Accessing E-Pay

Access to information for customer E-Pay accounts is via the IDI Desktop Client. To access customer information:

1. Perform a customer search to find and open the applicable customer account.

2. Click the E-Pay Accounts button on the toolbar.

   OR

   From the menu bar select Status > E-Pay.

   This displays the E-Pay Accounts window. (More)

   

   If you select an account in the Account Information section, the corresponding information for that account is displayed in the lower part of the window.

   See Adding New Credit Card Accounts for the field descriptions of credit cards.

   See Adding New Checking/Savings (ACH) Accounts for the field descriptions of ACH bank accounts.

See also:

Deactivating/Reactivating E-Pay Accounts

Editing Accounts

Recurring/Non-Recurring Payments

Terminating an Account

Making a One-Time Transaction