel Connect, check the boxes next to the bills you want to download. Then click the “Download” button and follow the instructions. You will be able to select among a variety of different accounting packages including QuickBooks, Viewpoint, Forefront (from Dexter + Chaney), Peachtree, Timberline and a CSV file that is Microsoft Excel compatible.

You can sort the items displayed by clicking on the column title.

By clicking on the drop down arrow next to the column you want to search from, you can now enter in your search criteria to filter your view.