Jeanne Murphy
jmurphy@aliaswire.com
0
Article
Last Month
How do I cancel a scheduled payment?
Published October 19th, 2024 by Jeanne Murphy
Any payment that is scheduled for a future date – whether as a single instance or part of a recurring payment plan – can be cancelled before it processes. To cancel a payment: Go to the Payer Support page, choose your search criteria and click the red search icon. On the Payments Found table, find the payment. The status should be Scheduled. In t
How do I add one or more payer accounts?
Published October 19th, 2024 by Jeanne Murphy
To add one new payer account: On the Home page, select the Payer Support page on the left menu. Enter the account number that has been created for this new payer. On the next screen, enter the First Name and Last Name. Click Create Account. To create an account for a business: 1. Select the checkbox if this is a Business Account. 2. E
How can I add, edit or delete a payment category for all payers?
Published December 27th, 2024 by Jeanne Murphy
To create a new category for all customers, go to the Manage Category page. On the Manage Category page, select Add Category Line Item. Complete the fields for Description, Charge Code, Amount and Quantity. Impact Balance – select this option if you want the customer’s payments against this category to impact the customer’s total balance. (Th
How can I set up or cancel recurring payments for a fixed amount?
Published October 19th, 2024 by Jeanne Murphy
On the home page, select Payer Support from the left menu. Search by User ID and click on the red search icon. In the Accounts Found table, find the payer and click Set Up. The Setup page contains the information needed for both Recurring Payments and Bill-Triggered Payments. In the Recurring Payments section, complete all required fields and
Audit Report
Published October 18th, 2024 by Jeanne Murphy
This report audits activity by Administrators and CSRs. This currently includes logins, logouts, timeouts, on-behalf payments, and changes made to the biller configuration. Go to the Reports page and choose Audit Report. Enter Start Date and End Date and click Run Report. A report is initially broken into 10 records per page. If there are more than
How do I make a payment towards an invoice?
Published October 19th, 2024 by Jeanne Murphy
If your DirectBiller configuration supports invoices, you can make a payment against an invoice. From your dashboard, go to the Payer Support page, search by account number, user ID or reference number. Click the red search icon. In the Bills Found table, find the invoice you want to pay and click Pay On Behalf. On the next page, review the use
How can I set up or cancel recurring account balance payments?
Published December 6th, 2024 by Jeanne Murphy
To set up recurring account balance payments: On the home page, select Payer Support from the left menu. Search by User ID and click on the red search icon. On the Accounts Found table, find the account you searched and click Set Up. On the next screen, complete all required fields. Select Pay Balance and then select Setup Recurring Payment.
How can I upload bill summary files?
Published October 18th, 2024 by Jeanne Murphy
Billers that have bill presentment capabilities can load bill summary files. To load a bill summary file, go to the File Transfers page. Click Choose file and select a file from your computer. After you've selected your file, click Upload. The filename displays in the Recent Uploads table with a status of Unprocessed. To
How can I add or edit an account balance?
Published December 27th, 2024 by Jeanne Murphy
To set up account balances for all payers: Go to the File Transfers page on the main menu. Click Choose File to upload your universal file in the correct, agreed upon file format. The universal file should have all account balances for all payers. Once you’ve selected your file, click Upload. It will take a few seconds to process. To confirm the
Enrollment Report
Published October 18th, 2024 by Jeanne Murphy
Billers who have enrollment enabled can view an Enrollment Report. This report shows all payers who are currently enrolled in DirectBiller. The report is always run for the current date. Click Run Report. The Enrollment Report contains one row for each Login ID, Account ID combination. One Login ID may be used by a user to make payments against mult
Scheduled Payments Report
Published October 18th, 2024 by Jeanne Murphy
This report summarizes the total number of expected web and phone payments over specified date ranges. Go to the Reports page and choose Scheduled Payments report. Enter your Start Date and End Date and click Run Report. A summary of payments by their status is displayed. Click anywhere on the desired row to drill-down to the next level. A report
How do I change credit card information for recurring or bill-triggered payments?
