Account payments and reports
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How do I get a tax invoice?
Tax invoices can be generated from the ‘Reports’ page, available at the end of each month. If you have multiple account codes administered by a main account, a single tax invoice will be generated from the main account.
How do I add money to my account?
There are several payment methods, depending on your account type.
Pre-paid accounts are for customers who’ve registered their account online. The account must have sufficient funds deposited into it to conduct the searches. A pre-paid account code looks like this: 2017-1234.
Post-paid accounts, also referred to as ‘invoiced’ accounts, are for customers who are invoiced for their transactions. A post-paid account code looks like this: AABB-XYZ0.
Please refer to the following table to see which payment methods are available for your account type:
Adding funds to your account online via credit card is the fastest way to increase your balance. We offer a secure payment system administered by the Queensland Government.
To top-up your funds:
- Select the ‘Account info’ link. Under the ‘Account maintenance’ menu, select ‘Increase your account balance using your credit card’.
- Enter your top-up amount then select ‘Next’.
- Select ‘Launch payment service’. You’ll see a summary of the transaction. If the ‘Total amount payable’ is correct, select the green ‘Pay by credit card’ button.
- Select your credit card type from the list, then enter your details in the fields provided.
- Select ‘Proceed’. If the transaction is successful, a receipt page will display.
- Select ‘Continue’ to return to CITEC Confirm. The screen will show your new account balance.
- If you were in the middle of the search and were prompted to increase your account balance, select ‘Next’ to return to the search you were doing.
Your invoice includes a link and all the details you need to make a payment online through BPOINT. This includes the Biller Code, your Account Code and the invoice number.
You can make direct deposits online via internet banking or at a local branch.
If you wish to add funds to your account via direct deposit, please use the following details:
- BSB – 064 013
- Account number – 1000 1444
- Account name – ‘CITEC Confirm Collection Account’
- Transaction description – your CITEC Confirm account code.
BPAY is only available to post-paid accounts. The invoice will have instructions on how to pay your account via BPAY, including:
- total amount payable
- biller code
- BPAY reference.
Are there any limits to how much money I can add to my account?
There is no upper limit to the total amount you can add to your account balance. However, it can only be added to your account in $1000 AUD increments.
For example, you may perform five sequential account top-up transactions of $1000 AUD each, resulting in a total of $5000 AUD.
When should I add money to my account?
You can add money to your pre-paid account at any time to conduct the searches you need. Check our Fees page for details of our charges.
If you attempt to do a search without sufficient funds, you’ll be prompted to add money to your account. If you add money via a credit card, your search will pause until the transaction is complete.
Ensure the top-up is completed by selecting the ‘Next’ button until you return to your search screen. If you close the window before completing the top-up process, any data entered during your search may be lost and you’ll have to start again.
If you have a post-paid account, you’ll receive an invoice with instructions on how and when to pay your account balance.
Can I request a refund of the balance of my account?
For matters relating to refunds and account closures, contact email@example.com. Please include:
- subject of your request
- CITEC Confirm account code
- bank account details for transfer.
We’ll contact you to confirm your request and obtain additional information if required.
Which account code should I use for reporting?
If you have multiple linked account codes with us, you can run reports from your main account or your log-in accounts. The following options are available:
Current month statement
Financial transactions, such as deposits or credits, from the current month and a summary of sales (searches). Financial transactions don’t display on statements generated from subsidiary account codes.
Previous month tax invoice
All financial transactions for the prior month and a summary of searches. If sub-accounts exist, a summary by account code will also be produced, but this does not form part of the tax invoice.
Tax invoices will only be generated from your main account, so all information is captured from your linked subsidiary accounts.
Post-paid clients can restrict a monthly statement to a particular user ID or ‘Your reference’.
Simply select a current or previous month statement under the parent account and enter the user ID or ‘Your reference’ you wish to filter on. ‘Your reference’ is case sensitive.
It isn’t possible to filter a statement by ‘Your reference’ and a user ID at the same time.
Adjustment details report
Details manual credits and debits for the main account and other login accounts.
If you need more information about an adjustment, quote the ‘Job Ref’ number.
Daily usage report – today or previous day
Completed searches for the current or previous day, sorted by time or ‘Your reference’.
If the report is run from the main account, the login account for each search is identified.
Monthly usage report – sort by date
Details all completed searches per day and a summary of searches over the month.
Monthly usage report – sort by your reference
Summary of searches performed over the month, sorted by ‘Your reference’ and grouped by type of search.
Usage reports for bimonthly billing period
Post-paid clients can produce a usage report that covers the period related to an invoice (2 periods per month). Simply select the month and period required.
How do I save my reports to a spreadsheet?
Spreadsheets can be automatically generated for daily and monthly usage reports. Select the report option that you need, then choose the hyperlink ‘save result to a file’.
The file is in .CSV (comma separated value) format, which you can then convert to a spreadsheet or text format.
Why are there charges on my statement with a transaction value of $0?
Some systems require us to keep track of every transaction, whether that transaction is chargeable or not. An example of a non-chargeable transaction would be a request to see if a plan is imaged, compared to the chargeable transaction made when a copy of the plan is ordered.
Both transactions involve a query to the provider’s database and appear on your statement, even though only one transaction incurs a charge.
What is the ‘Your reference’ field?
Entering a meaningful value in the ‘Your reference’ field will help you locate results in the inbox at a later date. What you enter as your reference is up to you.