Banner Self-Service User Support. Set Up an Automatic Payment Plan

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Alfred Smith
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1 Set Up an Automatic Payment Plan Banner Self-Service You have three options when paying your fees online in Banner Self-Service. You can use Visa, MasterCard or Discover. Set up an automatic payment plan using your personal bank account or credit card. Pay online using your checking or savings account. To set up an automatic payment plan using your personal bank account or credit card: 1. Log in to Banner Self-Service. NOTE: If you need help logging in to Banner Self-Service, see the Login instructions. 2. Select the e-cashier Payment Plan link from the links in the top section of the menu. The Account Summary by Term window is displayed. You will need to scroll down on the page to see your account balance. 3. Click on the E-Cashier Automatic Payment Plan link. The Registration Term screen is displayed for you to select the term you are paying. Revised: 09-SEP-2008 Page 1 of 6

To set up an automatic payment plan using your personal bank account or credit card: 1. Log in to Banner Self-Service.

2 IMPORTANT: Be certain that you read and understand all of the messages that are displayed on the payment web pages. 4. Click on the arrow for the Select a Term field to select the school term needed. 5. Then click on the Submit button. Your account balance is displayed. 6. Click on the ecashier logo to continue. Information about setting up your payment plan is displayed for you to review. This information is very important and should be understood before you continue. 7. Click on the Proceed button when you are ready. Revised: 09-SEP-2008 Page 2 of 6

3 8. Fill out your personal information form completely. 9. Scroll down when you have completed the fields that are visible. 10. Type a password that you create in the FACTS Access Code field. 11. Type it again in the Retype FACTS Access Code field. 12. Enter a name in the Additional Authorized Party field if another person (parent/guardian/spouse) is responsible for transactions in your account, 13. Read through the instructions carefully. 14. Click on the Proceed button when you have completed the form. Deadline dates and plan details are displayed for each payment option. 15. Click on the check box for the payment plan that is best for your needs. 16. Then scroll down to complete the form. Revised: 09-SEP-2008 Page 3 of 6

Enter a name in the Additional Authorized Party field if another person (parent/guardian/spouse) is responsible for transactions in your account, 13.

4 17. Click on the Calculate button to display the terms of the payment plan. Review the payment plan to be sure that it is correct. 18. If you would like to see another option click on the Reset form button. 19. Click on the Proceed button if you accept the terms of the payment plan. A reminder that the non-refundable enrollment fee will be charged separately to your account within 14 days is displayed. 20. Click on the OK button to proceed. This screen is displayed for you to select the source for your payments. 21. Read the short description of each payment method so that you fully understand the process. 22. Click to select your bank account or credit card as your method of payment. 23. Click on the Proceed button to continue. Automatic Bank Payment 1. If you selected The Automatic Bank Payment method the Account Information screen is displayed. Nearly all of the fields on this form are required to continue. 2. Complete all of the required fields on the form. 3. Click on the Proceed button when you have finished. Revised: 09-SEP-2008 Page 4 of 6

A reminder that the non-refundable enrollment fee will be charged separately to your account within 14 days is displayed. 20. Click on the OK button to proceed.

5 This review screen is the final step in setting up your payment schedule. Be sure that you read and understand the information on this page. Review your personal information carefully. 4. Click on the Change Personal Information button If any of the entries need to be changed. 5. Scroll down to review the details of your payment plan and your account information. Carefully review the details for your payment plan. 6. If changes are needed in the payment plan, click on the Change Payment Plan button. Also review the details of your account information. 7. If changes are needed in the account information, click on the Change Account Information button. 8. Scroll down to review the Terms and Conditions of the agreement. 9. Click on the acceptance box if you agree with the terms of the payment plan. 10. Finally, click on the Submit and Activate button to start your payment plan. Payments will be made automatically from your bank account or credit card based on the payment schedule that you have selected. Automatic Credit Card Payment If you selected The Automatic Bank Payment method the Account Information screen is displayed. 1. Select the card provider from the Credit Card Type field. 2. Enter your account number in the Credit Card Number field. 3. Type the card number again in the Retype Card Number field to verify it. 4. Select the month and year that your card expires in the Expiration Date month and year fields. 5. Click on the Proceed button when you are sure the information on the screen is correct. Revised: 09-SEP-2008 Page 5 of 6

Carefully review the details for your payment plan. 6. If changes are needed in the payment plan, click on the Change Payment Plan button. Also review the details of your account information. 7.

6 IMPORTANT NOTE: Be sure that you read and understand the agreement that you are making to pay your fees by using your personal credit card. 6. Click on the acceptance box to accept the terms and conditions of the agreement. 7. Click on the Submit and Activate button to begin payment of your fees. Revised: 09-SEP-2008 Page 6 of 6

Click on the acceptance box to accept the terms and conditions of the agreement. 7.

Partner Portal User Procedures

Partner Portal User Procedures The help topics below are included in this document: Overview Self-Registration (First Time Users) Enrolling in an Application Accessing an Application (Once Enrolled) Signing