How to Setup 'Payment Methods'

The Payment Methods screen lists all payment accounts that you have designated and securely saved for making payments. Payment Method may only be edited / deleted by the user (Email Address) that created it.

Note: If you add a new Payment Method to an account with Automatic Payment instructions, you must also navigate to the Automatic Payment screen to update the Automatic Payment instruction with the new Payment Method. In addition, you must navigate to the Payment Activity tab to cancel any Scheduled payments under the previous Payment Method and then navigate to the Bills tab to Make a One-Time Payment of all OPEN invoices.

Bank Account: To make a payment via a bank account debit, add the information noted below. Payment Methods can only be saved when Enrolled.

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

· Routing Number: The 9-digit routing number can be found on the bottom of your check. If you are not sure how to locate the Routing Number, please click on the See an Example link on the screen.

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

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

· 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.

· Payment Method 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.

· Click Next to go to the Verify Payment Screen.

Credit Card: To make a payment with a credit card, add the information noted below. Payment Methods can only be saved when Enrolled.

· Name on Card: Type in the person's name listed on the credit card. First and last name are required.

· Billing Address: Type in the billing address of the person listed on the credit card.

· City: Type in the billing City of the person listed on the credit card.

· State: Select the billing State of the person listed on the credit card from the drop down list.

· Zip: Type in the billing Zip Code (5-digits) listed on the credit card.

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

· Account#: Type your credit card Account# as it appears on your card (no dashes or spaces).

· Expire Month: Either type the month (example: 09 for September) or click on the drop down box and select the month your card expires.

· Expire Year: Either type the year (example: 2015) or click on the drop down box and select the year your card expires.

· Security Code: Type in your 3-digit CVV code for Visa or MasterCard (found on the back of card), or your 4-digit CVV code for American Express (found on the front of card).

· Payment Method 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.

· Click Next to go to the Verify Payment Screen.

Note: A Payment Method cannot be deleted if there is an Automatic Payment instruction tied to the method. You will need to navigate to the Automatic Payment screen and cancel the Automatic Payment instruction before deleting the Payment Method.

Ø Click on Delete link next to the Payment Account that you would like to delete.

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