E-Bill Express User Manual

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Transcription:

E-Bill Express User Manual Table of Contents Enroll in E-Bill Express... 2 Add a Payment Method... 8 ACH (Bank Account)... 9 Credit / Debit Card... 10 Update or Delete a Payment Method... 11 Update... 12 Delete... 12 Set Up AutoPay... 13 One-Time Payment... 16 Already Enrolled... 16 Select Invoices to Pay... 16 Pay All Invoices... 19 As Guest... 21 Apply a Credit... 22 Print an Invoice... 25 Manage Multiple Accounts... 27 Update Name, Phone, Email and Credit Card Billing Address... 30 Change Security Image and Questions... 32 Change Password... 34 1

Enroll in E-Bill Express 1 Click Enroll. Enter your ABILITY Customer ID. Click Validate. 4 2 3 Enter the first 5-digits of the Zip/Postal Code from the Bill To address on your invoice. Note: For Canadian customers, include the space. (E.g. If your postal code is A1A 1A1, enter A1A 1A1.) 2

5 Enter the requested information. Company Name will be pre-populated. NOTE 1: Billing Address is where your Credit Card statement is mailed. NOTE 2: Information you enter here does not update your ABILITY contact information. Click the Contact Us link below to have us change your contact information on file with ABILITY. Click to continue. 6 3

Create a Login ID and Password. 7 8 9 Provide answers to the security questions of your choice. Click to continue. 10 4

Click to continue. 11 Check the box after reading and agreeing to the Terms of Service. 12 5

13 See Add a Payment Method. Click Finish Enrollment. 14 6

15 You will receive an email at the address you entered above. Click the Activate button in the email. 16 Click Continue to go to the Login page. 7

Add a Payment Method 1 Click Add A Payment Method link. 8

ACH (Bank Account) Select Account Type. Enter your Account Number. 2 5 3 4 Enter your bank s Routing Number. 6 Check the box to authorize bank account charges. Click Add. 7 9

Credit / Debit Card 2 Select Card Accounts. 3 Enter card information requested. 4 Enter the address where you receive your credit card statement 1. Check the box to authorize card account charges. 5 Click Add. 6 1 : For Debit/Credit Cards issued to Canadian addresses, ensure you select Canada from the Country dropdown and enter the Zip in the A1A 1A1 format. 10

Update or Delete a Payment Method 1 Click the gear icon and select Payment Accounts 2 Click the pencil icon to Edit or the trash icon to Delete. 11

Update Make any necessary changes such as updating the expiration date. 3 Check the box to authorize card account charges. 4 Click Update. 5 Delete Click Yes. 3 12

Set Up AutoPay 1 1 Click Click either either the the AutoPay AutoPay menu menu item item or or the the AUTOPAY AUTOPAY Add button. Add button. Click Create New Recurring Payment. 2 13

3 Create a name for your recurring payment. 4 4 Click on desired options. 4 4 14

5 Click the dropdown to select your payment method. See Add a Payment Method. 6 Check to receive a reminder. Click the dropdown to change the number of days. 7 Check the box after reading and agreeing to the Terms of Service. 8 Click Agree and Submit. Click Add on the following prompt. 9 15

One-Time Payment Already Enrolled 1 Enter your Login ID and Password. Click Login. 2 Select Invoices to Pay Select either the Pay My Bills or or View all Items link link. 3 3 16

4 Select the next to the invoice(s) you wish to pay. 5 Click the dropdown to select your payment method. See Add a Payment Method. 6 Click to continue. 17

Check the box after reading and agreeing to the Payment Terms. 7 Click to submit payment. 8 18

On the following Confirmation page, select select your next your action, next action. either Print or Log Out. 9 9 Pay All Invoices Click Pay All. 3 19

Click the dropdown to select your payment method. See Add a Payment Method. 4 Check the box after reading and agreeing to the Payment Terms. 5 6 Click to submit payment. 20

On the following Confirmation page, select select your next your action, next action. either Print or Log Out. 7 7 As Guest Click MAKE PAYMENT. 1 2 Enter your ABILITY Customer ID. 3 Click Make Payment. 4 5 6 7 See Add a Payment Method. See Select Invoices to Pay. See Pay All Invoices. Enter the first 5-digits of the Zip/Postal Code from the Bill To address on your invoice. Note: For Canadian customers, include the space. (E.g. If your postal code is A1A 1A1, enter A1A 1.) 21

Apply a Credit 1 If you have a credit on your account, you will see the View Credit Notices link on the Pay My Bills page. Click the link to apply your credit(s) to one or more invoices. 22

2 3 Select the next to the credit(s) you wish to apply. Click Apply. 23

4 Select the next to the invoice(s) you want to pay. NOTE: Your Total Payment amount must be MORE than the total Credit Notice amount applied. Click to continue processing your payment. 5 24

Print an Invoice 1 Click the Invoice icon. Click Print. 2 25

If you are prompted, Allow Pop-ups. The invoice will open in another window. Click the Printer icon and follow your normal process to complete printing. 3 26

Manage Multiple Accounts 1 Click the Gear icon and Account Linking. Enter the first 5-digits of the Zip/Postal Code from the Bill To address on the invoice of the account you want to manage. Note: For Canadian customers, include the space. (E.g. If your postal code is A1A 1A1, enter A1A 1.) 2 3 Click Submit. 27

4 You will now see the linked account. Click Home to go back to your home page. Click the dropdown to select a single customer, or click Pay My Bills to see invoices for all linked customers. 5 5 28

6 When viewing invoices for all customers, you can now select to pay invoices for multiple accounts. 29

Update Name, Phone, Email and Credit Card Billing Address Click the Gear icon and Profile Settings. 1 30

Update your information. 2 NOTE 1: Billing Address is where your Credit Card statement is mailed. NOTE 2: Information you enter here does not update your ABILITY contact information. Click the Contact Us link below to have us change your contact information on file with ABILITY. NOTE 3: For Debit/Credit Cards issued to Canadian addresses, ensure you select Canada from the Country dropdown and enter the Zip in the A1A 1A1 format. 3 Check the box after reading and agreeing to the Terms of Service. Click Apply Changes. 4 31

Change Security Image and Questions 1 Click the Gear icon and Profile Settings. 32

2 Click SECURITY. 3 Update your information. 4 Check the box after reading and agreeing to the Terms of Service. Click Apply Changes. 5 33

Change Password 1 Click the Gear icon and Change Password. Answer your security questions. 2 Click Verify. 3 34

4 Enter your current password. 5 Enter your new password twice. 6 Click Change Password. 35