8.55 CU*EasyPay! Bill Payment: Product Overview and Daily Management

General

Summary

In this class we will introduce you to our integrated bill payment and bill presentment offering, CU*EasyPay!.  We will discuss basic functionality, member enrollment, daily monitoring procedures, and payment methods.

Audience

This class is appropriate for any team member responsible for fielding member questions about CU*EasyPay!. 

Objectives

By the completion of this course, students will have:

‣        Discussed payment methods and debit methods

‣        Explored the features of the product, including bill presentment, recurring payments and inquiry features

‣        Investigated the different methods of setting up a biller

‣        Reviewed daily report monitoring

Topics

‣        Enrollment

‣        Setting up billers

‣        Enrolling for e-bills

‣        Setting up recurring payments

‣        Member fee options

‣        Viewing history

‣        Performing an inquiry on an item

‣        Daily reports

Course Schedule

Future times and dates are to be determined.