Published December 11th, 2024 by Jeanne Murphy
On the Payer Support page, search by User ID. In the Accounts Found table, find the payer and click Set Up. Find the plan you want to edit, select the payment method you want to edit in the drop down menu, and click on the pencil icon. If you selected card, the next screen will display additional fields for you to update. Click Update Cred
Payment History Report
Published October 18th, 2024 by Jeanne Murphy
This report summarizes the total number of web and phone payments made by all payers during a specified time period and sums up the total dollar amounts resulting from the listed payments. Enter a date range and click Run Report. A summary of payments by their status is displayed. You can export your data by clicking on the Excel or CSV icon. Click
Reconciliation Report
Published October 18th, 2024 by Jeanne Murphy
The Reconciliation Report contains the same information as the Payment History Report but is shown for a single payment processing cycle. Billers use the Reconciliation Report: To reconcile the total amount of payments processed during a processing cycle with the deposit received into their bank account. For example, Tuesday’s reconciliation report
How to send a one-time payment link to an unenrolled customer
Published December 2nd, 2024 by Jeanne Murphy
On the Payment Support page, search by User ID. In the Accounts Found table, find the correct account and click Send Payment Link. On the next screen, choose your notification method, confirm the email address, and click Send Link. The payer will receive the notification and will be directed to this page to begin the payment process.
Settlement Report
Published October 18th, 2024 by Jeanne Murphy
This report summarizes the total number of successful and failed transactions during a timeframe. The report is different from the Payment History Report or the Support screen in that it tracks only transactions that are ready to be sent to a Gateway in the next batch cycle or transactions that have been sent to a Gateway. This report does not show:
Message Report
Published October 18th, 2024 by Jeanne Murphy
The Message Report contains a log of all messages that are sent out by DirectBiller. Go to the Reports page and choose Message Report. Enter a date range and click Run Report. For each message, the following data displays: Data Description Transport method EMAIL = email messages SMS = SMS Messages Address Address to which the message was sent. D
How do I make a full or partial refund of a card payment?
Published October 19th, 2024 by Jeanne Murphy
A card payment that has already been initiated or authorized cannot be cancelled through DirectBiller. However, a full or partial refund of the original payment can be credited back to the account. To refund a card payment: Go to the Payer Support page. Searching the account number of the payer or search the reference number of the payment. The stat
Aliaswir3 Glossary
Published October 15th, 2024 by Jeanne Murphy
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All
How do I change my admin password?
Published October 18th, 2024 by Jeanne Murphy
nIf a user logs into the Administration Site with an expired password, a message appears that the password has expired. A password expires: After 90 days After the first time it is used when the Administrator has reset a user password The Administrator has created a new user To change the password: Click Change Password A Change Password entry for
How do I change my password?
Published October 18th, 2024 by Jeanne Murphy
When a CSR uses an expired password to login, an alert displays. A password automatically expires in any of these cases: After 90 days. Upon first use when the username and password are new. An administrator resets it. To change a password, click Change Password. A Change Password entry form displays. Enter the old, expired password. New passwo
Card Expiration Report
Published October 18th, 2024 by Jeanne Murphy
The Card Expiration Report contains a list of all Cards that have an expiration date in the Month selected. Go to the Reports page and choose Card Expiration Report. Enter Month and Year you want to search and click Run Report. A report is initially broken into 10 records per page. If there are more than 10 records, then the First/Prev/Next/Last b
How can I edit payer information?
Published October 19th, 2024 by Jeanne Murphy
From your dashboard, go to the Payer Support page and use the pulldown to choose your search and enter the required information. If your DirectBiller configuration enables the enrollment capability, you’ll see Enrolled User Information. Click on the payer’s User ID. You’ll see a pop up form that allows you to review and edit the payer’s email a
How do I login?
Published October 18th, 2024 by Jeanne Murphy
Each biller has a unique DirectBiller Administration Site. A unique username and password are provided during implementation. The first time you log in to the site, enter your username and temporary password and click Login. A pop-up message will display asking you to create a new password. On the main page, click Change Password. On the next p
How can I add a user?
Published October 18th, 2024 by Jeanne Murphy
To add a new user, go to the User Admin page. Click on Add Users. Using the drop down menu, select a role for the user. Administrator - has entitlements to use all menus and submenus on the Administration Site and by default can perform On Behalf Payments. CSR - has entitlements to the Reports and Support menus and by default can perform On Behalf
How can I set up or cancel bill-triggered payments?
