Setting up Payment in Onboarding Portal

  1. In the Set-Up Payment section, 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:

    B1: 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 add your bank account manually (C)

(C) Adding Payment Manually by Bank Account:

C1: Click the blue 'Enter Bank Information Manually' button

C2: Enter your bank account information, click 'Save'

C3: Bank account will show as unverified until the deposits are entered. When deposits are received in your bank account, go back to your Bbot account and click the Arrow.

C4: Click 'Verify Payment Method'

C5: Enter deposit amounts notated in your bank account, click 'Submit'

*Bank deposits in your account will show as:

At this time your account is verified and the account will show as Primary.