Payment Account Setup

Transcription

1 Enrollment Process There are 4 steps involved with the enrollment process. Tell Us About Yourself Create Your Account Payment Account Setup Activate Login Step 1 - Tell Us About Yourself the consumer will be asked to provide personal information. Required fields on this page are marked with an asterisk : Full Name (editable field) Street Address, City, State, & Zip Code (editable field) Telephone number (editable field) Address (editable field) If the required fields are included on the billing file the information will be prefilled when the consumer validates their account information.

2 Step 1 - Tell Us About Yourself (cont.) Additional (non required) Fields: Prefix: Mr., Mrs., Ms., Dr. First Name Middle Name Last Name Suffix: Jr., II, III, etc. Cell Phone Address (secondary) all system communication will be sent to both the primary and secondary addresses when this field is filled in. Address (Alternate) all system communication will be sent to the all three addresses provided. Once all Required Fields are filled in the consumer should use their mouse to click: Step 2 - Create Your Account the consumer will be asked to create their user name and password that will be used to login to the system going forward. They will also be required to answer security questions which will be used if the consumer needs to request a forgotten password or if privacy sensitive changes are made to the profile (i.e. address changes, payment account changes/edits, etc). Required Fields: 1. User Name 2. Password 3. My Selected Image the consumer can choose from the images provided by clicking the previous and next buttons. They must enter and Image Label that includes at least 6 characters. 4. Security Questions and Answers the consumer will be required to choose 5 different security questions from the list of 24 questions in the drop down box. They must choose 5 different questions and provide a response for each. 5. In order to continue to step 3 the consumer must acknowledge they have read and agree to the terms of service for the website They can view the Terms of Service by clicking on the blue hyperlink.

3 The password requirements are set in the biller profile (i.e. how many characters are required and how many letters or digits are required Note: By clicking on the under Security Questions and Answers the consumer can choose from a number of security questions, as seen below:

4 Step 3A - Payment Account Setup The consumer can choose to add banking account or credit card information to be stored in the system. The options available are dependent on the different payment methods available for use as defined by the biller. If the consumer wants to view their bills or setup future dated or recurring payments they will need complete this section. Required Fields: Select Account options are: o Add New Bank Account o Add New Credit Card o No payment Account * Enter Account Description a general account name, any information the consumer would like to provide, ex. Tom s PNC Checking * If the consumer chooses No Payment Account they will be taken to the last step in the Enrollment process and only have the options below:

5 If the consumer has chosen to add an account and has filled in the Select Account and Enter Account Description fields they should use their mouse to click: Step 3B - Payment Account Setup Adding a New Bank Account required fields: 1. Whether the account is a checking or savings account 2. Full name on the account 3. Bank Name 4. ABA Routing Number (from bottom of check) 5. Bank Account Number (from bottom of check). It is required that the bank account number be entered twice and both entries must be identical. 6. Whether the account is a personal or business account 7. The consumer will also be required to agree to the statement below. They will acknowledge their acceptance of the statement by clicking the I Agree box Then use the mouse to click Continue to Step 4

6 Adding a New Credit Card required fields: 1. Type of credit card MasterCard, Visa, American Express, and Discover cards are available payment options but the only options available to the consumer will be determined by the types of cards the biller has choosen to accept. This is determined by the Biller Profile Setup. 2. The full credit card number. 3. The expiration date of the credit card. 4. The full name on the card and the billing address. The consumer must provide the billing address associated with the credit card account to avoid any possible declines due to AVS (Address Verification System) responses. Required fields: a. Full Name on Card b. Street Address c. City d. State e. Zip f. State 5. The consumer will also be required to agree to the statement below. They will acknowledge their acceptance of the statement by clicking the I Agree box. The customer is not prompted to enter their CVV code when enrolling because they are not initiating a payment. The Then use the mouse to click Continue to Step 4 Step 4 - Activate the consumer will see the addresses provided in step 1 if they have listed 3 address they will see all 3 listed here. The consumer should use the mouse to click Send Activation .

7 Send Activation is clicked the consumer will see the pop-up message below. The consumer should use the mouse to click OK and will then be taken back to the Main Login Page: ** Note the consumer will not be able to use their new login ID until they click the Activation sent to the address(es) provided. Activation - The consumer will need to login to the provided and find the generated by the system. The name or From address on this is determined by the Biller. Activation The Activation contents will look like this and include the Billers logo:

8 Depending on the consumers configuration the Activation may look similar to the picture below. This has been altered by the configurations to protect the privacy of the user. The consumer may choose to click on the Link provided in the that states Button not working? If so, click here. Or to change the format of the to allow the pictures to be downloaded. There is no risk to the consumer by downloading the pictures in the Activation . Click to show images Biller Logo Not Shown Activate Button Not Shown Once the show images link is clicked, the activate button will appear. CLICK ACTIVATE Table of Contents Once Activate is clicked they will be taken to a webpage showing a message similar to this: They are now Activated! The user can use the mouse to Click the Continue button or the link provided within the message to be taken to the login screen.