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Managing Terms & Conditions and Payment Methods (XP)

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By keeping the My Account section of Provider Automation updated you ensure uninterrupted ability to invoice your clients in Service Automation.

Managing Terms & Conditions

Agreeing to the ServiceChannel Terms & Conditions is required and should be done prior to adding payment methods.

How To Accept Terms & Conditions:
  1. On the Provider Automation, under the Hamburger menu, click Administration > My Account, My Account page appears.
  2. on the My Account page, Click Terms & Conditions. The Terms & Conditions page appears.
  3. Review the Terms & Conditions.
  4. On the bottom of the page, check the box next to “I have reviewed and accept ServiceChannel’s Terms & Conditions”.
  5. Click Accept. Your acceptance date and time appears at the bottom of the page.

Managing Payment Methods

By keeping your payment method up to date you ensure that ServiceChannel will bill your preferred payment method for all applicable fees and that your account will not fall into a restricted status. You are required to have a valid method of payment on file and you can update as often as necessary. Accepted forms of payment include major Credit/Debit cards and Bank Transfers.

Manage payment methods is broken into your Primary Payment Method and Saved Payment Methods. Your Primary Payment Method is the method ServiceChannel will bill, but you can have as many Saved Payment Methods as you want and can change your Primary Payment Method. The first payment method you add will automatically become your Primary Payment Method and all additional payment methods will be added to your Saved Payment Methods.

Important: Your payment methods are securely maintained by ServiceChannel and are not visible to any clients or contractors.


Note: We recommend you accept Terms & Conditions prior to managing payment methods. You will not be able to save payment methods until the Terms & Conditions have been accepted.


Manage Payment Methods

⦿ How To Add A Payment Method:
  1. On the My Account page, click Manage Payment Method. The Manage Payment Method page appears.
  2. At the top of the page, click Add Payment Method. The Select Payment Method overlay appears.
  3. Select desired Payment Method. The applicable fields appear.
  4. Depending on the selected Payment Method enter applicable information.
    1. Bank Transfer
      1. Enter ABA/Routing Number, Bank Account Number, Bank Name and Account Holder Name. (Note: Required fields are indicated by a red asterisk.)
      2. Click Authorize Payment. The confirmation screen appears.
      3. Click Ok. The payment method is added to the list.
    2. Credit/Debit Card
      1. Enter Credit/Debit card number. The corresponding card type will display above.
      2. Enter Expiration Date, CVV, and Cardholder name. (Note: Required fields are indicated by a red asterisk.)
      3. Enter Address, Phone and Email, if applicable.
      4. Click Save. The confirmation screen appears.
      5. Click Ok. The payment method is added to the list.

Note: When adding a Payment Method for the first time, you may be asked to enter Name, Email and Postal Code after clicking Authorize Payment or Save.

⦿ How To Edit A Payment Method:

Note: For security reasons, when editing a payment method you will be required to reenter the Bank Account Number or Credit/Debit card number even if this is not the information you are trying to change.

  1. On the My Account page, click Manage Payment Method. The Manage Payment Method page appears.
  2. Click Edit, next to the desired payment method. The edit overlay appears.
  3. Modify desired fields. (Note: Required fields are indicated by a red asterisk.)
  4. Click Authorize Payment for Bank Transfer or Save for Credit/Debit card. The confirmation screen appears.
  5. Click Ok. The changes are saved.
⦿ How To Delete A Payment Method:

Note: To delete the current Primary Payment Method you must make this payment method a Saved Payment Method by making another payment method your primary.

  1. On the My Account page, click Manage Payment Method. The Manage Payment Method page appears.
  2. Click Delete, next to the desired payment method. The delete payment method overlay appears.
  3. Click Ok. The payment method is removed from the list.
⦿ How To Change The Primary Payment Method:
  1. On the My Account page, click Manage Payment Method. The Manage Payment Method page appears.
  2. Under the Saved Payment Methods section, click Make Primary next to the desired payment method. The confirmation screen appears.
  3. Click Ok. The payment method becomes your primary and the primary method moves to your saved list.

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