Manage BillerS

Billers are maintained in OBDX either manually using Biller Maintenance functionality or through a bulk file upload.

The online banking application enables users to maintain the billers towards whom utility payments are to be made frequently or on a regular basis. Manage biller functionality allows the users to modify and delete the details of the registered billers. Following details of the registered billers can be modified:

Nickname
Auto pay details: Change Bill Amount/ Limit Amount choice, Edit existing Bill Amount, Change Source of funds
Scheduled Bill Payment/ Recharge: Modify Payment Amount, Specific Date ( before the payment date)
Scheduled Bill Payment/ Recharge - Recurring: Modify Payment Amount, Start and End Dates, Payment Frequency

Prerequisites:

Transaction access is provided to the retail user
Billers are maintained in host system
Admin Biller Maintenance is done

Features supported in the application

• Edit Biller
Delete Biller

Workflow

You are here How to reach here:

Dashboard > Toggle Menu > Bill Payments > Manage Billers
OR
Dashboard > Toggle Menu > Bill Payments > Bills > Manage Billers

To manage billers:

Field Description

Field Name	Description
Select Biller	The user has to select a biller for bill payments.
Category	The category of the registered biller.
Location	Location of the biller as maintained in the administrator biller maintenance.
Biller Name	Name of the biller as maintained in the administrator biller maintenance.
Biller Type	On selecting the biller, the biller type is displayed. The biller type can be: Presentment: Biller is of Presentment type Payment: Biller is of Payment type Presentment and Payment: Biller is of Presentment and Payment type Recharge: Biller is of Recharge type
Biller Nickname	Nickname of the biller.
Biller Labels	Biller labels as maintained by the bank administrator, for which user has entered the data are displayed. Only biller labels that are defined as mandatory in the administrator biller maintenance requires customers to enter the appropriate values.
Customer Name	Customer name as maintained in biller records (entered by user while adding the biller).
Following fields appears for Presentment type of billers.
Auto Pay	The facility to automatic pay the bills on the specified date. The options are: Yes No This feature is available for “Payment Type” and “presentment and Payment” type billers only. In case of “Presentment and Payment” type billers either Auto Pay or Scheduled Pay feature will be available.
Note	The text displaying payment methods accepted by the biller appears on the screen. The text is maintained for biller in the administrator biller maintenance. This field appears if you select Yes option in the Auto Pay field.
Payment Method	The payment methods accepted by the biller. The payment type can be: Account: The user can pay bills using their current and savings bank account Credit Card: The user can pay bills using their credit cards; user has to select the month and year of expiry. Debit Card: The user can pay bills using their debit cards. This field appears if you select Yes option in the Auto Pay field.
Pay From	Depending on payment method selection, the values in the drop-down have active current accounts, savings account/ debit cards/ credit cards of the customer. This field appears if you select Yes option in the Auto Pay field.
Pay	Indicates the current selection for bill pay amount. The options are: Bill Amount: Whether the user want to pay full bill amount. Limit Amount: Whether the user want to pay the limit amount. .This field appears if you select Yes option in the Auto Pay field.
Following fields appears for Presentment and Payment type of billers. For Presentment and Payment type of billers user can setup either a Scheduled Pay or Auto Pay. Both can not be set up at the same time.
Auto Pay	The facility to automatic pay the bills on the specified date. The options are: Yes – If Auto Pay is set up for a biller, this flag will be maintained as yes. User can stop/cancel the ongoing autopay by changing this flag to No No – Indicates that auto pay has not been set up for the biller
Note	The text displaying payment methods accepted by the biller appears on the screen. The text is maintained for biller in the administrator biller maintenance. This field appears if you select Yes option in the Auto Pay field.
Payment Method	The payment methods accepted by the biller. The payment type can be: Account: The user can pay bills using their current and savings bank account Credit Card: The user can pay bills using their credit cards; user has to select the month and year of expiry. Debit Card: The user can pay bills using their debit cards. This field appears if you select Yes option in the Auto Pay field.
Pay From	Depending on payment method selection, the values in the drop-down have active current accounts, savings account/ debit cards/ credit cards of the customer. This field appears if you select Yes option in the Auto Pay field.
Pay	Indicates the current selection for bill pay amount. The options are: Bill Amount: Whether the user want to pay full bill amount. Limit Amount: Whether the user want to pay the limit amount. This field appears if you select Yes option in the Auto Pay field.
The Scheduled Pay section is enabled if you select, No option in the Auto Pay field.
Scheduled Pay	The facility to specify if the bill payment is scheduled or not. The options are: Yes: If Scheduled Pay is set up for a biller, this flag will be maintained as yes. User can stop/cancel the ongoing scheduled pay by changing this flag to No No: Indicates that scheduled pay has not been set up for the biller In case of Presentment &Payment type billers either Auto Pay or Scheduled Pay feature will be available.
Note	The text displaying payment methods accepted by the biller appears on the screen. The text is maintained for biller in the administrator biller maintenance. This field appears if you select Yes option in the Schedule Pay field.
Payment Method	The payment methods accepted by the biller. The payment type can be: Account: The user can pay bills using their current and savings bank account Credit Card: The user can pay bills using their credit cards; user has to select the month and year of expiry. Debit Card: The user can pay bills using their debit cards. This field appears if you select Yes option in the Schedule Pay field.
Pay From	Depending on payment method selection, the values in the drop-down have active current accounts, savings account/ debit cards/ credit cards of the customer. This field appears if you select Yes option in the Schedule Pay field.
Amount	The amount that is to be paid by the user.
Scheduled Date	Future date on which the bill payment will be processed. This field appears if you select Yes option in the Schedule Pay field.
Following fields appears for Payment and Recharge type of billers.
Scheduled Pay	The facility to specify if the bill payment is scheduled or not. The options are: Yes: Bill payment to be processed on a user specified future date No: Bill payment processed on same business day subject to processing window availability.
Note	The text displaying payment methods accepted by the biller appears on the screen. The text is maintained for biller in the administrator biller maintenance. This field appears if you select Yes option in the Schedule Pay field.
Payment Method	The payment methods accepted by the biller. The payment type can be: Account: The user can pay bills using their current and savings bank account Credit Card: The user can pay bills using their credit cards; user has to select the month and year of expiry. Debit Card: The user can pay bills using their debit cards. This field appears if you select Yes option in the Schedule Pay field.
Pay From	Depending on payment method selection, the values in the drop-down have active current accounts, savings account/ debit cards/ credit cards of the customer. This field appears if you select Yes option in the Schedule Pay field.
Select Plan	Option to select a plan. This field appears for Recharge type of biller.
Amount	The amount that is to be paid by the user.
Payment Type	The facility to specify when the bill payment will be processed. The options are: One Time: Bill payment to be processed on a user specified future date. Recurring: Bill payment to be processed on user specified future date and at a set frequency.
Scheduled Date	Future date on which the bill payment will be processed. This field appears if you select the option One Time in the Payment Type field.
Start Date - End Date	The user can select future start date and end date. This field appears if you select the option Recurring in the Payment Type field.
Select Frequency	The user can set up the frequency for future bill payments. The user can select Start Date, End Date and frequency of payments. The frequency can be: Daily Weekly Fortnightly Monthly Bi-Monthly Quarterly Semi-Annually Yearly This field appears if you select the option Recurring in the Payment Type field.

