Setting Up Electronic Payment Options

Exclude Invoice Dates Before

Enter a date to show eBill users only invoices with an invoice date greater than or equal to the specified date.

Excluded invoices are not included in customer balances.

Exclude Payment Dates Before

Enter a date to show eBill users only payments with a payment date greater than or equal to the specified date.

Exclude Message Dates Before

Enter a date to show users only messages with a message date greater than or equal to the specified date.

Rate Type

Enter the rate type used to convert invoice balances into the customer’s default currency or the user’s preferred currency.

Allow Change of Payment Method

Select this check box to allow the selection of direct debit invoices on the Invoice Balances Page (LFF) and Balance Detail Page, and change the payment method while making the payment.

Days Before Invoice Due

Select to enable alerts that invoices are due in a specified number of days.

Missed Invoice Due Date

Select to enable alerts for late payments.

New Statement Available

Select to enable alerts that new statements are available.

Payment Processed

Select to enable alerts that payments have been successfully processed.

Default Delivery Method

Select from these options:

• Email - Users receive one email containing an alert for each event or transaction.

• Push Notification - This is the default setting. Users receive one alert for each event or transaction.

Display Call Option

Select to display the Call option on the Contact Us page. This option is deselected by default.

Enter the phone number including an international prefix, phone number, and extension, if applicable.

Message

If Display Call Option is enabled, the eBill Payment user sees a message above the phone number on the Call page, which is accessed through the Contact Us tile. The sample message shown is delivered in the message catalog entry indicated and may be modified as desired.

Direct Debit Payments accepted

Select this check box to enable direct debits as a payment method in the Payment Cart in eBill Payment.

Instructions

Displays the setup instructions for the direct debit payment method, subsequent to enabling it as a self-service payment option. You can modify the message catalog entry (6200, 152) to customize the direct debit setup instructions.

Credit Card Payments accepted

Select this check box to enable credit cards as a payment method in the Payment Cart in eBill Payment.

Instructions

Displays the setup instructions for the credit card payment method, subsequent to enabling it as a self-service payment option. You can modify the message catalog entry (6200, 153) to customize the credit card setup instructions.

eCheck Payments accepted

Select this check box to enable electronic check as a payment method in the Payment Cart in eBill Payment.

Processor Name

Specify the defined name of the electronic check processor. This field is required when you select the electronic check payment method.

Settlement Method

Displays Automated Clearing House to indicate that U.S. transactions are deposited using the Automated Clearing House (ACH) Network.

Authentication Method

Displays PIN (personal identification number). Processing for electronic checks may require a 6-digit value if enabled in the contact profile, to identify the user who initiates an electronic check transaction.

See the fields and control definitions on the Contact Information - Maintain Contacts Page.

ACH Class

Displays WEB (web-initiated entry) to indicate that electronic authorization occurs through National ACH. See http://www.nationalach.com.

PIN for eCheck

Select Mandatory or Optional. The system determines PIN requirements for payments by electronic check using this field and the PIN entered on the Maintain Contacts page as follows:

• Mandatory - A PIN must be designated on the Maintain Contacts page. Self-service users must enter the matching PIN correctly in the Payment Cart to proceed with the electronic check payment.

• Optional - When a PIN exists on the Maintain Contacts page, the user must enter this PIN in the Payment Cart to proceed with the electronic check payment. When no PIN value exists on the Maintain Contact page, the system hides the PIN field in the Payment Cart and bypasses the validation.

Terms and Conditions

Enter the payment terms and conditions for electronic check payments. Modify the message catalog entry (6200, 127) to display custom terms and conditions for payments by electronic check on the self-service Make Payment page in eBill Payment.

PayPal Payments accepted

Select this check box to enable PayPal as a payment method in the Payment Cart in eBill Payment.

Processor Name

Specify the defined name of the PayPal processor. This field is required when the PayPal payment method is selected.

Instructions

Displays the setup instructions for the PayPal payment method, subsequent to enabling it as a self-service payment option. Modify the message catalog entry (6200, 160) to customize the PayPal setup instructions.