Photocopies may only be requested for Cheque payments that have a status of "Paid."
To access Payments Services, click Payments Services on the CitiDirect navigation bar. The Payments Services Summary Form appears.
On the Input/Modify Tab click New.
Click New From Transaction Detail. The Service Request Detail Form appears.
In the Processing Location field, click the Library Look-Up button, select WorldLink, and click OK.
The Branch Account Number/Currency/Name field is disabled.
In the Payment Method field, click the Library Look-Up button and select a payment method.
In the Payment Service Request Type field, click the drop-down arrow and select Photo Copy Request. Note: The service types available vary based on the payment method chosen.
In the Company Name field, click the Library Look-Up button and select a company.
In the Payment Transaction Reference Number field, enter the reference number of the payment transaction for which you would like to receive a photocopy of. Note: You may not enter both this number and the Cheque Serial Number.
In the Cheque Serial Number field, enter the serial number of the cheque you want to receive a photocopy of. Note: You may not enter both this number and the Transaction Reference Number.
The Inquiry Response field will be automatically populated when the request is submitted.
In the Name field, enter the name of the person who should receive a photocopy.
In the Address field, enter the address of the person who should receive the photocopy.
The Service Transaction Reference Number field will be automatically populated when the request is submitted.
Click Submit. The request is submitted for validation.
Note:
To return to the summary form at any time, click Return to Summary.