Enrolling for Auto Debit is quick and easy through FW. Customers can enroll to have their bill amount automatically deducted from their bank account on the invoice due date.
Step 1: Navigate to the Homepage. Customer will enter their 1) Username and 2) Password, then click Login.
Step 2: The customer will be navigated to the Overview page. Locate the Payment Methods navigation and Bank Accounts tab.
The customer can also navigate to the bottom of the Dashboard beneath Program Enrollments to take the same action.
Step 3: The customer can view Bank Accounts that are stored on the account. The following information is displayed for all payments:
a. Nickname – A custom name selected by the user to easily identify the account
b. Name On Account – Name of the account holder
c. Account Number – The bank account number masked by x’s except the last 4 digits
d. Bank Name – The name of the bank organization
Step 4: Click the Enroll in Recurring Payments button.
Step 5: A pop-up will open with a short description of Recurring Payments and the required fields for signing up. If the customer has bank accounts saved, they will be available in a drop down menu. Or, the customer can enter a new bank account by filling out the right side of the pop-up.
Step 6: If the customer does not have a bank account payment method saved to their Business Partner in SAP, they must provide their bank account information, including:
1. Account Type (required): Checking or Savings account (radio button)
2. Bank Account Nickname
3. Name on the Account (required)
4. Routing Number (required)
5. Bank Account Number (required)
6. Confirm Bank Account Number (required)
Step 7: The customer will consent to automatic debit by checking the box.
Step 8: Click Save.
Step 9: The user will receive a pop-up confirming enrollment in Recurring Payments. Click Ok.
Step 10: Auto Debit enrollment will update the incoming payment method in SAP at the Contract Account level. The Overview Screen will refresh with the new enrolled status.
Step 11: The customer will receive the following confirmation email.