Published October 19th, 2024 by Jeanne Murphy
If your DirectBiller configuration enables invoices, you can set up bill-triggered payments that initiate whenever a new bill is loaded for the payer. Since bills can be loaded at any time and for any amount, the frequency and amount for each payment can vary. On the Payer Support page, search by User ID. The Setup page contains the information n
How do I cancel/void a pending ACH payment?
Published October 19th, 2024 by Jeanne Murphy
You may be able to cancel an ACH payment if the next batch cutoff time has not yet passed. This is called voiding a payment. To void an ACH payment, go to the Payer Support page and choose your search criteria, and click on the red search icon. In the Payments Found table, find the pending payment you want to cancel and click Cancel/Reverse.
How do I activate or deactivate a user?
Published October 18th, 2024 by Jeanne Murphy
Go to the User Admin page. To disable a user, click Deactivate. An inactivated user can no longer login to the system, but their Login ID still appears on the Audit report. To re-enable a user who was previously deactivated click Activate. If a user is locked, their Active button is yellow with an asterisk. Click Unlock to unlock the user.
How do I manage entitlements for roles?
Published October 18th, 2024 by Jeanne Murphy
Entitlements Entitlements allow administrators to grant functionality to roles and users. Functionality may include access to certain menus or pages within the site, the ability to run certain reports, the ability to perform on-behalf payments, and other actions. Entitlements allows administrators to define who can see certain things and who can do
How can I set up or cancel recurring category payments?
Published December 6th, 2024 by Jeanne Murphy
On the home page, select Payer Support from the left menu. Search by User ID and click on the red search icon. On the Accounts Found table, find the account and click Set Up. On the next page, complete all required fields, select Pay Category. In the Pay by Category table, select the desired categories, enter the amounts and quantities, and sel
How do I set up my profile?
Published October 18th, 2024 by Jeanne Murphy
Select the Profile page on the left menu. The Profile screen allows you to configure the payment services for the Biller. Editable fields with an asterisk (*) are required. Feature Description Biller Key Unique identifier assigned to this biller. DirectBiller Model Specific Payment and Presentment model chosen during biller setup. Payer Login
How do I review a payer's invoice information?
Published October 19th, 2024 by Jeanne Murphy
If your DirectBiller configuration enables invoices, you can view all active invoices associated with the payer accounts. From your dashboard, go to the Payer Support page. Use the pulldown to choose your search, enter the required information and click Submit. Scroll down to view the Bills Found table. The status of the bill may be one of the fo
How do I unlock an account and reset a password?
Published October 19th, 2024 by Jeanne Murphy
If a Payer fails four consecutive login attempts with either their Account ID or enrolled profile User ID, their account is locked for 30 minutes, and the Locked indicator under their enrolled user or account information displays as true. From your dashboard, go to the Payer Support page, use the pulldown to choose your search and enter the required
How do I change the status of an invoice?
Published October 19th, 2024 by Jeanne Murphy
If your DirectBiller configuration enables invoices, you may be able to change the status of an invoice. Go the Payer Support page and search for the account. In the Bills Found table, click on the invoice number. The Bill Details Page displays. After changing any of the above fields, click Submit to save the changes. The fields available for ed
How do I generate a temporary password?
Published October 18th, 2024 by Jeanne Murphy
Go to User Admin page. If a user has been locked out of the system, they are listed with an asterisk. To generate a new password for a user who has forgotten their password: Select the Generate Temporary Password link. Validate that the password will be sent to the correct email address. Select Confirm to generate and send the password. The
How can I add or edit a payment category for one payer?
Published December 27th, 2024 by Jeanne Murphy
If you’ve never set up a category for just one payer, contact DirectBiller to request that the configuration be enabled. Once it’s enabled, go to the File Transfers page from the main menu. Click Choose File to upload your category file in the correct, agreed upon file format. Once you’ve selected your category file for the one payer, click Upload.
How do I add or delete a payment method?
Published December 9th, 2024 by Jeanne Murphy
On the Payer Support page, search by User ID. The payer's saved payment methods will be listed. Click Add. A pop up window will allow you to complete the details for a new payment method. On the next screen, review the details and click Add Bank Account or Add Credit Card. To delete a payment method, search by User ID on the Payer Support page
How do I review a payer's account information?
