Online Bill Payment and Account Management

Transcription

1 Online Bill Payment and Account Management Self Care Online Bill Payment and Account Management Online Self Care lets you pay your bills and manage your accounts. This document will help guide you through using the Self Care system. Text provided by UDP, 2009, VTX logo and service icons trademarks ofrative, Inc. Telephone Cooperati

2 Logging On Enter your User Name and Password then click Log In to enter the Self Care system. Check Remember me next time to save the log in information for the next time you use Self Care. If you have lost or forgotten your User Name and/or Password, click the appropriate link and provide the additional identifying information. Your User Name or Password will then be ed to you. Failed Log On You are allowed three attempts to log into the system. After the third failed log in attempt your Log In screen will change to look like the one shown here. You should: Verify your User Name and Password if you are in doubt click Forgot your user name? or Forgot your password? to have them ed to you. Enter your verified User Name, Password AND the Security Code exactly as it appears in your screen. This procedure is designed to protect your account information from identity theft. Not Registered? If you have a user id and password set up with your provider, then all you have to do is log on. If you do not have this information set up, contact your service provider to get started. r

3 What Do You Want To Do? Change Your Password Change your address Manage your saved accounts Set up automatic payments Save account information Save or update a checking account Save or update a credit card View billing history and print bills Pay your bill View and manage payments See recent payments Cancel a scheduled Auto Pay Payment Cancel a Scheduled Payment Disable Auto Pay View Usage Details (Long Distance Toll) Self Care Home When you first log onto Self Care you will be in the Home screen. The home screen shows you basic Account Information and your current payment information. information. Click Home in the menu to come back to this start screen. Click Home in the menu to come back to this start screen.

4 Self Care Main Menu All of the payment and account management options are found in the Self Care main menu. Place your mouse cursor over the menu and the list of options will expand below. Move your mouse to the desired item and leftclick to open it. Reenrollment If you are NOT redirected to the enrollment window, disregard this page. Welcome to the new online self care payment system. Before you can use the new Self Care system, you must be enrolled. If you have used the online payment process in the past just login just as you normally would with your username (E-bill ID) and password. You will be directed to the Self Care Enrollment screen. Follow the steps below to re-enroll, and then use your new username and password to login. Enrollment Process 1. Enter a User ID. Your User ID can be any combination of letters or numbers. Do not include spaces or special characters (#, $ %, &, etc) (You can enter your E-bill ID if you prefer to keep using it). 2. Enter your address. 3. Enter a new password. (Password must be 7 characters long and contain at least one number). 4. Select a Secret Question. 5. Enter your Secret Question Answer. 6. Click on the Submit button. Once your new enrollment information is submitted, you will be taken back to the login screen where you can log in using your new User ID and Password.

5 Change Your Password Enter your old password (the password you logged in with). Enter your New Password. The new password must be at least seven characters long and contain at least one number. Confirm the New Password and click Submit. Change Your Address Type the new address over the existing address and the click Submit. As added protection of your information, anytime your address is changed your OLD address will be sent an notification of the. If you did not make the change yourself, or request that it be changed, you should notify your provider immediately.

6 Pay Your Bill Using A Saved Account Pay bills and schedule future payments using the Pay Bill option. Enter the amount of the payment by either selecting Total Amount Due or by selecting Pay Other Amount. Select the Saved Account option, and then use the drop down to choose the account you wish to use. Enter the payment date. You can click the calendar icon to select the date. Click the Next button. In the next window, click Submit Payment to add to the payment schedule. Your payment is now scheduled.

7 Using A Checking Account Select the Checking Account Payment Method to make your payment from a checking account. Remember to enter the Payment Amount and the Payment Date. Click on the Next button to continue. The Next step is to provide the information for the checking account that will be debited. E Enter your bank or credit Union Routing Number and N the Account Number. A As shown in this illustration, the checking account c information window indicates where this information is i located on your checks. l Once the information is entered, click on the Submit O Payment button. o For payments submitted for immediate posting, a receipt will be generated at the time the payment is submitted. Click the Print Receipt button to send the receipt to a printer. NOTE: Checking and Card information used for one time payments is not saved after the payment is posted. If you wish to save a new account, go to the Manage Saved Accounts option in the main menu.

