Payment Accounts

 

 

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

1)Edit an existing Payment Account.

2)Delete an existing Payment Account.  NOTE:  A Payment Account cannot be deleted if there is a scheduled payment or an Automatic Payment Instruction attached to the account. The user will need to cancel the scheduled payment before deleting the account.

3)Add a Payment Account.   NOTE:  Credit Card payments are not accepted for all plans at this time.

 

Edit a Payment Account:  Updates will only affect future payments. To update any currently scheduled payments, 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 or Credit Card steps below regarding the information you will need to provide.

 

Delete a Payment Account:  

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 on the NO button to retain the Payment Account.

 

Add a Payment Account: 

1)Click on the ADD BANK ACCOUNT button to add a Bank Account.

a)See the detailed Bank Account steps below.

2)Click on the ADD CREDIT CARD button to add a Credit Card. 

a)See the detailed Credit Card steps below.

 

 

Bank Account: 

 

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

oRouting 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.)

oAccount Number:  The account number is the number found to the right of the Routing Number on the bottom of one of your checks.  The account number cannot be greater than 17 digits.  (If you are not sure how to locate the Account Number, you can click on the See an Example link.)

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

oPayment Account Name:  A Payment Account Name can be added in this field.  This is not a required field.

oClick 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.

 

 

No Automatic Payment Instructions can be set up via a credit card payment instrument.

 

Credit Card: 

 

oName on Card:  Type in the person's name that is listed on the credit card.

oBilling Address:  Type in the address of the person listed on the credit card.

oCity:  Type in the name of the City of the person listed on the credit card.

oState:  Click to select the state of the person listed on the credit card.

oZip:  Type in the Zip Code (5-digits) of the person listed on the credit card.

oCard Type:  Select the Radio Button for the type of Credit Card Account you are using (Visa or MasterCard).

oAccount Number:  Type your Account Number (no dashes or spaces).

oExpire Month:  Either type the month (example: 09 for September) or click on the drop down box and select the expiration month.

oExpire Year:  Either type the year (example:  2012) or click on the drop down box and select the expiration year.

oPayment Account Name:  A Payment Account Name can be added in this field.  This is not a required field.

oClick the ADD 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.