Account Vault
The first step to getting to this screen
Top Bar Menu
Tenders used to process these payments
Bank Accounts info or Credit Cards
Email address
Mailing Address
The amount of verification needed to authenticate
At least 3 fields
The kind of information held here
Credit Card, Bank Account Info, etc.
Info needed to add a bank account
- Routing/ABA #
- Account Number
- Billing Info
- Account Type
E-Bill is short for
Electronic Bill
Mail to P.O. Boxes?
Yes
Two things that can be done here
- Change the member's billing preference
- Update billing account information
The three or four digit number on the front or back of credit cards
What is a CVV
How to change E-Bill email address
Policy Dashboard
The tab you would use to create a new account
EZPAY (Automated Billing)
Limit to EZPAY accounts?
You can have as many as you want, but only one ACTIVE account will be used.
Second way to access the Account Vault
Through Billing Details screen