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Learning Objectives:
1. Describe how to make an online payment.
2. Recall how to view upcoming payments and download receipts.
3. Summarize how to cancel recurring payments.
Video Script
Welcome to the Make a Payment: Creating & Managing Payments overview. In this video, we will demonstrate how to make online payments and review and manage payments.
To get started, select Make a Payment from the main menu. Here you can make online payments, view past and upcoming payments, and manage payments and cards.
To create a payment, select Make a Payment. Then, select a payment category from the drop-down menu. Next, enter the reference or invoice number for the payment. If you do not have a reference or invoice number, enter NA.
In this example, you can then enter the payment amount. If the payment category has a set amount, it will be listed in this field. The service fee will be automatically calculated based on the payment amount.
Next, select a payment type. Like before, if the payment category has a set payment type, it will be listed in this field. Then, add any relevant comments. If applicable, agree to the terms and conditions. Once completed, click Next.
You will now see a summary of the payment details, including a breakdown of the service fees. To proceed with the payment, select Confirm and Pay. Enter your credit card information and click Pay. The payment is now confirmed. You will then receive an email confirmation with the payment details. Recurring payments will be automatically charged on the first of the month.
To see a list of your past and upcoming payments, select View Receipts. Your most recent payment will appear at the top of the list. To review the details of a payment, select View. You can then download and print a receipt for the payment by selecting Download Receipt.
To see a list of your upcoming recurring payments, return to the Make a Payment Overview page and select Manage Payments. You will then see the payment category, next invoice date, payment amount, and if applicable, subscription end date for each recurring payment.
To review the payment details, click View. To cancel the recurring payment, meaning no future payments will be charged, select Delete. Building administrators can also cancel recurring payments as needed.
To review the credit cards connected to your recurring payments, return to the Make a Payment Overview page and select Manage Cards. You will then see a record for each recurring payment which includes the last 4 digits of the credit card, the subscription start date, the amount being charged, and the next payment date. Like before, select Delete to cancel the recurring payment.
This concludes the Make a Payment: Creating & Managing Payments overview. For more information on the Make a Payment feature, please refer to our user guides.