Dealer & Clinician Tools / Order Entry Support

Order Entry Support

Find helpful instructions for changing your password and logging in as well as more detailed information on Order Entry, checking status, and advanced shipping notifications, when you log in to your My Sunrise account.
  1. Once entering www.sunrisemedical.ca, click on My Sunrise.
  2. Under "Not Registered Yet? Sign up now", select what best describes you as a user. (i.e. "I am a Consumer/Dealer")
    *PLEASE NOTE: A My Sunrise Account gives you access to the following:
    • Dealers: Quote products, place orders, view technical support resources
  3. Read the User Agreement. After you agree to the terms, you are able to fill out the online application. You are asked to enter your account number and fill out the online application.
    Hint: Select a username between 5-12 characters that you will remember.
  4. Upon a successful sign up, you will receive an e-mail asking you to reply to confirm that your e-mail address is valid. When the webmaster receives your reply e-mail, your online account will be activated and you'll receive a confirmation e-mail when your account is ready for use.

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The activation e-mail is an automated reply upon submittal of your application and some e-mail services are set to block these types of e-mails. If you submit an application and do not receive an e-mail within 2 minutes, click here and provide your username in the e-mail body.

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  1. After signing up for an online account, you can log in to the My Sunrise area by entering your username and your password (which you selected on your application).
  2. You can access the sign-in page from the My Sunrise link in the top navigation or the Sign In link in the top-right corner of the page.
  3. If you receive a red exclamation point next to your username, this could possibly mean that your online account has not yet been activated. If this occurs, please contact mktcanada@sunmed.com and provide your username only. Never provide your password to anyone.

View or print these instructions as PDF

  1. If you cannot remember your password, click on My Sunrise.
  2. Scroll down then click on Forgotten Password from the login page.
  3. You will be asked for your e-mail address. A new password will be issued to you and sent via e-mail. If you've changed your e-mail address since signing up for an account, please e-mail mktcanada@sunmed.com and request that your password be reset. If you have your username, please be sure to provide it with the request. Never provide your password to anyone.

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  1. We encourage each online user to change their password every 90 days for security purposes.
  2. To do this, please log out and use the "Forgotten Password" functionality on the log-in page (See above, "Forgot password?")

Internet Explorer

  1. Open Internet Explorer
  2. In the TOP toolbar, click Tools
  3. Then select Internet options
  4. Click the Privacy tab
  5. Under "Pop-up Blocker", uncheck the Turn on Pop-up Blocker option
    NOTE: If you would like to turn the pop-up blocker on, check the Turn on Pop-up Blocker option.
  6. Click Apply

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Firefox

  1. Open Firefox
  2. In the menu bar, select Tools, then click Options
  3. Uncheck Block popup windows. Then click OK

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Internet Explorer

  1. Open Internet Explorer.
  2. In the Menu Bar (File, Edit, View...) select Help.
    NOTE: If the menu bar is not located at the top of the window, right-click anywhere on the top window of the browser then select Menu bar to add it.
  3. Click on About Internet Explorer.
    NOTE: This will open the About window, which displays Internet Explorer browser information.
  4. Please notate the version number from this About Internet Explorer window.
  5. Click Close to close the window.

Google Chrome

  1. Open Google Chrome.
  2. Click the Menu button in the top-right corner of the window (Three horizontal lines).
  3. Click Help.
  4. Click About Google Chrome.
    NOTE: This will open the About window which displays Google Chrome browser information.
  5. Please notate the version number from this About Google Chrome window.

Mozilla Firefox

  1. Open Firefox.
  2. In the menu bar (File, Edit, View...), select Help.
    NOTE: If the menu bar is not located at the top of the window, right-click anywhere on the top window of the browser then select Menu bar to add it.
  3. Click About Firefox.
  4. Please notate the version number from this About Firefox window.

