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Saved Payment MethodsNEWLY ENHANCED!

Saved Payment Methods - donegalgroup.com · 2017-01-18 · 1 Saved Payment Methods ^Saved Payment Methods is new functionality that an insured can choose when making a payment, which

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“Saved Payment Methods”

NEWLY ENHANCED!

1

Saved Payment Methods

“Saved Payment Methods” is new functionality that an insured can choose when making a payment, which will save their bank account or credit card information for use at a later time. Offering the same safety & security as installments made without saving a payment method, this feature eliminates the need for credit card or bank account entry on future website payments. This guide provides information on how to use our newest account feature.

Please Note: This function is only available to Insureds who have an active web account and can only be used when logged in to the website to make a payment. Making a payment through the “Customer Services/Make a Payment” link will not display the “Saved Payment Method” feature, as this option does not require a login.

MAKE A PAYMENT

2

Enter Username & Password. Click “Login”.

Select “Customer” from the User Login menu.

3

Select the payment icon.

Select the desired payment option.

Select the payment type.

“CREDIT CARD” — CREATE A “SAVED PAYMENT METHOD”

4

To create a “Saved Payment Method” using the entered credit card information, select the “Create saved payment method” check box and enter a nickname for the account.

Click “Continue”.

NOTE: Both the “Create saved payment method” checkbox & the nickname field MUST be used in creating a saved payment method.

The nickname field allows up to 20 characters and special characters such as $, %, * can be used.

5

Confirm payment entry. Click “Make a Payment”.

Payment details & saved payment method display. Generate payment receipt. Logout to exit.

“BANK ACCOUNT” — CREATE A “SAVED PAYMENT METHOD”

6

To create a “Saved Payment Method” using the entered bank account information, select the “Create saved payment method” check box and enter a nickname for the account.

Click “Continue”.

NOTE: Both the “Create saved payment method” checkbox & the nickname field MUST be used in creating a saved payment method.

The nickname field allows up to 20 characters and special characters such as $, %, * can be used.

7

Confirm payment entry. Click “Make a Payment”.

Payment details & saved payment method display. Generate payment receipt. Logout to exit.

“CREDIT CARD” — EDITING A “SAVED PAYMENT METHOD”

8

When at least one saved payment exists for an account, a ‘Manage Saved Payment Methods’ link will display on the left side of the Insured’s dashboard . This link can be used to view what saved payment methods exist, and to update or delete a saved payment method.

Click “Update” to display the entry screen.

Select the “Manage Saved Payment Methods” link.

9

Click “Continue” to return to the saved payment methods view and exit.

Edit the saved credit card information. Click “Submit”.

“BANK ACCOUNT” — EDITING A “SAVED PAYMENT METHOD”

10

Click “Update” to display the entry screen.

Select the “Manage Saved Payment Methods” link.

11

Click “Continue” to return to the saved payment methods view and exit.

Edit the saved bank account information. Click “Submit”.

“USING SAVED PAYMENT METHOD” — CREDIT CARD

12

Select the payment icon.

Choose payment option. Click “Use Saved Method”.

13

Review the payment details. Click “Make a Payment”.

Payment details & saved payment method display. Generate payment receipt. Logout to exit.

“USING SAVED PAYMENT METHOD” — BANK ACCOUNT

14

Select the payment icon.

Choose payment option. Click “Use Saved Method”.

15

Review the payment details. Click “Make a Payment”.

Payment details & saved payment method display. Generate payment receipt. Logout to exit.