Payment Methods

 

 

The Payment Accounts screen lists all payment accounts that the user has created and saved for making payments.  From this screen the user can:

1)      Edit an existing Payment Method.

2)      Delete an existing Payment Method.  NOTE:  A Payment Method cannot be deleted if there is an automatic payment instruction tied to the method. The user will need to cancel the Automatic Payment Instruction before deleting the payment method.

3)      Add a new Payment Method (bank account).

 

Edit a Payment Method:  Updates will only affect future payments. To update any currently scheduled payment, you must cancel the payment and enter a new one-time payment.

1)      Click the Edit link next to the Payment Account that you would like to edit.

a)      See the detailed Bank Account steps below regarding the information you will need to provide.

 

Delete a Payment Method:  

1)      Click the Delete link next to the Payment Account that you would like to delete.

a)      Click on the YES button to delete the Payment Account or click the NO button to retain the Payment Method.

 

Add a Payment Method: 

1)      Click on the ADD BANK ACCOUNT button to add your banking information.

a)      See the detailed Bank Account steps below.

 

Bank Account: 

 

o        Account Holder's Name:  Type in the person's name that is listed on the bank account.

o        Routing Number:  This routing number can be found on the bottom of one of your checks.  The routing number is a 9 digit number.  (If you are not sure how to locate the Routing Number, you can click on the See an Example link on the screen.)

o        Account Number:  The account number is the number found to the right of the Routing Number on the bottom of your checks.  The account number cannot be greater than 17 digits, nor fewer than 4.  (If you are not sure how to locate the Account Number, you can click on the See an Example link on the payment screen.)

o        Account Type:  There are two options.  Click to select either Checking or Savings.

o        Save this Account? - Yes/No:  Click the Yes Radio Button to use this account information for this payment transaction AND save the  information for future payments.  Click the No Radio Button to use this account information for this payment transaction ONLY.  Payment Method information will NOT be saved for future payments.

o        Payment Account Name:  A Payment Method Name can be added in this field to identify this account in the future if you are saving this payment method.  This is not a required field.

o        Click the SAVE button to save your changes and return to the Payment Accounts screen or click the CANCEL button to cancel your changes and return to the Payment Accounts screen.