View or print these instructions as PDF

Internet Explorer

  1. Open Internet Explorer.
  2. In the Menu Bar, select Tools.
    NOTE: If the menu bar is not located at the top of the window, right-click anywhere on the top window of the browser then select Menu Bar to add it.
  3. Select Delete browsing history....
  4. In the "Delete Browsing History" window, select the following:
    • Preserve Favorites website data
    • Temporary Internet files and website data
    • Cookies and website data
    NOTE: The other items are optional depending on the importance of your browsing history.
  5. Select Delete on the "Delete Browsing History" window.

View or print these Internet Explorer instructions as PDF

Mozilla Firefox

  1. Open Firefox.
  2. In the Menu Bar (File, Edit, View...), select History.
    NOTE: If the menu bar is not located at the top of the window, right-click anywhere on the top window of the browser then select Menu bar to add it.
  3. Select Clear Recent History....
  4. In the "Clear Recent History" window, click the Details arrow to expand full detail view.
  5. In the "Clear Recent History" window, select the following:
    • Cookies
    • Cache
    NOTE: The other items are optional depending on the importance of your browsing history.
  6. Select Clear Now in the "Clear History" window.

View or print these Mozilla Firefox instructions as PDF

Google Chrome

  1. Open Google Chrome
  2. Click on the Menu icon in the top-right corner of the browser, then click Settings
  3. In the Settings window, scroll down to the bottom and click Show advanced settings
  4. Under the "Privacy" section, click Clear browsing data. This will open the "clear browsing data" window.
  5. In the "clear browsing data" window, check only the following:
    • Cookies and other site and plugin data
    • Cached images and files

    NOTE: All other boxes should be unchecked.

  6. Then click Clear browsing data.

View or print these Google Chrome instructions as PDF

Mobile Safari

  1. Open the Settings app.
  2. Tap on Safari in the menu.
  3. Tap on Clear History and Website Data, then tap Confirm.

    NOTE: Clearing history is not required to clear cache.

  4. Exit or quit all browser windows and reopen.

    NOTE: Closing and reopening all browsers after clearing the cache will ensure the clearing of the cache worked.

View or print these Mobile Safari instructions as PDF

Internet Explorer

  1. Open Internet Explorer.
  2. In the Menu Bar (File, Edit, View...), select View.
  3. In the View menu, click on Zoom to change your view to 100% or your desired zoom level.

View or print these Internet Explorer instructions as PDF

Mozilla Firefox

  1. Open Firefox.
  2. In the Menu Bar (File, Edit, View...), select View.
  3. In the View menu, click on Zoom to change your view.
  4. Then click on Zoom Out. This will decrease the Zoom.
    NOTE: If you click Reset it will reset the browser to its initial state and you can adjust it by clicking Zoom In or Zoom Out to your desired zoom level.

View or print these Mozilla Firefox instructions as PDF

Google Chrome

  1. Open Google Chrome.
  2. In the top-right corner of the window, click the Menu button (three horizontal lines).
  3. In the Menu, click the - to zoom out or + to zoom in.

View or print these Google Chrome instructions as PDF

  1. Open Google Chrome.
  2. Click the Chrome menu button (three vertical dots) in the top-right corner of the browser window.
  3. Click Settings in the menu.
  4. Click Show advanced settings...
  5. Under the "Privacy" section, click Content settings...
  6. Under the "Pop-ups" section, click Manage exceptions...
  7. In the "Hostname pattern", type [*.]sunrisemedical.com, then click Done to save your changes.

Internet Explorer

  1. Open Internet Explorer
  2. Go to the website you want to add as a favorite by entering it in the address bar. Example: www.sunrisemedical.com
  3. In the menu bar, select Favorites and click on Add to favorites...
  4. In the Add a Favorite dialog box, enter the name for the favorite in the Name: field. Then, click Add

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Edge

  1. Open Edge
  2. Go to the website you want to add as a favorite by entering it in the address bar. Example: www.sunrisemedical.com
  3. Click the Star icon
  4. In the Favorites dialog box, enter the name for the favorite in the Name field. Then, click Add

