User Guide to epayments

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2 Contents Register Your Account-First Time User... 3 Login to Your Account... 6 Retrieving Username and/or Password... 7 Make a One-Time Credit Card Payment... 8 Make a One-Time echeck Payment Schedule a Recurring or Future Dated One-Time echeck Payment...14 View or Cancel Scheduled Auto Payments Modify/Update a Recurring or Future Dated One-Time echeck Payment...18 View Payment History View or Delete Saved Payment Accounts View My Profile/Change Password Select which payment receipts you want to be ed to you Logging Out...23 Contact Revo Customer Service...24 Page 2

3 Register Your Account-First Time User To register an epayment account for the first time, click on the First Time User link Enter the Homeowner Property Account Number (Located on the coupon/statement) and click Submit. Please Note: If your account number is , only enter Do not enter the lead zeros or dashes. Page 3

4 Once the account has been located, enter the required fields ( , Phone, Username, Password, Confirm Password) and Submit Registration. Please note: Passwords must be at least 8 characters long it must contain letters (at least 1 capital) and numbers. Once the account is successfully registered, you will be taken to your Dashboard. From the Dashboard you can make a one-time payment, create a recurring payment (if allowed by your HOA), see your payment history, and see any future recurring payments to be paid. Page 4

5 If you receive this popup message then the account is currently active. This means that you have already activated the account or the account was used to make payments by the prior homeowner and you will need to re-register with the login information. You will be re-directed to the registration page to complete your login (see page 3). Page 5

6 Login to Your Account Enter the User Name and Password, accept the Terms of Use and click Login Once successfully logged into the system, the dashboard will display. Use the dashboard to make a one-time payment, create a recurring payment (if allowed by your HOA) and see any future recurring payments to be paid, see your payment history or contact customer service. Page 6

7 Retrieving Username and/or Password In the event you have forgotten your Username and/or Password, it is very easy to retrieve. To retrieve your Username, click on Forgot Username. Enter the address associated with your account. Your username will be ed to you. Please note: If you have multiple accounts, the you will receive will include all usernames that are associated with each account. To retrieve your Password, click on Forgot Password. Enter your username and account number. A temporary password will be ed to the account that is on file. Once you have accessed your epayment account, you are encouraged to go to Settings and Change Password tab to update your password. Page 7

8 Make a One-Time Credit Card Payment To make a one-time payment using a credit card, select Make a Payment from the dashboard selections on the left of the screen. Fill in the requested credit card information. Update the Billing Address if it is incorrect (it must match the address for your credit card). If you would like to save your credit card on file for future payments, check the box under the Billing Address before continuing. If you do not check the box, your payment account will not be stored and you will be required to enter it again for your next payment. Once complete, click Continue. Page 8

9 Check the Assessment box and type in the amount you want to pay. Please read the fine print prior to submitting your payment. A Convenience Fee may be assessed. Click the Submit Payment button to proceed. Page 9

10 You will receive a payment confirmation popup. If the information is correct and you agree with the charges, click Pay Now. If approved, you will receive a popup with an authorization code and an confirmation (to the on file) within 15 minutes of completing the payment from the Management Company. Page 10

11 Make a One-Time echeck Payment To make a one-time payment using an echeck, select Make a Payment from the dashboard selections on the left of the screen. Select the echeck (to the right of the Credit Card tab). Complete the requested fields (Name on account, Routing Number, Account Number and Confirm Account Number). Update the Billing Address if it is incorrect. If you would like to save your account information for future payments, check the box under the Billing Address before continuing. If you do not check the box, your payment account will not be stored and you will be required to enter it again for your next payment. Once complete, click Continue. Page 11

12 Check the Assessment box and type in the amount you want to pay. Please read the fine print prior to submitting your payment. A Convenience Fee may be assessed. Click the Submit Payment button to proceed. Page 12

13 You will receive a payment confirmation popup. If the information is correct and you agree with the charges, click Pay Now. If approved, you will receive a popup with an authorization code and an confirmation (to the on file) within 15 minutes of completing the payment from the Management Company. Page 13