From the Select Biller list, select the appropriate Biller.
In the Biller Nickname field, modify the biller nickname if required.
If you have selected the Presentment type of biller from the Select Biller list:
From the Auto Pay list, select the appropriate option;
Select option Yes to set up auto payment.
OR
Select the option No, if you do not want to set the auto payment and go to step 6 to continue to manage billers.
From the Pay From list, select the source account to be debited.
In the Pay field, you can enter the entire bill amount in the Bill Amount field, or enter the limit amount in the Limit Amount field.
If you have selected the Payment and Presentment type of biller from the Select Biller list:
If you want to set up Auto Payment:
From the Auto Pay list, select the Yes option.
From the Pay From list, select the source account/ debit card / credit card to be debited.
In the Pay field, you can enter the entire bill amount in the Bill Amount field, or enter the limit amount in the Limit Amount field.
OR
If you want to set up Schedule Payment:
From the Schedule Pay list, select the Yes option.
From the Pay From list, select the source account to be debited.
In the Amount field, enter the bill amount.
In the Payment Type field, select the appropriate option:
If you select One Time option, select the future date from the Scheduled Date list.
If you select Recurring option, select the future start date, end date and frequency of recurrence.
If you have selected the Payment or Recharge type of biller from the Select Biller list.
From the Schedule Pay list, select the appropriate option;
Select option Yes to set up schedule payment.
OR
Select the option No, if you do not want to set the schedule payment and go to step 6 to continue to manage billers.
From the Pay From list, select the source account to be debited.
In the Amount field, enter the bill amount.
OR
From the Select Plan list, select the plan suitable to you.
The Recharge Amount field is populated depending on the selected plan.
In the Payment Type field, select the appropriate option:
If you select One Time option, select the future date from the Scheduled Date list.
If you select Recurring option, select the future start date, end date and frequency of recurrence.
Click Submit.
OR
Click Delete to delete the biller maintenance.
OR
Click Cancel to cancel the transaction.
The Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click Back to navigate to the previous page.
The success message appears along with the biller details.
Click Pay Bills to pay the bills.
OR
Click View Bills to view the bills.
OR
Click Add More Biller to add the billers.
OR
Click Go to Dashboard, to navigate to the dashboard.

Manage Billers - Delete

Using this option, you can delete the registered biller.

To delete a biller:

Navigate to the Manage Billers screen.
OR
In the Bills screen Click option against a specific Biller which you want to delete, and then click Delete Biller
From the Select Biller list, select the appropriate Biller.
Click Delete. The Delete Biller pop up window appears with a warning message prompting the user to confirm the deletion.

Click Yes to proceed with the deletion request.
OR
Click No to cancel the deletion process.
The screen confirming biller deletion appears.
Click Go to Dashboard to navigate to the dashboard.
OR
Click More Payment Options to access other payment options.

FAQs

Can I delete billers that I no longer need to make payments to?

When can I make the payment to newly added biller?

If I delete or edit a biller, what will happen to the in-flight transactions?

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