Retail Bill Pay Enrollment: Web Admin

Click on Retail Bill Pay Enrollment

Do NOT click on Unenroll from Retail Bill Pay
· Digital Banking usage only

Available Accounts
· The blue check mark means the account is available for bill payments
· Default account blue circle means that’s the primary account used for bill payments

Enrolled Accounts
· The date and time under Current as of indicates when the account was added for bill pay
· Provides the last four digits and type of account

If the box is unchecked, the account is not enrolled for bill payment
· CX can be manually added by clicking on the box and pressing Save Changes
· Included Snippet on HubSpot ticket

Not enrolled in Bill Pay – the following screen will show

DO NOT enroll a client in Bill Pay; the client must enroll themselves
· See Online Banking SOP for the procedure

NOT TO DO:
For linking the user to an existing “Bill Pay ID,” enter the bill pay ID in the “Retail User Bill Pay ID” textbox and click on the “Save Changes” button

Send ticket to DBO for assistance