Automatic Payments

The Automatic Payments screen lists the user's automatic payments that were previously set up.  If no automatic payment is set up, the user can Add an automatic payment from this screen.  The user can also View, Edit or Delete existing Automatic Payments from this screen (only for Automatic Payment Instructions set-up by this user).  If there are multiple users on a single account/policy, only one Automatic Payment Instruction can be set-up per account/policy.

Automatic Payments can ONLY be setup with "Bank Account" payment instruments.    Credit Cards are not accepted for Automatic Payments.

Add an Automatic Payment:   New automatic payment instructions will not pay statements already listed on the Pay Bills screen. You will need to pay any current bills using a One Time Payment.  Once you Add a new Automatic Payment instruction, statements will be paid when the next new statement is available.

1)Click on the Add link for the account you would like to add the Automatic Payment Instruction.

2)The Account Number will automatically fill in and is not editable.

3)The "Pay when" radio button is automatically selected:  the payment is due. 

4)Click on the Payment Account field to select a Payment Account.  (Only Bank Accounts are allowed for Automatic Payment Instructions)

5)Click on the CANCEL button if you would like to cancel the Automatic Payment Instruction and return to the Accounts screen.

6)Click the ADD button to add your Automatic Payment Instruction.

a)Read the Attention message and click on the OK button.

Edit an Automatic Payment:   Changes to the automatic payment instructions will only affect payments made for future bills. To update any scheduled payments, you must cancel the payment and enter a new One Time Payment.  Note: Changes to Automatic Payment Instruction will not change any already-scheduled payments.

1)Click on the Edit  link for the account/automatic payment instruction you would like to Edit.  (Only the user that set up the Automatic Payment, can edit it.)

2)The Account Number will automatically fill in and is not editable.

3)The "Pay when" radio button is automatically selected:  the payment is due. 

4)Click on the Payment Account field to select a Payment Account.  (Only Bank Accounts are allowed for Automatic Payment Instructions)

5)Click on the CANCEL button if you would like to cancel your changes and return to the Accounts screen.

6) Click the  Save button to save your changes.

a) Read the Attention message and click on the CLOSE button. 

Delete an Automatic Payment:

1)Click on the Delete link for the account you would like to delete the Automatic Payment Instruction.  (Only the user that set up the Automatic Payment, can delete it.)  Note: Deleting an Automatic Payment Instruction will not affect payments already scheduled.

a)Click on the YES button to confirm the deletion of the Automatic Payment Instruction.

b)Click on the NO button to cancel and keep the current Automatic Payment Instruction.

View an Automatic Payment:

1)Click on the View link for the account you would like to view the Automatic Payment Instruction.  If you have a View link, this means either you or another enrolled user for this account/policy has scheduled an Automatic Payment Instruction.  You cannot make changes to an Automatic Payment Instruction that another user created.

a)Click on the CANCEL button to return to the Accounts screen.