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Chrome

  1. Open Chrome
  2. Go to the website you want to add as a bookmark by entering it in the address bar. Example: www.sunrisemedical.com
  3. On the far right side of the address bar, click on the Star icon
  4. In the Bookmark dialog box, enter the name for the favorite in the Name field. Then, click Done

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Firefox

  1. Open Firefox
  2. Go to the website you want to add as a bookmark by entering it in the address bar. Example: www.sunrisemedical.com
  3. On the far right side of the address bar, click on the Star icon
  4. In the Edit This Bookmark dialog box, enter the name for the favorite in the Name: field. Then, click Done

View or print these instructions as PDF

Safari

  1. Open Safari
  2. Go to the website you want to add as a bookmark by entering it in the address bar. Example: www.sunrisemedical.com
  3. In the menu bar, select Bookmarks, then click Add Bookmark...
  4. Enter the name you want to use for the bookmark, then click Add

View or print these instructions as PDF

  1. My Sunrise is the area available to authorized dealers requiring a secure login and is hidden from the view of public website users.
  2. Once logged in, you can order product and inquire on anything from pricing information to shipment tracking.
  3. **Only users with purchasing authorization will be granted the ability to purchase online.
  4. A brief description of (and link to) the services offered to you can be found by scrolling through the My Sunrise page.

View or print these instructions as PDF

  1. Wheelchair information is available by clicking Serial Number Inquiry from the left navigation of My Sunrise.
  2. To pull up the features, options, and original order information on a wheelchair, simply enter the serial number (don't forget the dash) into the box. (Example: Q2-123456)
  3. The wheelchair lookup will pull up any Quickie serial number, not just chairs that your company has sold.
  4. The wheelchair lookup only specifies the options on the chair as they were built. Changes to the model are not tracked online.

View or print these instructions as PDF

There are two places to find serial numbers in C2.

  1. Click on My Sunrise, then scroll down to "Ordering Online".
  2. Click Track an Order.
  3. At the "Track Orders or Quotes" screen you can find the order by entering the order number or by using any search criteria provided.
  4. Open the order that you wish to find serial number information for.
  5. Click on Shipment Information from the "Track orders and quotes" screen.
  6. Then click on the Serial Numbers link.
    NOTE: If there are multiple serial numbers you will need to repeat Step 5.
  7. The chair serial number will be the first serial number displayed.
For the second place to find serial numbers, you will need to repeat Steps 1-3 above to reopen an order.
  1. Then scroll down and click on the Line Number link which will open the Line details window.
  2. Click on the Serial Numbers link and you will get the same popup window as described in Step 7 above.

View or print these instructions as PDF

  1. From the My Sunrise homepage, in the "Ordering Online" section, click on Check Prices & Availability.
  2. From this page you are able to access both pricing information as well as stock availability.
  3. Just enter the item number or select from the list of wheelchairs.

View or print these instructions as PDF

  1. Once signed into My Sunrise, scroll down to "Ordering Online".

NOTE: Click on My Sunrise from any screen to get back to the My Sunrise homepage.

*TIP 1: "New Configurator" If you're using Internet Explorer and pop-up blocker is turned on, message windows will not open. Popup Blocker will need to be turned off: see the "How to turn off Internet Explorer popup blocker" instruction above.

  1. Click New Quote. This will bring you to the shopping cart window.
  2. At the "Shopping Cart" in the "item number" box, enter your chair "model" item number. Click Add to cart. This will open the chair configurator screen.
  3. Under "Configuration Type", select Wheelchairs in the dropdown box. Under "Choose Model", select your desired wheelchair, then click Configure.
  4. Use the right scrolling bar to configure the chair moving down "New Configurator"

NOTE: Old configurator display tabs on the top "configure using tabs".

*TIP 2: Not all models display images. If you see the "image" category you can turn images off or on by clicking on YES or NO.

*TIP 3: To the left of the "New Configurator" it lists the order form bolded super categories.

*TIP 4: You can click the diamond icon in front of the super categories. This will list all options in order form sequence.

*TIP 5: Some configurators will have PDF links to "Interference Diagrams, Helpful Guides, and Color Information". Not all configurators will supply this information.

