Bill Pay | Partner Success Center
Bill Pay
Learn how to use our robust Bill Pay Payment Admin portal to manage your customer and bill payment (payables) activity, as well as assist your customers in using Bill Pay.
- Understanding Bill Pay by Card
- Access training for your users and your employees
- Reports within the Bill Pay Payment Admin portal
Transaction Management
- Rejecting a bill pay payment
- Search for a Bill Pay transaction
- Place a bill payment on hold
- Release a bank hold on a bill pay payment
- Admin Assist feature
- How to reconcile electronic payments
User/Account Management
- Search for a User
- Edit an Admin user profile and user access roles
- Add a FI Admin user to the Bill Pay Payment Admin portal
- Remove a customer's bank account from Bill Pay
- Modify Customer Defaults
- Edit customer payment limits
- Lock or Disable a user within the Bill Pay Payment Admin portal
- Reset a user password in the Bill Pay Payment Admin portal
Bill Pay - User Experience
- Editing or Canceling a payment in Bill Pay
- View Payment History in Bill Pay
- Create Recurring Payments in Bill Pay
- Schedule Payments inside of Bill Pay
- Creating a payee within Bill Pay
- Schedule a Rush Delivery for a Payment in Bill Pay
- What to do if a credit card on file has expired
- Editing or Deleting a payee within Bill Pay
Account Transfers (A2A) - User Experience
- Transferring funds between bank accounts (Account to Account Transfers)
- Adding Accounts for Account to Account (A2A) Transfers
- Change or Cancel a Transfer in A2A
- Edit or Delete a transfer account in A2A
- Verifying a Manually Added Account (A2A)
VisiBill - User Experience
Person to Person Transfer (P2P) - User Experience
- Edit or delete a recipient for Person to Person payments
- Pay a Person with Person to Person Transfer