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Manage Payments Screen
- 16 Jul 2024
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Manage Payments Screen
- Updated on 16 Jul 2024
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Access the Manage Payments screen by selecting Manage Payments from the User icon menu in the top navigation bar. This screen allows the customer to establish methods to pay their invoices. Payment methods established by the customer will be shown in the list. When a payment method expires, it is removed from the list.
The Manage Payments screen elements are described in the following table.
| Screen Element | Description |
|---|---|
| Add Payment Method Button | Selecting this button initiates the creation of a new payment method by displaying the Add Payment Method screen. |
| Payment Method List | This section provides a list of the payment methods established directly in the Customer Portal by you or those established in the Aspire Desktop by the service contractor on behalf of the customer. Selecting the Add Payment Methods button allows the customer to add additional payment methods. |
| Payment Method | Text describing the payment method. |
| Expires | Specifies the month after which the payment method is no longer active. |
| Default | A status bar indicating that the payment method is the default method used when the service contractor bills the customer directly for services rendered. Only one card and ACH transfer can be marked as the default. This is specified when creating a payment method. |
| Payment Method Options Icon | Select the Pencil icon to edit the payment method information, including billing name, address, or default settings. Select the X icon to delete the corresponding payment method. This action displays a confirmation dialog. If confirmed, the payment method is deleted. |
| Email receipts enabled | Toggle Email receipts enabled to subscribe or unsubscribe from receiving email notifications of electronic payment transactions from the Customer Portal. Once enabled, the customer will receive an email notification confirming the email subscription. |
Add Payment Method Screen
The Add Payment Method screen allows the customer user to add new payment methods for paying the service contractor. This screen is displayed by clicking the Add Payment Method button on the Payment Methods screen. The screen layout differs depending on the selection in the Payment Method field.
The Add Payment Method screen elements are described in the following table.
| Screen Element | Description |
|---|---|
| Payment Method | Payment Type can be either a Credit Card or ACH/eCheck. Credit Card is used for both credit cards and debit cards. |
| Card Information | Required. Only displayed if the Payment Type is “Card.” Allows you to enter the credit or debit card information. |
| CVV | Required. Displayed only if the Payment Type is “Card.” Enter the card verification value (CVV) found on the back of the credit or debit card. |
| Expiration Date Month | Required. Only displayed if the Payment Type is “Card.” Allows you to enter the month that the credit or debit card expires. |
| Expiration Date Year | Required. Only displayed if the Payment Type is “Card.” Allows you to enter the year that the credit or debit card expires. |
| Routing/Account Number | Required. Only displayed if the Payment Type is “ACH/eCheck.” Allows the customer to enter the bank routing number and bank account number that will be debited for payment. The routing number and account number must be separated by a slash (“/”) character. |
| Save Payment Method | Select this checkbox to save the payment method for your account. Once saved, this information is accessible through the Manage Payments Screen. |
| Default Payment Method Check Box | Specifies that the currently displayed payment method should be the default payment method. There can be only one default method. When creating a new payment method, if there is not an existing default method for the contact, this field defaults to be checked when the screen is displayed. You can change it as appropriate. If checked when the screen is saved, the displayed payment method becomes the default method for the customer. |
| Use Default Billing Address Check Box | If this checkbox is marked, Aspire will use the name and address information of the contact logged into the portal. If this checkbox is unchecked, then Aspire enables fields to enter another billing address. |
| Address Fields | Fields are only enabled if the Use Default Billing Adress check box is NOT checked. Once the customer has saved the payment method, the Customer Portal does not provide a way for them to edit the billing address. They will have to delete and recreate the payment method or call and ask their vendor to fix it. |
| Save Payment Button | Completes the creation of the payment method and returns the customer to the Manage Payments screen. |
| Cancel Button | Cancels the creation of the payment method and returns the customer to the Manage Payments screen. |
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