  1. If you receive red flags on a category, a message window will open displaying the areas to review or modify. Please make corrections based on the explanation in the message window to remove red flags.

*TIP 6: You can click on the "question mark" icon on "red flag" categories to display the message window.

  1. To complete your quote, select Complete Configuration.

NOTE: New Configurator

  • "Complete Configuration" is designed to do a validation check on the current configuration. If picks are missing, the category will highlight red until a pick is made. All red categories will be gone once the configuration is valid. At this point, please choose Save and close. This is to ensure all requirements are met for your model per your configuration.
  • "Partial Configuration" option will allow you to save the configuration as partial. It allows missing picks and will not complete the configuration.

NOTE: Old Configurator

  • Add to Order completes and saves and configuration.
  • Save partial configuration will allow you to save the configuration as partial. It allows missing picks and will not complete the configuration.
  1. Click Save and Close on the top menu bar to complete your quote. After clicking Save and Close, you will be brought to the shopping cart window.

*TIP 7: The new configurator top bar will list buttons Save and Close: Click this after you have completed a partial or complete configuration. Close: Will close out without saving configuration. Reset: Reset all options. Quick View: Review quote details.

NOTE: To add additional items, repeat steps 4 and 5.

  1. In the "Shopping Cart" window, click Add, then click Go to Checkout, which will bring you to the Order Details window.
  2. At the Order Details screen, enter the "marked for" information, "PO/Quote" number, send yourself or someone else an "Acknowledgement" and enter "Order Notes".
  3. After you update the "Order Details" information, click Save as Quote. This will populate your quote number for future references.

View or print these instructions as PDF

  1. Log in to My Sunrise.
  2. Under the "Ordering Online" section, click Revise a Quote.
  3. Access the quote by entering the quote number and clicking Search or by using any search criteria provided.
  4. Or click Search without entering any information to list all quotes and orders. Then click on the quote number you want to revise.
  5. From the "Select Action Items" drop-down menu, select Edit Order/Quote. When ready to edit, click Go.
  6. Wait for the order to load.
  7. When the order has finished loading, scroll to the bottom and click Edit Items.
  8. Scroll to the line number of the chair you wish to edit, and click on the Line number link.
  9. Now click View/Edit Configuration to load the configurator. (This will load either the old style or new style configurator.)
  10. You can now edit the configuration as desired and add to order just like you did when it was a new configuration.
  11. Click Go to Checkout.
  12. You now have the option to cancel your edits by clicking Cancel Edits or save your edits by clicking Save as Quote.
  13. If you need further assistance please call Customer Service at 1-800-333-4000.

View or print these instructions as PDF

How to open Caster Wheel and Wheel Lock categories

  1. Front Seat Height selection is required to open the Caster Wheels category.
  2. Seat Depth and Frame Depth selections are required to open the Wheel Lock category.
  3. Our old configurator allowed users to choose these options without any selections. In our new configurator, these picks are required to open these categories.
  4. By clicking the question mark icon to the right of each category, it will show the reason why these categories are greyed out. It will also provide helpful information as to why you have red flags.

View or print these instructions as PDF

  1. If you or a Sunrise Medical customer representative have saved a quote, it will be available to edit online at SunriseMedical.com.
  2. To find your quote, click on My Sunrise and scroll down to "Ordering Online".
  3. Click on Track an Order.
  4. You will either enter a quote number or use a search option.
  5. If you do not have the Sunrise Medical quote number or any other search criteria, clicking the Search button will list all quotes for your account in chronological order.
  6. From this multi-list, click on the quote (number) you were looking for. Once you select the quote, you will need to select an action item from the drop-down menu and select Edit quote/order to begin making the necessary changes.
  7. From here, the quote can be placed as an order or again as a quote. Just continue as your would any order (please see Placing an Order).
  8. Clicking the Cancel Edits button merely cancels any changes you just made to the quote, if any. It does not delete the quote from the system.
    Note: Be careful not to select Cancel Order because it will cancel the entire quote.

