Setting up Payment in Onboarding Portal
- Enter email address in the 'Billpayer Email' box
2. Click blue 'Save Email' button. Green completion box will appear letting you know the Email has been saved
3. Click blue '+ Add Payment Source' button
4. Select payment source by (A) Credit Card or (B) Bank Account
- (A) Adding payment by Credit Card: Add payment information and click blue 'save' button
- (B) Adding Payment by Bank Account:
B!: Click the blue 'Connect Bank With Plaid' button
B2: Click black 'Continue' button:
B3: Search and Select Bank:
B4: Enter the username and password that you typically use to log into your bank online:
B5: Complete remaining steps.
Please Note: Adding a (A) Credit Card or (B) Bank Account via Plaid are the two main sources of accepted payment. If you do not wish to use a Credit Card, and it is determined that your bank type is not supported by Plaid, please contact your Implementation Specialist for additional options.