SK Customer Portal Payment Gateway Update - Safety-Kleen

[Pages:15]SK Customer Portal Payment Gateway Update

? Introducing BillerIQ ? How to Access the New Payment

Gateway ? Electronic Invoice -> BillerIQ ? Set up Account Security ? Invoices Screen ? Entering Payment Method ? Auto Pay ? Credit Memo ? Requesting a New Account ? Additional Locations ? U.S. Invoices Only

1

1

BillerIQ

2

Jan. 18

What is new? ? Modern user interface ? Auto Pay and Credit Memo features ? More notifications and self service ? US Invoices Only What isn't new? ? Accessing via SK Customer Portal &

Credentials ? View, manage and pay invoices ? Export invoice details and PDFs ? View Payment History Call to Action ? Select a Security Image ? Re-enter Payment Accounts

2

Access via Safety-Kleen Customer Portal

2

1 Continue using the

1

SK Customer

Portal to access the

Electronic Invoicing

feature

3

2 Click on Customer Portal or Pay Now

3 Enter Username & Password ? this is not impacted by this change

3

3

Electronic Invoice -> BillerIQ

1 The Electronic Invoice feature is the only module changing

2 Clicking on Electronic Invoice (after the change) will launch the new Payment Gateway window

NOTE: U.S. Invoices only

4

1

2

U.S.

Invoices

only

4

Set up Account Security

1 Choose an image

1

2 Give it a label

3 Click Submit

2

5

3

5

Invoices Screen

1 Filter by Invoice Status

2 Information about the invoice is laid out in the grid

3 The columns in the grid are sortable

4 Export produces a file containing the related invoice 2 information for each row

5 Search can be used to quickly find invoices using several attributes

6 Click enter to create a payment account

7 To pay a selected invoice click Continue to Payment

6

5

1 4

3

Safety-Kleen loads new invoices and updates balance due nightly.

6

7

6

Entering Payment Method

1 Select Bank Account or Credit Card

2 Entering the information

3 Read the authorization statement

4 To proceed further Click Agree and Enter Account

5 Remember this account for future use is defaulted

6 Click Enter Account

1 2

3 4 5

7

Note: Payment accounts will not be transitioned from the old site to the new site

6

7

Auto Pay

1 Access the AutoPay feature at the top of the page

2 Create new Recurring Payment

3 The 4 stage Recurring Payment Setup starts

- Payment Info

- Schedule

3

- Payment Method

- Authorizations

4

4 Enter a Payment Name

5

5 Select Billing Account Number

6 Continue

8

1 2

6

8

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download