Quick Start Guide to Zoomit with ING Home Bank

Transcription

1 Quick Start Guide to Zoomit with ING Home Bank 1

2 Contents 1. What is Zoomit? 3 2. How can I view documents via ING Home Bank? Starting off It is your ING Home Bank account and you are the holder of the provided document It is your ING Home Bank account and you are not the holder of the provided document The document holder has agreed to allow all persons who have authority over this account to be able to view these documents (see Section 2.2) The document holder has not agreed to allow all persons who have authority over this account to also be able to view these documents (see Section 2.2) The document holder has not agreed to receive the documents via Zoomit (see Section 2.2) and the document is confidential (see Section 1) The document holder has not agreed to receive the documents via Zoomit (see Section 2.2) and the document is not confidential or is a business document (see Section 1) How can I pay my Zoomit bills and invoices easily via ING Home Bank? 31 2

3 1. What is Zoomit? Zoomit is a product of Isabel NV, a company that was established in 1994 by the major Belgian banks. Isabel NV has more than 10 years of experience in securing electronic transactions in the professional sector. More than 25 Belgian and international banks are associated with Isabel NV. Visit the Isabel BV website at or the Zoomit website at Zoomit displays a wide variety of documents, such as bills and invoices, credit notes, direct debit notifications and payslips, in digital form via ING Home Bank, so they no longer have to be sent by post. This is safer, faster, more secure, and kinder to the environment. It also ensures that these documents do not get lost or forgotten. Each document is assigned one of three statuses by the document supplier: - Confidential document (such as a payslip) - Non-confidential document (such as an electricity or water bill, etc.) - Business document (for documents exchanged by parties in a business relationship). The Zoomit icon can have four different colours: - Purple : click to view a list of documents for the account concerned. - Red : bill or invoice not yet paid. - Orange : document not yet read. - Green : document already processed (old document). The documents that you can view via ING Home Bank and Zoomit cannot be viewed by the bank or by Isabel NV. Only the user and the party that provides the document can view the document. 3

4 2. How can I view documents via ING Home Bank? 2.1. Starting off Open ING Home Bank in the usual manner. Option 1: You see a purple Zoomit icon next to your ING Current Account(s), ING Green Account(s), or ING Lion Account(s). Click the Zoomit icon to display a window with an overview of the documents linked to the ING Current Account, ING Green Account, or ING Lion Account. 4

5 You will see an overview of all documents available for this account. You can view documents for another account by selecting the account number and clicking Go. 5

6 You can sort these documents by any column (5/6). Click the Zoomit icon next to the document you want to view. The Zoomit icon can have three different colours here: - Red : bill or invoice not yet paid. - Orange : document not yet read. - Green : document already processed (old document). Go to 2.2. if you are the owner of the document or to 2.3. if you are NOT the owner of the document. 6

7 Option 2: Click Zoomit in the Services menu. Select an account number and click Go. You will see an overview of all documents available for this account. You can view documents for another account by selecting the account number and clicking Go. 7

8 You can sort these documents by any column (5/6). Click the Zoomit icon next to the document you want to view. The Zoomit icon can have three different colours here: - Red : bill or invoice not yet paid. - Orange : document not yet read. - Green : document already processed (old document). Go to 2.2. if you are the owner of the document or to 2.3. if you are NOT the owner of the document. 8

9 It is your ING Home Bank account and you are the holder of 2.2. the provided document. Click the Zoomit icon next to the document you want to view. The Zoomit icon can have three different colours here: - Red : bill or invoice not yet paid. - Orange : document not yet read. - Green : document already processed (old document). The first time you do this, a registration screen will appear in a new window with information about the recipient, third-party access, and the Conditions of Use for Zoomit users. 9

10 This new window is opened in your browser in a secure environment with the Zoomit logo. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: The registration form must be completed once for each new sender, each client number and each type of document. Tick the option I agree to receive my documents in Zoomit according to the terms of use mentioned below. Then select either Yes to allow all persons having authority over this account to view these documents, or No to prevent these persons from viewing these documents. Next, select how often you want to receive notifications: for every new document, once a week, or never. If you wish to receive notifications, enter your address. Click Confirm to confirm your agreement. From now own, you can view your electronic documents via ING Home Bank whenever you wish. 10

11 A new window in a secure environment with the Zoomit logo will be opened for this purpose in your browser. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: Your electronic documents look the same as their paper counterparts. Full contact data is shown at the top of the screen, in case you have any questions about the content of the document. You can also save or print these documents. Note: you must have a PDF reader to view the documents via ING Home Bank. If necessary, download the Adobe Acrobat Reader program free of charge. 11

12 To modify third-party access: Click a red, green or orange Zoomit icon. A new window is displayed with the document corresponding to the Zoomit icon that you clicked. This new window is opened in your browser in a secure environment with the Zoomit logo. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: 12

13 In the menu on the left, click Overview under My senders. Click Details next to the sender or document type for which you wish to modify thirdparty access. 13

