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Manage Payment Method Screen
- 03 Feb 2023
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Manage Payment Method Screen
- Updated on 03 Feb 2023
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The Manage Payment Methods screen is accessed from the Manage Payment Methods option in the Action Menu button. This screen allows you to establish methods for paying on their invoices. Payment methods established by the customer user will be shown in the list. When a payment method expires, it is removed from the list.
The screen elements for the Manage Payment Methods screen are described in the following table.
| Screen Element | Description |
|---|---|
| Back to Dashboard Button | Clicking this button leaves the screen returning the customer to the Dashboard. |
| Subscribe to Electronic Payments | This button allows you to subscribe to or unsubscribe from receiving electronic payment notifications as described below. |
| Create Payment Method Button | Clicking this button initiates the creation of a new payment method by displaying the Create Payment Method screen. |
| Payment Method Lista | This section provides a list of the payment methods that have been established directly in the Customer Portal by you or been established in the Aspire Desktop by the service contractor on behalf of the customer. Clicking the Create Payment Methods button allows additional payment methods to be added. |
| Payment Method | Icon and text describing the payment method. |
| Expires | Specifies the month after which the payment method is no longer active. |
| Expires Soon | Checked if the payment method expires in the current month or in the next month. |
| Active | Indicates whether the payment method is available. When a payment method reaches its expiration date, it becomes inactive. |
| Default | Indicates the default payment method that will be used when the service contractor bills the customer directly for services rendered. Only one of the available payment methods can be marked as the default. This is specified when creating a payment method. |
| Payment Method Optionsb Icon | If open issues are displayed, clicking on the Issue Options icon provides the following two
|
options:Subscribing / Unsubscribing to Email Notifications
Customers can subscribe or unsubscribe from receiving email notifications of electronic payment transactions from the Customer Portal. This is done from the Manage Payment Methods screen. In the top center of the payment method area, a new buttona has been added that can have one of two labels:
- If you are not currently subscribed to receive electronic receipts, the button is labeled, “Subscribe to Electronic Receipts”
- If you are currently subscribed to receive electronic receipts, the button is labeled, “Unsubscribe from Electronic Payments”
Clicking the button to subscribe displays the following message:
Clicking the button to unsubscribe displays the following message:
Create Payment Method Screen
The Create Payment Method screen allows the customer used to add new payment methods for paying the service contractor. This screen is displayed by clicking the Create Payment Method button on the Manage Payment Methods screen. The screen layout differs depending on the selection in the Payment Type field.
The screen elements for the View Issue screen are described in the following table.
| Screen Element | Description |
|---|---|
| Payment Type | Payment Type can be either a Credit Card or ACH/eCheck. Credit Card is used for both credit cards and debit cards. |
| Card Number | Required. Only displayed if the Payment Type is “Credit Card.” Allows you to enter the credit or debit card number. |
| 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. |
| Expiration Date Month | Required. Only displayed if the Payment Type is “Credit 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 “Credit Card.” Allows you to enter the year that the credit or debit card expires. |
| Default Payment Method Checkbox | 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 Checkbox | If this checkbox is marked, Aspire will use the address information from the billing contact for the property. If this checkbox is unchecked, then Aspire enables fields allowing you to enter the billing address to be used instead of that of the billing contact for the property. |
| Address Fields | Fields are only enabled if the Use Default Billing Checkbox 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. |
| Create Payment Button | Completes the creation of the payment method and returns the customer to the Manage Payment Method screen. |
| Cancel Button | Cancels the creation of the payment method and returns the customer to the Manage Payment Method screen. |
Reset Password Screen
The Reset Password screen allows the customer user to change their password for logging into the Customer Portal. This screen is display
ed by clicking the Reset Password option on the Manage Payment Methods screen. The user enters a password and reenters it for confirmation according to the rules displayed on the screen. Once a valid password and confirmation are entered, the Reset Password button will be enabled.
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