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My Bills- How to set up and manage My Payment Accounts



The My Payment Accounts screen in My Bills is used to manage the bank accounts and/or credit cards that you use to pay open invoices.  From this screen you can add, modify, or remove a payment account. 


How do I add a Payment Account?


How do I make changes to my Payment Accounts (including the expiration date for my credit card)?

How do I remove a Payment Account?

Can I use My Payment Account to add postage?

Can a Debit Card be used on My Payment Accounts?

What should I do if I receive the message "Invalid Routing Number?"

 

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How do I add a Payment Account?

 

STEP ACTION
1

Go to View and Pay Bills
 

2

Go to My Payment Accounts


3

Click on Add Payment Account

4

Select payment account type (Bank Account or Credit Card -Based on your selection, the appropriate data capture fields will present)
 

Bank Account

  • Payment account nickname (a friendly name so that you can easily determine which account this is)
  • Name on account
  • Account number
  • Bank name
  • Bank account type (checking, savings)
  • Bank account use (business, personal)
  • Routing number
     

Credit Card

  • Payment account nickname
  • Name on the credit card
  • Credit card number
  • Billing address
  • Issuing bank
  • Card type
  • Expiration date
5

Enter your My Account User Name to confirm that you have read and agree to the terms and conditions

6  Click Save

 
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How do I make changes to my Payment Accounts (including the expiration date for my credit card)?

 

STEP ACTION
1

Click on View and Pay Bills
 

2

Go to My Payment Accounts


3

Select the Payment Account Nickname of the account you want to update
 

4

Make the necessary changes

5 Enter your My Account User Name to confirm the changes
6 Click Save

 
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How do I remove a Payment Account?
 

Payment Accounts can not be removed if there are payments pending against that account.  Be sure to check My Payments and cancel pending payments prior to removing a Payment Account.

 

STEP ACTION
1

Click on View and Pay Bills

2

Go to My Payment Accounts


3

Check the box of of the payment account you wish to remove
 

4

Select Remove




NOTE: An email confirmation will be sent to the email address used when the account was initially registered notifying you that the Payment Account has been removed


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Can I use My Payment Account to add postage?


My Bills is not a postage management solution.  Bank accounts or credit cards registered as Payment Accounts are to pay invoices through My Bills.   For postage management solutions, please visit www.postagebyphone.com


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Can a Debit Card be used on My Payment Accounts?


Both Rental and Leasing invoices may be paid by a debit card, unless your debit card requires a personal identification number (PIN). Many debit cards work like a credit card so the information can be entered the way you would with a credit card when you click Add Payment Account.


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What should I do if I receive the message "Invalid Routing Number?"
 

Routing numbers are 9 digits long are located to the lower left hand corner of your check or check register. If you receive the message 'Invalid Routing Number' this means that we were not able to verify the authenticity of that number but it does not mean that the routing number is invalid. You will be prompted to verify that the routing number is correct. Click Confirm and the routing number will be accepted.


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Document ID: FA2197
Date Published: 08/19/2009

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