09/14. Online Payment Instructions

Transcription

1 09/14 Online Payment Instructions

2 Contents Make a One-Time Payment... 1 Add Automatic (Recurring) Payment... 7 Add / Change Bank Information Change Payment Confirmation /14

3 Make a One-Time Payment Making a one-time payment online allows you to pay your invoiced amount, pay a different amount or make an additional payment such as an audit, endorsement, renewal, earned premium invoice or demand letter payment. Instructions for setting up an automatic recurring premium payment follow in the next section beginning on page 7. To make a one-time payment online, go to and login to ExpressServe SM. Click on the blue letters indicating Pay your premium bills online. Click Pay Invoice. 1

4 Click Pay Invoice. The default payment amount is the amount due on your invoice. To pay a different amount or make an additional payment, select Other Amount, then type the amount you want to pay in the Amount field. You must include an explanatory comment in the Comment field. To continue, click Pay Invoice. Note:: If you pay an amount that is less than the amount due, your policy may go into cancellation. Please call , option 3, if you have questions regarding the amount due on your account. 2

5 If this is your first time making a payment online, the Payment Authorization and Agreements page with the full agreement will appear. When making subsequent payments, you will not see the full agreement. To continue, click I Agree. Throughout the payment process, do not close your browser or click Back. Doing so will cancel the payment. 3

6 You will be redirected to Bank of America s secure online payment system for FCCI accounts to complete the process. To continue, click Accept. If this is your first time making a payment online, you will be prompted to enter your contact information. Complete all fields shown. The address you enter will be used to send confirmations of enrollment and payment to you. To continue the enrollment process, click Continue. To cancel enrollment and return to ExpressServe SM, click Cancel Enrollment. Note: If you need to make changes to this information after enrollment is complete, follow the Manage Profile instructions beginning on page 14. 4

7 Review the information you entered. To make changes, click Modify. To continue, click Complete Enrollment. The Account Summary page will appear. For a one-time payment, click Pay Now. 5

8 Review all the information on the Initiate Payment page. To continue, click Confirm. To make changes, click Modify. To cancel the payment, click Cancel. Note: If you need to make changes to this information after enrollment is complete, follow the Manage Profile instructions beginning on page 14. The Payment Confirmation page will appear. To print a copy for your records, click Print. To return to ExpressServe, click Back to ExpressServe. 6

9 Add Automatic (Recurring) Payment To set up automatic premium payments, you must be current (not past due) on your account. If you have a past due amount, use the instructions beginning on page 2 to make a one-time payment of the past due amount, or call our office at , option 3. To add an automatic payment with a current amount due, you must complete this set-up process a minimum of two business days before the payment due date. Note: Automatic recurring payments are not available for Monthly Self Reporting Policyholders. To set up automatic recurring payments, go to and login to ExpressServe SM. Click on the blue letters indicating Pay your premium bills online. Click Add Automatic Payment. 7

10 If this is your first time making a payment online, the Payment Authorization and Agreements page with the full agreement will appear. When making subsequent payments, you will not see the full agreement. To continue, click I Agree. Throughout the payment process, do not close your browser or click Back. Doing so will cancel the payment. 8

11 You will be redirected to Bank of America s secure online payment system for FCCI accounts to complete the process. To continue, click Accept. If this is your first time making a payment online, you will be prompted to enter your contact information. Complete all fields shown. The address you enter will be used to send confirmations of enrollment and payment to you. To continue the enrollment process, click Continue. To cancel enrollment and return to ExpressServe SM, click Cancel Enrollment. Note: If you need to make changes to this information after enrollment is complete, follow the Manage Profile instructions beginning on page 14. 9

12 Review the information you entered. To make changes, click Modify. To continue, click Complete Enrollment. The Account Summary page will appear. To add the automatic recurring payment, click Add Automatic Payment. Reminder: Automatic payments are not available for Monthly Self Reporting Policyholders. 10

13 By selecting the Automatic Payment option, you agree to have the current amount due drafted from the specified funding account on the due date of your account invoice. Click Continue to enter your funding account information. 11

14 Complete all fields shown. To continue the enrollment process, click Continue. To cancel enrollment and return to ExpressServe SM, click Cancel. 12

15 Review all the information on the Initiate Payment page. To continue, click Confirm. To make changes, click Modify. To cancel enrollment, click Cancel. Note: If you need to make changes to this information after enrollment is complete, follow the Manage Profile instructions beginning on page 14. The Add Automatic Payment Confirmation page will appear. To print a copy for your records, click Print Confirmation. To return to ExpressServe, click ExpressServe in the left navigation menu. 13

16 Add / Change Bank Information To add or change your back information, go to and login to ExpressServe SM. Click the blue letters indicating Pay your premium bills online. Click Pay Invoice. 14

17 Click Pay Invoice. Select Other Amount, then type $1.00 in the Amount field. You must include an explanatory comment in the Comment field. To continue, click Pay Invoice. 15

18 If this is your first time using the online payment system, the Payment Authorization and Agreements page with the full agreement will appear. When making subsequent payments, you will not see the full agreement. To continue, click I Agree. Throughout the payment process, do not close your browser or click Back. Doing so will cancel the process. 16

19 You will be redirected to Bank of America s secure online payment system for FCCI accounts to complete the process. To continue, click Accept. Click Manage Profile in the left navigation menu. Click Payment Accounts. 17

20 If you have made previous online payments and elected to save your banking information, your account name and the last four digits of the bank account number will display in the Payment Account option. To change saved bank account information, click Modify or Delete. Make the appropriate changes, then click Continue to confirm the change. To add new bank account information, click NEW: Checking or Savings. To return to ExpressServe, click ExpressServe in the left navigation menu. 18

21 Change Payment Confirmation To change your address for payment confirmations, go to and login to ExpressServe SM. Click on the blue letters indicating Pay your premium bills online. Click Pay Invoice. 19

22 Click Pay Invoice. Select Other Amount, then type $1.00 in the Amount field. You must include an explanatory comment in the Comment field. To continue, click Pay Invoice. 20

23 You will be redirected to Bank of America s secure online payment system for FCCI accounts to complete the process. To continue, click Accept. Click Manage Profile in the left navigation menu. Click Change Personal Information. 21

24 Enter the address you want to use for payment confirmations in the New Address and Reenter Address fields. To save the changes, click Continue. To cancel the change, click Cancel. To return to ExpressServe, click ExpressServe in the left navigation menu. 22