14 Click Modify (at the bottom right). Click Yes or No under Third party access Click Confirm. To change your address or the frequency of notifications: Click a red, green or orange Zoomit icon. 14

15 A new window is displayed with the document corresponding to the Zoomit icon that you clicked. This new window is opened in your browser in a secure environment with the Zoomit logo. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: Click My profile in the menu on the left. 15

16 Click Modify. 16

17 Change your address, notification frequency, and/or language. 17

18 Click Modify. It is your ING Home Bank account and you are not the 2.3. holder of the provided document The document holder has agreed to allow all persons who have authority over this account to be able to view these documents (see Section 2.2). You can view the documents via ING Home Bank and Zoomit. To do so, click the Zoomit icon next to the document that you want to view. The Zoomit icon can have three different colours here: - Red : bill or invoice not yet paid. - Orange : document not yet read. - Green : document already processed (old document). 18

19 A new window in a secure environment with the Zoomit logo will be opened for this purpose in your browser. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: Your electronic documents look the same as their paper counterparts. Full contact data is shown at the top of the screen, in case you have any questions about the content of the document. 19

20 You can also save or print these documents. Note: You need a PDF reader in order to read these documents via ING Home Bank. If necessary, download the Adobe Acrobat Reader program The document holder has not agreed to allow all persons who have authority over this account to also be able to view these documents (see Section 2.2). You cannot view the documents if the document holder has not agreed to allow this The document holder has not agreed to receive the documents via Zoomit (see Section 2.2) and the document is confidential (see Section 1). You cannot view the documents if the document holder has not agreed to allow this. The document holder can only agree to this via his or her own ING Home Bank account. Consequently, confidential documents can only be viewed via ING Home Bank if the document holder also has an ING Home Bank account. 20

21 The document holder has not agreed to receive the documents via Zoomit (see Section 2.2) and the document is not confidential or is a business document (see Section 1). Click the Zoomit icon next to the document you want to view. The Zoomit icon can have three different colours here: - Red : bill or invoice not yet paid. - Orange : document not yet read. - Green : document already processed (old document) The first time you do this, a registration screen will appear in a new window with information about the recipient, third-party access, and the Conditions of Use for Zoomit users. This new window is opened in your browser in a secure environment with the Zoomit logo. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: 21

22 The registration form must be completed once for each new sender, each client number and each type of document. Tick the option I agree to receive my documents from now on via Zoomit in accordance with the Conditions of Use stated below. Enter the Zoomit code shown on the paper copy of your bill or invoice. Next, select how often you want to receive notifications: for every new document, once a week, or never. If you wish to receive notifications, enter your address. Click Confirm to confirm your agreement. From now on, you can view the electronic documents via ING Home Bank at any time. A new window in a secure environment with the Zoomit logo will be opened for this purpose in your browser. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: 22

23 Your electronic documents look the same as their paper counterparts. Full contact data is shown at the top of the screen, in case you have any questions about the content of the document. You can also save or print these documents. Note: you need a PDF reader in order to read these documents via ING Home Bank. If necessary, download the Adobe Acrobat Reader program. 23

24 To modify third-party access: Click a red, green or orange Zoomit icon. A new window is displayed with the document corresponding to the Zoomit icon that you clicked. This new window is opened in your browser in a secure environment with the Zoomit logo. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: 24

25 In the menu on the left, click Overview under My senders. Click Details next to the sender or document type for which you wish to modify thirdparty access. 25

26 Click Modify (at the bottom right). Click Yes or No under Third party access. Click Confirm. 26

27 To change your address or the frequency of notifications: Click a red, green or orange Zoomit icon. A new window is displayed with the document corresponding to the Zoomit icon that you clicked. This new window is opened in your browser in a secure environment with the Zoomit logo. ING Home Bank remains active in the background for 5 minutes. This period can be extended by clicking Yes when the following window appears: Click My profile in the menu on the left. 27

28 Click Modify. 28

29 Change your address, notification frequency, and/or language. 29

30 Click Modify. 30

31 3. How can I pay my Zoomit bills and invoices easily via ING Home Bank? After you have confirmed (with the registration screen) that you agree to receive the documents in the future via Zoomit (see Section 2), you can use the Pay button to initiate payment (if the document concerned is a bill or invoice). You are not obliged to open the document in order to make this payment. A bank transfer form with the data already filled in is displayed after you click the Pay button. 31

32 You can change the following items here if desired: - Date - Amount - Account number of the originator (must be an account associated with your Home Bank account). - Originator s memo information Click Validate. Now you only have to sign in order to make the payment. Within a few minutes, the Pay button will change from To be paid to Payment initiated. 32

33 When the sender has received the payment, he returns a message and the Pay button changes from Payment initiated to Confirmed. Note: if payment is made by some other means, the Pay button will continue to show To be paid until we receive an indication from the sender that the money has been received, after which the Pay button will change to Confirmed. While waiting for this, you can use the Zoomit site (click the Zoomit icon) to manually change the status from To be paid to Payment initiated in order to avoid duplicate payment. 33

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