8 Using A Credit Card Select the Credit/Debit/A Card Payment Method to make or schedule your payment using a card. Remember to enter the Payment Amount and the Payment Date and then click the Next button. Enter the Card Information. All information must be entered exactly as it appears on the card. The Security Code (also known as a CVN or Card Verification Number) is three digits, located on the back of most cards. On American Express cards the CVN number is four digits and on the front of the card. With all card information entered, click the Submit Payment button. On credit card payments submitted for immediate posting, a payment receipt will be generated. Click the Print Receipt button to send the receipt to a printer.

9 Payment Activity Payment Activity displays your manually and automatically scheduled payments and recent payments. Scheduled Payments shows you: Payments scheduled for Auto Pay. How to cancel an Auto Pay Payment. Manually Scheduled Payments. You can cancel manually scheduled payments from this screen. To cancel a payment, just click the Cancel button and acknowledge the payment cancellation. NOTE: Auto Pay payments must be edited via the Manage Saved Accounts option. Recent Payments shows you: Up to the most recent six payments (or other transactions) on your account.

10 Manage Your Saved Accounts You have the option of storing account information that can be used when scheduling automatic payments or making single payments online. You can save as many checking, bank or credit card accounts as you like. When you select the Manage Saved Accounts menu option, two windows will display, one for Credit Card Account Information and one for Checking Account Information. To add accounts click the Add Checking Account or Add Credit Card buttons. To edit existing saved accounts, click Edit. Once you have entered the new account or card information, or updated existing information, click Update to complete the process.

11 Add or Update Checking Account Information Click on Add Checking Account to provide checking account information. You will need to know your bank or credit union s Routing Number and your Account Number. The Auto Pay option is also available. (See below for more information about Auto Pay.) Enter your Routing Number and Account Number in the appropriate spaces, and then click Update. Routing and account numbers can be found at the bottom of your checks (right). Your checking account information is now stored and ready to be used for manual and/or automatic payments. Add or Update Credit Card Information Click on the Add Credit Card button to add a stored credit card account for making scheduled and single payments. Click Edit to update existing saved information. Enter the Card Number, Card Type, the Name exactly as it appears on the card, and the Expiration Date. Check the Enable Auto Pay box if you want payments to be automatically charged to this account each month. (See below for more information about Auto Pay.) Click Update when you are finished. Your credit card information is now stored and ready to be used for manual and/or automatic payment.

12 Auto Pay Auto Pay lets you have payments automatically debited to a selected account each month. Please note that Auto Pay can only be enabled on one saved account at any given time. Auto Pay can be used with either credit cards or checking accounts (see below). To use Auto Pay, just click the Enable Auto Pay check box when you enter or update account information. Auto Pay Options: Post Payments Prior to Due Date With Auto Pay you can post payments to your account up to 15 days prior to the actual bill due date. To post ON the due date, leave 0 in this box. Amount Due or Other Amount Pay full Amount (amount due) is selected by default, but you also have the option of paying a different amount. Click the Pay other amount button and enter the amount you d like to pay. These options apply to both checking account and credit card. When you have finished, click the Update button. Your Credit Card Information is now stored and ready to make automatic payments. Please be aware that if you already have Automatic Draft Payments set up through your provider, Self Care Auto Pay will not be available. If you cannot enable Self Care Auto Pay because of active Automatic Draft Payments, please contact your provider.

13 Cancelling Auto Pay Payments Payments scheduled by Auto Pay must be cancelled by disabling the Auto Pay Option on the saved account. Go to Manage Saved Accounts in the main menu. In Manage Saved Accounts, locate the account selected for Auto Pay. Click the Edit button to open the account information window. Uncheck the Enable Auto Pay box to cancel the automatic payment. Remember, once Auto Pay is disabled, payments will no longer be automatically debited. You must re- Enable Auto Pay to continue automatic payments.

14 View Bill History You can review any previous bill by selecting the View Bill History option in the Main menu. Past bills are available for a maximum of 24 months. Each bill is identified by the billing Month and Year and is presented in Adobe PDF format. To view a bill simply click on the Adobe icon that corresponds to the bill you want to see. You will have the option of opening or saving the bill.

15 View Usage History (Long Distance Toll) The Usage Details option gives you access to a list of Long Distance Toll usage information going back three months. The list is downloadable in Microsoft Excel format. Select Usage Details under the Options menu.