Manage Customer Accounts

Once you've setup up your payment website, you can login as an administrator to manage customer accounts.

You can manage customer accounts using the 'Customer Service Portal' on the Main Menu. The Customer Service Portal is where a representative from your company can perform certain tasks on behalf of your customers. 

To manage who has access to the Customer Service Portal, use the MANAGE USERS option on the Main Menu.

When you click on 'Customer Service Portal' on the Main Menu, you will be taken to a search screen. Enter at least one criteria and click Search to pull the desired customer account. If using multiple criteria, each criterion entered should match to the corresponding customer account in order for the record to be displayed in the search results.

Account Number, Login ID, and Email require exact matches while the Name field allows partial values to match.

When you click 'Search' you will be taken to either a list of search results or the 'Account Overview' page with the selected customers' information displayed. 

From this screen, you can: 

• Enroll a customer
• Set up autopay
• Send an enrollment link 
• Stop and Unstop an account
• View bills
• View payment history
• Manage payment methods

 Note: At this time, customer service representatives are not able to take payments on behalf of customers. If you are interested in this feature, please speak with your provider about an upgrade.