Auto Pay - Customer Portal View

Pathway: Customer Portal > Manage Auto Pay

Setup Requirements/Logic

1. The account must be in an Active status.
   
2. The Manage Auto Pay option only displays for the following Customer Portal Home Pages:
   • Standard
   • AR Only
   • Mail Back
   • Service Map and Requests
   • MRF/Recycling
   • Calendar View
   • Brokered Account

Manage Auto Pay

From the Manage Auto Pay tool in the customer portal, customers can manage the payment method for their account.

1. Click on Manage Auto Pay and the Manage Auto Pay popup editor will display.
2. Select the Enable Auto Paydrop down and select from the following options:
   • No - If selected, auto pay will not be enabled for the customer's account.
   • At Billing - If selected, auto pay will process payments when the account is billed.
   • Scheduled Day - If selected, auto pay will process payment for the account on the day of the month the customer has entered.
     • If selected, Day of Month field displays. The customer should enter the day of the month they would like their payment processed.
3. Select a Payment Accountfrom the drop down.
   • If no payment account is available, or a new payment account should be used, select 'Add Payment Account'.
4. Click Save. 

Add Payment Method

Add a bank account or credit card to use for automatic payment processing.

1. Select Add Payment Method from the Manage Automatic Payments editor.
2. Select the Type of payment method. Options include:
   • Credit Card
   • Bank Account
3. Complete all required payment fields for the selected payment option.
4. Click Save.