View or print these instructions as PDF

  1. Log in to My Sunrise.
  2. Under the "Ordering Online" section, click Revise a Quote.
  3. Access the quote by entering the quote number and clicking Search or by using any search criteria provided.
  4. Or click Search without entering any information to list all quotes and orders, then click on the quote number you want to convert.
  5. If changes are required, it is recommended to make the changes in the quote and resave prior to copying to an order.
  6. When ready to copy, select Copy to New Order from the drop-down menu, then click Go.
  7. Enter the purchase order number and click Continue.
  8. You can review the contents of the order on this page. (Part numbers, Quantity, Pricing, etc.) When you are satisfied with the contents of the order, you can proceed to checkout.
    Click Go to Checkout.
  9. In the Order Details window, click Place Order. This should complete your order and assign an order number.
    NOTE: Jot down or notate the new order number for future tracking.
  10. If you need further assistance please call Customer Service at 1-800-333-4000.

View or print these instructions as PDF

Unique User ID required for each Sold-To Account

Each User ID is assigned a Sold-To account number and when applicable, a Ship-To account.

It is possible for that User ID to access all the Ship-To accounts under that Sold-To account number.

  1. When you log in, your default ship-to will apply to all transactions unless you make a change.
  2. When you select Begin a New Order, an order launches into the item entry screen and will display the default ship-to account at the top.
  3. After entering all required items, click Go To Checkout at the bottom of the page.
  4. On the Order Details page, click Change Location/Drop Ship next to the Ship-To account information.
  5. From this page you can choose from any ship-to location associated with the sold-to account related to the User ID.
  6. This is also the page from which to access the drop ship address page when shipping directly to your client.

If you need further assistance, please call Customer Service at 1-800-333-4000.

View or print these instructions as PDF

  1. From My Sunrise, scroll down to "Ordering Online" and click on New Order or New Quote.
  2. Click Continue.
  3. You may select a wheelchair from the drop-down list, or enter the item numbers.
  4. Clicking Add to Cart will add each item to your list or Configure will pull up the Wheelchair Configurator.
  5. If you've chosen to "Add" a wheelchair, the configurator will allow you to pick and choose your standard wheelchair options.
    Note: Custom options not found within the configurator must be called in to Customer Service at 800-456-8168.
  6. The shopping cart will produce an error message if you've entered an incorrect item number or an item with a feature associated with it (like a color).
  7. Each item can be "marked" for individual customers if it is preferred, or you can mark the entire order for one customer when confirming the order.
  8. Once an item has been added to your order, you can change quantity or "marked for" information by clicking the "1.000" or line number link to the left of the specific item. You can change the quantity from this screen by typing the number in the box provided. Be sure to click Update Cart
  9. You may also delete the line by clicking the red X to the right of the specific item.
  10. When your order is complete, click Go to Checkout which takes you to the area where you confirm your PO# and place the order or quote.
  11. Within this screen you will find the address to which the order will be shipped (this can be changed by clicking Change location/drop ship). When a new address is entered, click Back to Order Details button.
  12. If you choose expedite the shipment, you will be assessed the additional fee.
  13. If you wish to receive an acknowledgement of the order or quote, be sure to select an Acknowledgement method, enter your e-mail address and select desired pricing.
    Note: You can select up to two fax numbers or e-mail addresses.
  14. At this time you may choose to Place Order, or Save as a Quote. You may also delete it altogether.
  15. If you place an order or a quote, the confirmation number will be given and the acknowledgement will be sent via e-mail or fax with the pricing displayed as you have indicated during checkout.
    Note: You may always cancel an order or make changes up until you hit Place Order
  16. After selecting Place Order or Save as Quote, you will see your quote or order number.
  17. If you've placed your order and need to make changes, CALL CUSTOMER SERVICE IMMEDIATELY: 800-333-4000.

View or print these instructions as PDF

  1. If you ever have a concern during Order or Quote placement, adding a note to the Notes section (Step 4 at checkout page) will prompt customer service to review the submitted order/quote.
  2. Keep your eyes peeled for a speedy reply via e-mail.