Published October 19th, 2024 by Jeanne Murphy
From your dashboard, go to the Payer Support page, use the pull down menu to choose your search, enter the required information and click Submit. If your DirectBiller configuration includes the Enrollment capability, the top section of the search page displays the enrolled Payer’s profile information: Click on the User ID to see the email ad
How do I pay any amount towards an account?
Published October 19th, 2024 by Jeanne Murphy
You can make a payment to an account for any amount. It is not made against any specific bill or invoice. From your dashboard, go to the Payer Support page, search by account number, user ID or reference number. Click the red search icon. Find the account in the Accounts Found table, and click Make a Payment. On the next page, verify the user i
How do I make a category payment?
Published December 6th, 2024 by Jeanne Murphy
From your dashboard, go to the Payer Support page, search by account number, user ID or reference number. Click the red search icon. On the next screen, find the correct account in the Accounts Found table and click Make Payment. On the next screen, you can view all categories. Pre-checked categories are required. Select any additional categori
Aging Report
Published October 18th, 2024 by Jeanne Murphy
The Aging report summarizes all the bills on the system. It categorizes the bills by how long they are past due. Go to the Reports page, choose Aging Report and click on Run Report. To view the bills in a specific timeframe, click the number in the Bill Quantity row. The list of unpaid bills displays. A report is initially broken into 10 record
How do I add, edit or delete a payment category for a division?
Published December 27th, 2024 by Jeanne Murphy
If your DirectBiller configuration enables multiple divisions, you can create a payment category for one division. On your home page, use the drop-down menu to select the division. Click Manage Categories on the left menu bar. Then click Add Category Line Item. On the next screen, complete the fields to create a new category and click Save C
How do I make an account balance payment?
Published December 6th, 2024 by Jeanne Murphy
From your dashboard, go to the Payer Support page, search by account number, user ID or reference number. Click the red search icon. On the Payer Support Page, in the Accounts Found table, you can find the account, view the current balance amount and click Make Payment. On the next screen, you can enter the customer’s email address to receive t
What are my desktop requirements?
Published October 18th, 2024 by Jeanne Murphy
To use the DirectBiller Administrative and Customer Support Screens, you need the following: Internet connectivity is required and a web browser with Javascript and SSL Verified browsers include current production version and one previously released version of Microsoft Edge, Firefox Browser, Chrome Browser or Safari Browser. To view reports that
How do I review payment details and payment status?
Published October 19th, 2024 by Jeanne Murphy
From your dashboard, go to the Payer Support page, select your search option, enter the required information and click Submit. The Payments Found table displays a summary of all prior and future-dated payments associated with the payer account. To view more details about a specific payment, click the Reference Number. More details about the pay
Call Status Report
Published October 18th, 2024 by Jeanne Murphy
If your DirectBiller configuration includes IVR (pay by phone), click on the Reports page and then click Call Status Report. Enter the date range and click Run Report. All calls will be displayed on the summary table. To see call details, click on the number of calls. Detail includes the phone number from which the call was made and the total
How can I upload account files?
Published October 18th, 2024 by Jeanne Murphy
For billers that do not have Bill Presentment enabled, a file containing the accounts of all payers can be loaded into DirectBiller. To load an account file that has already been constructed: To load an account file, go to the File Transfers page. Click Choose file and select a file from your computer. After you’ve selected your file, click Upload
Activity report
Published October 18th, 2024 by Jeanne Murphy
This report tracks the number of payer logins via the web and via telephone within a specified date range. Go to the Reports page and choose Activity Report. Enter a date range and click Run Report. The summary view shows one row for Web Activity. If your DirectBiller configuration includes IVR, it will also show a row for Telephone Activity. To
How do I manage entitlements for individuals?
Published October 18th, 2024 by Jeanne Murphy
Entitlements Entitlements allows administrator to grant functionality to users. Functionality may include access to certain menus or pages within the site, the ability to run certain reports, the ability to perform on-behalf payments, and other actions. Entitlements allows administrators to define who can see certain things and who can do certain th
Load More