How can I edit payer information?
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 address.
If the payer is not enrolled, go to the Accounts Found table and click on the payer’s Account ID.
You’ll see a pop up form that allows you to view or edit the payer’s account type, company name, email address and status.
Editable fields include:
| Field | Description |
| Account Type |
If changed from I (Individual) to B (Business), enter a Company Name. If changed from B (Business) to I (Individual), enter a First Name and Last Name. |
| Company Name or First Name and Last Name of the Payer | Can be changed here. |
| Email associated with the Payer’s account | This is the default email to which confirmation receipts for one-time payments are sent. |
| Status |
Can be switched to inactive to block one-time payments and cancel any auto-payments associated with the account. Use this feature with caution! Remember to reset to active to resume payments. |