Energy customers have the ability to enroll in Autopay for Budget Billing.
Primary Audience: Partner Customers
Budget invoices and payments are conveniently located within the Balances page of the Customer Portal to keep all Budget Billing information in one place for customers. One of the available features relating to making payments, is the ability to enroll in Autopay.
Enroll in Autopay
To enroll in Autopay, follow these steps:
- From the Customer Portal homepage, select the Balances tile
- Navigate to the Budget Billing section and click ‘Manage Autopay’
- Click ‘Set Up Autopay’
- Fill out the required fields of payment details
- Note: A maximum of 12 recurring payments can be scheduled at a time. To extend automatic payments beyond one year, you will need to renew them.
- Click ‘Activate Autopay’
Canceling Autopay or Individual Payments
Autopay can be canceled at any time from the Balances > Budget Billing > Manage Autopay page.
A list of active and upcoming scheduled payments can be found on the Payment History > Scheduled page. From there, users can cancel individual scheduled payments without canceling Autopay entirely.
To access this page, click on the ‘Payment History’ tile from the Customer Portal homepage, and then click on the ‘Scheduled’ tab.
To cancel an individual scheduled payment, select the specific record and click "Cancel Payment”.
It is recommended that your team establish an internal process if you use any other systems that accept autopay. This will help ensure that customers are not enrolled in autopay through both systems, which could result in duplicate charges.
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.