Manage Auto Pay

You can enroll and unenroll customers from auto pay using the Billing Highlights section of the Billing tab.

Note:

The names of billing programs can vary by utility.

Enrolling a Customer in Auto Pay

To enroll a customer in auto pay:

  1. Access the Hub for the billing account you want to review and select the Billing tab.
  2. In the Billing Highlights section of the form, select the Enroll button next to the Customer is not on auto pay option. Note: If the customer is already enrolled, the Enroll button is replaced by the Update button.
  3. The system opens the Auto Pay Enrollment drawer.
  4. Optionally, select the Go to Account Auto Pay link to navigate to the Account Auto Pay page. To return to the Hub, use the browser's Back button.
  5. Complete the following fields and then select Save:
    • Auto Pay Source
    • External Account ID
    • Expires On
    • Auto Pay Method
    • Name
    • Maximum Withdrawal Amount
    • Start Date
    • End Date
    • Comments
  6. The system closes the drawer and the Billing Highlights section is updated with the new enrollment status.

Unenrolling a Customer from Auto Pay

To unenroll a customer from auto pay:

  1. Access the Hub for the billing account you want to review and select the Billing tab.
  2. In the Billing Highlights section of the form, select the Update button next to the Customer is on auto pay option. Note: If the customer is not enrolled, the Update button is replaced by the Enroll button.
  3. The system opens the Auto Pay Enrollment drawer.
  4. Specify an end date and then select Save.
  5. The system closes the drawer and the Billing Highlights section is updated with the new enrollment status.

Parent topic: Billing Highlights