View or print these instructions as PDF

  1. Click the Jay Bundle button in the chair configuration.
    NOTE: Jay Bundling button is located in the seating section of the chair configuration.
  2. After completing and saving the chair configuration, check the Link chair box in the Shopping Cart window.
    TIP: Selecting the Link chair box will link the chair to Jay item.
  3. Click on Add to add chair to order.
  4. Enter the Jay Item number, then click Add to Cart.
  5. Check the Link Chair box to link Jay item with chair.
    NOTE: Please confirm that the chair line and Jay item line has the same warehouse. This will ensure that all items are bundled together.
  6. Select the Warehouse location to match Chair location then click Add. (Repeat steps 4-6 to add additional seating items)
    NOTE: All seating must come from the same warehouse location.
  7. Select the Go to Checkout button.
  8. At the Order Details page, check the Ship complete box (please ensure all buyers' information is complete at the order detail page)

If you need further assistance, please call Customer Service at 1-800-333-4000

View or print these instructions as PDF

  1. From the My Sunrise homepage, invoices can be accessed by clicking Track an Order in the Ordering Online section.
  2. Then click on invoice number on the top header.
  3. Enter the invoice number or use one of the search option fields.
  4. If you do not have the Sunrise invoice number or any other criteria to search for your invoice, hitting the Search button will list all invoices in chronological order.
  5. Scroll through this multi-list to find your invoice.
  6. To view invoice detail, get copies, or process an online payment: enroll in Invoice Gateway.

View or print these instructions as PDF

  1. Log in to My Sunrise and scroll down to "Ordering Online".
  2. Click on Track an Order to begin an order search.
  3. You will be brought to a page with several searchable fields. Your Sold-to# and Ship-to# will automatically populate.
    Note: to search all orders and quotes under your sold-to#, you can remove the ship-to# from the field and click the Search button.
  4. To find the particular order you are looking for, enter either the Sunrise order number or utilize one of the search options.
  5. You can search by more than one criteria at once.
  6. Wildcard search - To search on a partial name within a field, simply place an * after the name entered into the field.
  7. If you do not have the Sunrise order number or other information, hitting the Search button will list all orders/quotes in chronological order.
  8. From this multi-list, click on the order number you are looking for.
  9. This will bring up the order detail screen. The drop-down toward the top of the page allows you to select an action item for the order.
  10. To print your order, click on the Send Ackn button. You will be able to choose the format, method (e-mail/fax), and pricing. Click Send Ackn again and your e-mail or fax will be delivered to your inbox within seconds.

Check Order Shipment Status

  1. Click on Shipment information from the order detail screen.
  2. This will open the shipment information screen. The "jump to box" should already have the shipment number for the order selected.
  3. The shipment information window provides the Freight line, Order number, Ship date, Carrier, Service type, Charge/per freight Line, and Weight for freight line.
  4. Also, the shipment information provides the item number, item description, quantity, schedule ship date, actual ship date, serial number information, and tracking number.
  5. Lastly, clicking the tracking number link will direct you to the carrier tracking detail which will provide you the delivery information.

NOTE: If your order has more than one shipment, view information for each shipment by choosing from the Shipment # dropdown, then click on the GO button to view subsequent shipment information.

View or print these instructions as PDF

  1. Sign in to My Sunrise (Note: Click on My Sunrise in the top-right corner of any screen to get back to the My Sunrise page.).
  2. Scroll down to the "My Account" section.
  3. Click on Advance Shipment Notifications.
  4. Then fill out the "Order Shipment Notices" Form.
  5. Click Sign up.

NOTE: When you sign up for Advance Shipment Notices (ASN), this will automatically enroll you into the Back Order Notifications (BSN).

