Customers can conveniently schedule ACH payments in the Customer Portal
Primary Audience: All Internal User
Scheduling ACH payments allows customers to transact at their convenience, giving them the flexibility to manage outstanding payments from their device. The workflow for making payments is consistent across all payment types. After clicking "Make a Payment," customers can schedule ACH payments for the following areas of the platform:
- Invoices
- Statements
- Budget Billing
- Energy Invoices
Invoices / Energy Invoices
To schedule a payment for an Invoice, follow the steps below:
- Navigate to the Invoices page
- Select the invoice(s)
- Click “Make a Payment”
- Designate the payment amount
- Select Payment Method: ACH Transfer
- Select Payment Timing: Schedule for Later
- Set the desired payment date
- Click “Pay”
Statements
To schedule a payment for a Statement, follow the steps below:
- Navigate to the Statements page
- Select the Statement(s)
- Click “Make a Payment”
- Designate the payment amount
- Select Payment Method: ACH Transfer
- Select Payment Timing: Schedule for Later
Budget Billing
To schedule a payment for a Budget Billing, follow the steps below:
- Navigate to Budget Billing page
- Click “Make a Payment”
- Click “Custom Amount”
- Designate the payment amount
- Select Payment Method: ACH Transfer
- Select Payment Timing: Schedule for Later
View/Edit/Cancel an Existing Scheduled Payment
Customers can view, edit or cancel a scheduled payment until the scheduled date. To access scheduled payments, go to the Payments History page and click on the "Scheduled" tab. Once a scheduled payment is processed, it will move to the "Completed" tab on the Payment History page.
- Note: If a scheduled payment fails on the processing date, the customer will receive a notification.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.