Setting Up User Options (Fluid)

This topic discusses how to set up user options for Fluid eBill Payment, including general, currency, and alert options.

Page Name

Definition Name

Usage

My Preferences - eBill Payment Page

EB_USER_PREF_SCF

Select default customer, payment and invoice delivery methods, and user currency settings. Select options to activate alerts, if enabled by the biller.

Customers Page (LFF and SFF)

EB_ACDET_CUST_SCF

Change the customer that is currently represented. Available only if the user has access to multiple Bill To customers.

Use the My Preferences - eBill Payment page to select default customer, payment and invoice delivery methods, and user currency settings. Select options to activate alerts, if enabled by the biller.

Navigation:

My Preferences Tile > eBill Payment

Note: You must be on a Fluid eBill Payment page by selecting a tile on My Homepage before accessing My Preferences for Fluid eBill Payment.

If enabled by the biller, select My Preferences from the Actions List button on the Fluid eBill Payment homepage to change advanced user options, such as regional settings and navigation personalizations.

This example illustrates the fields and controls on the My Preferences eBill Payment page (1 of 2).

 My Preferences eBill Payment page (1 of 2)

This example illustrates the fields and controls on the My Preferences eBill Payment page (2 of 2).

 My Preferences eBill Payment page (2 of 2)

General Options

Field or Control

Description

Default Customer

Select the default customer account for tile and page data. Available only if the user has access to multiple Bill-To customers.

Changing the default customer will not change the current customer. Use the Customer page or restart Fluid eBill Payment.

Default Payment Method

Select from the available payment methods:

  • Credit Card

  • Direct Debit

  • Electronic Check

  • PayPal

Only payment methods enabled by the biller are available. In addition, your account must be set up to use the different available payment methods. To use PayPal, you must establish a PayPal customer account.

Invoice Delivery Option

Select Email Notification or Print Copy.

Currency Options

Field or Control

Description

Preferred Currency

Select a preferred display currency. The system converts multi-currency balances to the preferred currency for display, such as on the Account Summary and Make a Payment pages.

The preferred currency is also used for the threshold amounts specified in the Alerts section on this page.

Display Currency Option

Select an option that determines the currency used to calculate display amounts.

Select from these options:

  • Default Currency - Uses the customer's default currency.

  • Preferred Currency - Uses the Preferred Currency defined here in the Currency Options.

Quick Pay

Field or Control

Description

Confirm Quick Pay Payments

Select Yes to confirm payments made through the Quick Pay tile before submitting them for payment.

Alerts - Email Notification

Alerts appear when enabled by the biller on Fluid eBill Payment installation pages.

Field or Control

Description

Delivery Method

Select Alert Notification to receive alerts in the notifications window accessed from the Notifications (flag) button on the My Homepage banner.

Payment Processed Successfully

Select Yes to receive an alert when a payment has been processed successfully and applied to the customer’s account.

New Statement Available

Select Yes to receive an alert when a new statement is available.

Invoice Due Alerts & Missed Invoice Due Alerts

Field or Control

Description

Enable Alerts for Payment Due and Enable Missed Invoice Due Dates

Select Yes to enable the alert.

Days before Invoice due and Invoices greater than

Filter invoices by entering the minimum invoice amount that activates the alert. The currency represents the Preferred Currency defined on this page.

Missed Invoice Due Date and Invoices greater than

Filter invoices by entering the minimum invoice amount that activates the alert. The currency represents the Preferred Currency defined on this page.

Use the Customer page to change the customer that is currently represented. Available only if the user has access to multiple Bill To customers.

To change the default customer, use the My Preferences page.

Navigation:

Select any tile except Payment Cart and Quick Pay on My Homepage in the customer portal. Click the Actions List button in the banner, then select Customers.

This example illustrates the fields and controls on the Customers page as displayed on a laptop. The fields are the same on smartphones; only the formatting is different. You can find definitions for the fields and controls later on this page.

 Customers page (LFF and SFF)

The user only sees customers to which they have access. Customers are displayed regardless of their account balance.