*TIP 1: The below fields are required:

  • First Name
  • Last Name
  • Account number (first six digits of your bill-to number)
  • Ship-to address (Please note that you will receive notifications for all orders with this ship-to location. The buyer's name is listed in the subject line for your convenience)
  • City
  • State
  • ZIP Code
  • Email address
  • Title
  • Phone number
  • Fax number
  • Notification preferences (Email, fax, or both)

*TIP 2: ASN & BSN notifications will give you the below benefits:

  • Advance Shipping Notices will provide the following information:
    • Ship dates of each item on your order
    • Specific tracking information
    • Items shipped
  • Back Order Notices will provide the following information:
    • Email alerts when an item goes on back order
    • Receive updated estimated ship date
    • Reason for back order

View or print these instructions as PDF

  1. To drop ship an order to another branch or facility, you can choose Change Location/Drop Ship from the checkout screen during order entry (please see Placing an Order).
  2. By clicking this button, you will first be given a list of branch locations (associated with your company) from which to choose.
  3. If you wish to ship elsewhere, you can choose the Drop Ship button to enter a drop ship address.
    Note: Drop shipping to a residential location will add shipping charges to your order.

View or print these instructions as PDF

Accessing Invoice Gateway

Invoice Gateway can be accessed in one of two ways:

  1. Through the "My Sunrise" page on SunriseMedical.com, located under the "Inquiries" section.
  2. By saving the link (http://www.sunrisemedical.com/my-sunrise/inquiries/invoice-gateway) as a bookmark

Signing In

  1. If you are not already enrolled, click on Sign Up Now on the sign-in page.
    • The Enrollment Token can be found on the bottom of your invoice.
    • If you would rather, give Sunrise Medical Credit Department a call and we can enroll you.
  2. If you are already enrolled, enter your account number and password and click Sign In.

Working with the Main Screen

  1. The first screen you will see will be the list of open documents on your account.
  2. To change how the information is sorted, click on the column heading. Clicking on the column heading also lets you filter out specific information. For example, clicking on the Invoice # column lets you sort by Invoice Number, or search for a particular invoice. Clicking on the Invoice Date column lets you sort by Invoice Date, or view a specific date range of invoices.
  3. To view an invoice, click the PDF icon at the beginning of the line. The invoice will open in PDF format.To add a comment to an invoice, click the Comment icon (note: these comments are for your reference; do not use to communicate disputes to your Sunrise Medical credit representative).
  4. You can download the invoice information from Invoice Gateway into your financial software. Select the invoices by clicking the box to the left of the invoice, then click Download. A list of formats will appear, along with the accounting software that BillTrust is compatible with. Select the format or package you need, then click Download.

Managing Settings

  1. The settings tab is where you set up payment information, as well as manage how invoices are received.
  2. To add a bank account or credit card, click Settings, then Payment Settings, then Add Bank Account or Add Credit Card.
  3. To change how invoices are sent, as well as set up payment notifications, click Notification Settings.

Making a Payment

  1. To pay specific invoices, select the invoices. You can see the running total in the lower-right corner.
  2. When all invoices are selected, click Pay invoices.
    NOTE: PROMPT PAY DISCOUNTS ARE NOT ALLOWED WHEN PAYING BY CREDIT CARD
  3. On the next screen, verify the invoices, total, and Payment Account (if you have more than one). If you need to add a standalone deduction or open payment, click Add Deduction/Payment.
  4. IF YOU NEED TO ADD A DEDUCTION OR PAYMENT, NOTE THE FOLLOWING:
    • Adjustment Type: Choose from dropdown
    • Amount To Pay: Amount as positive
    • Reference # (optional): No more than 8 digits, numeric only!
    • Reference Date (optional): Not required, OK to leave blank
    • Reason: Enter reason for payment or deduction
    • When done, click Save.
  5. When all information is correct, click Next.
  6. Use this screen to verify payment. When done, click Authorize.
  7. You will receive a confirmation number. If you chose to receive an email confirmation of payment, the email will also contain the confirmation number.
  8. To make an open payment on the account that will be applied later (i.e. paying an order in advance of shipment), click Pay Account.

Questions

  1. Do you have questions? Click FAQ at the bottom of BillTrust webpages.
  2. If you don't find the answers you're looking for, feel free to contact us!

Thank you for choosing Sunrise Medical!

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