Customer Service Representatives
CSR Setup
How to review payer information
How to manage payer accounts
- How do I add one or more payer accounts?
- How do I unlock an account and reset a password?
- How can I edit payer information?
How to send a one-time payment link to an unenrolled payer
How to make a payment to a customer account
- How do I pay any amount towards an account?
- How do I make a payment towards an invoice?
- How do I make an account balance payment?
How to cancel and refund payments
How to set up and cancel recurring payments
- How can I set up or cancel recurring payments for a fixed amount?
- How can I set up or cancel bill-triggered payments?
- How can I set up or cancel recurring account balance payments?