Customer Portal - Manage Auto Pay

• The account must be in an Active status. 
  
•  The Manage Auto Pay option is available only for the following Customer Portal Home Pages, which are defined in the Account Class:
  
  • Standard
  • AR Only
  • Mail Back
  • Service Map and Requests
  • MRF/Recycling
  • Calendar View
  • Brokered Account

To learn more about how to set up the customer portal with the correct Home Page so that the Manage Auto Pay is displayed in the customer portal, see Customer Portal Views.

1. Select 'Manage Auto Pay'  from the Customer Portal home screen to open the Manage Automatic Payments window. 
2. Select an option from the 'Enable Automatic Payments' drop down:
   
   • Scheduled Day -  Auto-pay will be processed on a specific day each month identified by the customer.  
     
   • At Billing - Auto-pay will be processed at the same time as billing.
     
3. Select an existing option from the Wallet drop down
   To add a new form of payment, select Add Wallet. See instructions below.
   
4. If Scheduled Day was selected from the 'Enable Automatic Payments' drop down, enter the Day of Month auto-pay should process.
5. Optional, enter a Maximum Payment Amount that can be processed using auto-pay. 
   Note: This option must be configured during set up for it to display as shown here:
6. Click 'Save'.

1. Click the 'Add Wallet' button from the Manage Automatic Payments screen. This will open the 'Add Wallet' popup.
   
2. Select the payment Type: Bank Account or Credit Card.
3. Enter the Name of the bank account or credit card holder.
4. Select the "Accept Payment Terms and Conditions" hyperlink to review the terms and conditions. Check the associated box to acknowledge and accept.
5. Click 'Save' to add the payment method to Wallet.