Credit cards for automatic billing can be managed internally by the organization as well as by the customer in their online account. A new card may need to be entered if the card on file has expired or has been canceled. Follow these steps to manage automatic billing internally.
- Search and click participant's name
- Click Order number with balance due
- Under Make a payment button, click Manage automatic payments
- Click Credit/debit card drop down, choose New card
- In Card type dropdown, choose appropriate card type
- In Card number box, enter card number
- Enter Expiration date in provided boxes
- Note: This new card will automatically be charged for future installments on this payment plan
- Note: Consumer can Update Credit Card Information For Automatic Payment via their online account. After the new card has been added and the old card removed, ensure the “Primary card” option is selected under the new card.
- Note: eCheck payment method is not available in the online account or admin site. It only appears at the checkout step of online registration
