How can I add or edit a payment category for one payer?
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.
It will take a few seconds to process. To confirm the success of the upload, click on the file you just uploaded in the list of Recent Uploads.
If it uploaded successfully, there will be no warnings or errors, and the number of Accounts Updated will be 1.
