Biller Management for Personal Customers
WHAT DOES THE SYSTEM WILL REQUIRED TO A MANAGED BILLER?
ONLY REQUIRES THE ZIP CODE
Can you edit or cancel process payments?
No, just pending payments
In the mobile app when setting up autopay, customer needs to add pay from account, amount and frequency. True or False.
False, customer cannot set up an autopay just edit a payment and needs to add pay from account, duration, amount, first delivery by, and frequency.
General Bill Reminders can be set up for Billers who are currently enabled for Auto Pay OR for eBills. True or False?
FALSE. If you are enrolled in Auto Pay OR for eBills, the only reminder options available will be for Auto Pay and eBill reminders. General reminders cannot be set up for AutoPay/ eBill enrolled Billers.
How to know if the biller/merchant offers the e-billing services?
Hyperlink found in the top right-hand corner of the screen when a customer is setting up payment.
Can the customer make changes in the ebill service if ebills has not been disable?
No, they need to disable it first to do any changes
If you have 2 or more eligible deposit accounts to pay from, you cannot schedule payments to different payees (Billers) from different Citizens accounts. True or False?
False. When the payment is submitted, the system will remember to default to the chosen Citizens account for the next time.
The autopay can best be modified in the app rather than in the online banking. True or false?
it is because Autopay cannot be managed in mobile bank app. Next scheduled payment can be cancelled or modified in the app.
Setting up General Bill Reminders
Editing Options for Reminders for Billers on AutoPay
Editing an Existing Reminder
Stopping an Existing Reminder
Will the bill pay history display the last 20 days of activity by default? T or F?
It is false, it will display the 30 last days
What does the cx needs to do if the company is not available in our Bill Pay Service Providers database?
They need to entered manually the company name, utilizing the payment guidance
For billers that must be paid by check, payments can be delivered in 1 biz day. True or False?
False, it takes 5 biz days for the bank to deliver the payment
Customers who only have one savings account eligible for the bill pay service do not have the ability to change this account as the system will default to their one account with Citizens. True or False?
False because autopay can be set up just with a checking account
If you don’t need to change the due date/frequency/amount, what option should you use in order to just update when the email reminders will be sent?
You may utilize the Manage Email Reminders link to update only when the email reminders will be sent.
If a biller does not participate in eBills with Checkfree, will the biller have access the eBills link?
As the biller doesn't participate in eBills with checkfree the system will not generate the eBills link