14 Schedule a Recurring or Future Dated One-Time echeck Payment To schedule a recurring or one-time future dated echeck payment, select Manage Auto-Pay from the dashboard and select the Create New AutoPay tab. Select the Frequency, Start Date, End Date and the Payment day of the month under Autopay Settings. If you would like to use an account you have previously saved, click the radio button beside that account. Otherwise, complete the requested fields for echeck Payment Method (Name on account, Routing Number, Account Number and Confirm Account Number). Update the Billing Address if it is incorrect. If you would like to save your account information for future payments, check the box under the Billing Address before continuing. If you do not check the box, your payment account will not be stored (but your AutoPay will continue to recur on the account entered). Once complete, click Continue. Please note: The earliest a Recurring or One-Time Future dated echeck payment will process is the next day. To ensure that payments are received by the end of the month, recurring payments must be scheduled no later th than the 28 of each month. Page 14

15 Check the Assessment box and type in the amount you want to pay. Please read the fine print prior to submitting your payment. A Convenience Fee may be assessed. Click the Submit Payment button to proceed. Page 15

16 You will receive a payment confirmation popup. If the information is correct and you agree with the charges, click Create New Autopay. You will receive a popup with a confirmation that the Autopay has been established. Page 16

17 View or Cancel Scheduled Auto Payments Scheduled Auto Payments can be viewed from the dashboard under Upcoming Scheduled Payments. If you hover the pointer over the calendar entries, it will provide detail about the payment. To view more detail for previously scheduled Auto Payments and to cancel future payments, click on Manage Auto-Pay from the dashboard. All upcoming Recurring Auto echeck payments will display with an option to cancel or edit a recurring or onetime future echeck payment. Once a recurring echeck is canceled, all future payments will not be processed until a new Recurring echeck has been set up. Page 17

18 Modify/Update a Recurring or Future Dated One-Time echeck Payment To modify a recurring or one-time future dated echeck payment, select Manage Auto-Pay from the dashboard and select the Edit New AutoPay tab. Select the information that you want to update: Frequency, Start Date, End Date and the Payment day of the month under Autopay Settings. Review your updates in the recurring payments list. View Payment History To view the Payment History, click on Payment History from the dashboard. Page 18

19 If you want to see additional details about a payment, click on the magnifying glass. Transactions Details will pop-up. You will also be able to print receipt here by clicking on Print the receipt. Page 19

20 The Payment History will recap all of the payments that have currently been processed/approved and/or declined due to insufficient funds/chargebacks. You may export into CSV format the payment history. Page 20

21 View or Delete Saved Payment Accounts To view credit card or checking/savings accounts you have saved, select Manage Accounts from the dashboard. Please note: If you would like to delete a saved account, click on the Delete button beside the account you would like to remove. Please Note: If you remove an account, it will not delete any recurring payments that you may have created using that account. If you want to delete recurring and/or future-dated one-time payments, see section View or Cancel Scheduled Auto Payments (page 17). Page 21

22 View My Profile/Change Password To view or edit your Profile, click on Settings from the dashboard. To change the password, click on the Change Password tab. Type the new password and also confirm the password. The password must be more than 8 characters and contain letters (at least 1 capital letter) and numbers. Page 22

23 Select which payment receipts you want to be ed to you To select which notifications you do not want to be ed to you, click on Settings from the Dashboard, Notifications sub tab. Logging Out To logout, select Logout from the dropdown selection menu in the upper right-hand corner under your name. Page 23

24 Contact Revo Customer Service For help with any Payments or if there are questions about payments already processed, click on Help from the Dashboard. In the drop down list select what type of inquiry you are sending: Page 24

25 Once your ticket is submitted, you will receive the confirmation on the screen: To review the status of submitted help ticket, please access My Help Tickets Tab. If assistance is needed with a payment online, please fill out the following information and a representative from Revo Payments will respond within 1 business day. Revo Payments may be contacted directly at REVO.411 ( ). Page 25