Adding or Editing a Payment Method

The Add or Edit Payment Methods screen is used to store payment methods within the application.  

Online payments can be made by either credit card or a checking account.  When establishing a payment method, the user must designate the payment method as either shared or personal.  

• A personal payment method is linked to the user ID and can only be viewed or used to make a payment by the person who set it up.

• A shared payment method is linked to an account.  All users who have access to this account can see the payment method and initiate payment.

• A personal payment method can be changed to shared but a shared payment method cannot be updated to a personal payment method. It must be deleted and then re-added as a shared payment method.
  

The Credit Cards section details the nick name, masked account number, expiration date, and type (personal or shared) of each available credit card-based payment method. Otherwise, the following message displays: There are currently no credit card payment methods.

The Checking Accounts section details the nick name, masked account number, bank, and type (shared) of each checking account-based payment method. Otherwise, the following message displays: There are currently no checking account payment methods.

Additional buttons and links enable you to:

• add a new payment method

• view and optionally modify details of a listed payment method

• delete a listed payment method

• convert a listed personal payment method to a shared payment method

Click the Payments tab, then Add or Edit Payment Methods.

Updating Credit Card Payment Methods

• Click the Add button at the bottom of the Credit Cards section to add a credit card-based payment method. Result: The Add Credit Card page displays. See Adding A Payment Method: Credit Cards

• Click the Edit link to view and optionally modify that payment method.
  Result: The Edit Credit Card page displays. See Modifying a Payment Method

• a. Click the Delete link to remove that payment method.
  Result: The Delete Credit Card page displays with the following message: Please verify that you want to delete the credit card account information.  

• b. Click Cancel to return to Add or Edit Payment Methods.
  OR
  Click Confirm.  
  Result: The following message displays: The credit card information has been deleted in the system.
  Note: If a recurring payment is scheduled, it must be removed first or the following message displays: The Payment Method "nickname" cannot be deleted at this time because it is in use by one or more Scheduled Payments.

Updating Checking Account Payment Methods

• Click the Add button at the bottom of the Checking Accounts list to add a checking account-based payment method. The Add Checking Account page displays. See Adding A Payment: Checking Accounts
   

• Click the Edit link to view and optionally modify that payment method. The Edit Checking Account page displays. See Modifying a Payment Method

• a. Click the Delete link to remove that payment method. The Verify Checking Account page displays with the following message: Please verify that you want to delete the checking account information.

• b. Click Cancel to return to Add or Edit Payment Methods screen.
  OR
  Click Verify.  
  Result: The following message displays: The checking account information has been deleted in the system.
  
  Note: If a recurring payment is scheduled, it must be removed first or the following message displays: The payment method cannot be deleted at this time because it is in use by one or more Scheduled Payments.

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 a client account 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.
    
     

Adding a Payment Method: Checking Accounts

To add a checking account-based payment method:

1. Click Add.

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

   • This name displays in the Select a Payment Method list on the Make a Payment and Create Recurring Payment pages, as well as on the various payment detail pages.

   • This field enables you to easily differentiate among several checking accounts.

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

3. Type the Bank Name.

4. Type the Routing Number. This is the nine-digit number bracketed by the  symbols.

5. Type the Account Number. This is the ten-digit number immediately preceding the  symbol.

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

7. If Personal was selected, click OK, then click Edit to make any final changes OR click Confirm.
   Result: The checking account has been added (end of procedure).
   OR
   IF Shared was selected, type one or more client 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

8. Click Cancel to cancel the payment.
   OR
   Click Next.  
   Result: The Account Selection page displays.
   
   
    

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

10. 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.

11. Select All or click on the individual accounts you want to add to the Shared Payment Method. Then click Cancel to return the Account Selection screen.
    OR
    Click Add.
    Result: The Accounts Selection re-displays.  
    
    
     

12. Click Add Additional Accounts to add more accounts to the Shared Payment Method (return to Step 9).
    OR
    Click Finalize.
    Result: The Verify Checking Account screen displays.

13. Click Edit under Client Name to go back to the Accounts Selection and to add or remove accounts to the shared payment method
    OR click Edit under Checking Account Information to go back to the Add Checking Account screen.
    OR
    Click Verify.  
    
    
    
    Result: The message The checking account information has been added displays.
    
    
    
    Note: Click Cancel at any time during this procedure to cancel the transaction and return to the previous screen.
     

Modifying a Payment Method

View and optionally modify the shared credit card or checking account payment method by clicking the edit link.
 

1. Identify the payment method in the corresponding Credit Cards or Checking Accounts section, then click the associated Edit link.
   Result: The Edit Credit Card or Checking Account Screen displays

2. Click Edit under Client Name to edit the Accounts associated with the shared payment method.  
   Result: The Accounts Selection page displays.  
   
   
    

3. Click Remove to remove an account from the shared payment method.
   OR
   Click Add Additional Accounts to update the accounts associated with the payment method.   Follow the process in Adding a Payment Method: Credit Card or Adding a Payment Method: Checking Accounts to search and select accounts.
   
   
   

4. Update Credit Card or Checking Account Information as needed.

5. Click Cancel.
   OR
   Click OK.
   Result:  The message  Please verify that you want to update the credit card/checking information displays.

6. Click Edit to make additional changes.
   OR
   Click Confirm to save your changes.
   Notes:

• A Personal Payment method can be changed to shared.

• To change a Shared Payment Method to personal you must delete and the external user must re add as personal.

Deleting a Payment Method

A payment method can only be deleted if there are no recurring payments or scheduled payments that reference it. Otherwise, you see the message: The payment method cannot be deleted at this time because it is in use by one or more scheduled payments.

Prior to deleting the payment method, delete any recurring or scheduled payments.

To delete a payment method:

1. Click the Delete link for the payment method you want to delete.
   Result: The Delete Credit Card or Delete Checking Account page displays.

2. Click:

   • Cancel to return to the Add or Edit Payment Method page.
     OR

   • Confirm to delete the selected credit card method.
     OR

   • Verify to delete the selected checking account information.
     Result: The following message displays: The credit card/checking account information has been deleted in the system.