Adding a Payment Method: Credit Card

To add a credit card payment method:

1. Click Add.
   Result: The Add Credit Card screen displays.

2. Type a unique nick name for your payment method.  
   Notes:

• The nick name then displays on the Make a Payment and Recurring Payments pages, as well as on the various payment detail pages.

• The nick name enables you to easily differentiate among several credit cards of the same brand, for example the Visa card issued by your bank vs. the Visa card issued by your preferred airline.

• This nick name must be unique by user ID and cannot be used more than once by the user establishing the payment method.

3. Select the Credit Card Type from the drop-down box: Visa, Master Card, American Express, Discover.

4. Type the credit card account number (type the number without any spaces).

5. Type the credit card expiration date (use mm/yy format), or use the calendar tool.

6. Type the card holder's name and address.

7. Select the Type: Personal (default) or Shared.

8. If Personal was selected, click OK, then click Edit to make any final changes OR click Confirm.  
   Result: The credit card has been added (end of procedure).
   OR
   If Shared was selected, type one or more email addresses.
   Note: This field defaults to the email address in your user profile. Use commas to separate each email address.
   Example:  cjrunn@eipp.com,ap_dept@eipp.com

9. Click Cancel to return to the Add or Edit Payment Methods screen.
   OR
   Click Next.
   Result: The Account Selection page displays.
   
   
    

10. Click Add Additional Accounts to display the Account Selection page, then click OK to display the Add Account page.
    
    
     

11. If you have multiple accounts linked to your User ID, click OK.
    OR
    Search for the client number, then click OK.  
    Result: The Add Account Search Result displays.
    
    
     

12. Select All or click on the individual accounts you want to add to the Shared Payment Method.
    
    
     

13. Click Add.
    Result: The Accounts Selection screen re-displays.  
    
    
     

14. Click Add Additional Accounts to add more accounts for this client to the Shared Payment Method (return to Step 10) and repeat until all of the client associated accounts have been added.  

15. Click Finalize.
    Result: The Verify Credit Card screen displays.
    
    
     

16. Click Edit under Client Name to go back to the Accounts Selection and add additional accounts to the shared payment method.
    OR
    Click Edit under Credit Card Information to go back to the Add Credit Card screen.
    OR
    Click Confirm.  
    Result: The message The credit card information has been added displays.  
    
    
    
    
    Note: Click Cancel at any time during this procedure to cancel the transaction and return to the previous screen.