Automatic Payments

Automatic payment instructions allow you to create an instruction that will schedule or pay your future bills automatically. Once in place, each new bill added to the system will be scheduled and paid based on your timing and payment method preferences. Automatic payment instructions stay in place indefinitely until deleted.

The Automatic Payments screen lists all of the accounts against which you are enrolled. If an automatic payment instruction has been created, you will see a timing selection in the account list. Existing instructions may be edited or deleted at any time. Accounts without instructions will have an Add link to create a new instruction from this screen.

Add an Automatic Payment:   New automatic payment instructions will schedule and pay every new statement added to the system. A new instruction will not pay existing invoices already listed in the Bills screen. You will need to pay any current bills using a One Time Payment.  Once you Add a new Automatic Payment instruction, statements will be paid when the next new invoice is available. Follow the steps below to create a new instruction:

1)      Click on the Add link for the account you would like to add the Automatic Payment Instruction.

2)      The Account Number will automatically fill in and is not editable.

3)      Payment Timing: Your payment will schedule when the new bill is added to the system. It will process on the Due Date listed on the statement.

4)      HEARTSHIP Donation: You may add a dollar amount that will be added to the statement Amount Due. This amount will be added in each month until you cancel or edit the automatic payment instruction.

5)      Click on the Payment Account drop down field to select a bank account to use for the future payments. You may not pay with a credit card here. If you have not created and saved a payment method previously, you can do this here by selecting the Bank Account. Your new method will be saved for future use.

6)      Click on the CANCEL button if you would like to cancel the Automatic Payment Instruction and return to the Accounts screen.

7)      Click the ADD button to save and add your Automatic Payment Instruction.

a)      Read the Attention message and click on the OK button.

Edit an Automatic Payment:   Changes to the automatic payment instructions will only affect payments made for future bills. To update any currently scheduled payments, you must cancel the payment and enter a new One-Time Payment. You may change any of the selections below:

1)      Click on the Edit  link for the account/automatic payment instruction you would like to Edit.

2)      The Account Number will automatically fill in and is not editable.

3)      HEARTSHIP Donation: You may edit a dollar amount that will be added to the statement Amount Due. This amount will be added in each month until you cancel or edit the automatic payment instruction.

4)      Click on the Payment Method drop down field to select a bank account or credit card to use for the future payments.

5)      Click on the CANCEL button if you would like to cancel the Automatic Payment Instruction and return to the Accounts screen.

6)      Click the SAVE button to save and add your Automatic Payment Instruction.

a)      Read the Attention message and click on the OK button.

Delete an Automatic Payment:

1)      Click on the Delete link next to the account for which you would like to delete the Automatic Payment Instruction.

a)      Click on the YES button to confirm the deletion of the Automatic Payment Instruction.

b)      Click on the NO button to cancel this action and keep the current Automatic Payment Instruction.