BILLPAY QUICK START

Enrolling

Click on “BillPayer” button on left margin menu.
Read disclosure statement & print copy for future reference.
Click on box to accept disclosure (green check mark should show in box) and click “Enroll” button.

Step 1 – Set up Merchants

1)      Click on “Merchant Accounts”

2)      Click on “Add Merchant”

3)      Complete merchant info (recommend you use the merchant bill/coupon book to set up and fill in all the information.  There are no rules on account number format so suggest you enter account # exactly as it shows on your bill).

4)      Give the bill a name that you will remember under “User Specified Account Name”.

5)      Make sure “Frequently Used Merchant” box is checked, this makes sure it appears in “Quick Pay”.  If you later want to change it you can..

Step 2 – Pay Bills

1)      Click on “Quick Pay”.

2)      Select the bill or bills you want to pay (make sure box is check’d).

3)      Enter the amount of the payment.

4)      Enter the date you want the bill paid or click on calendar picture to select a date (valid dates show up in blue bold).

5)      Select a Frequency using drop down menu.

6)      Select Number of Payments you want the bill to be paid.

7)      Click “Setup” when you are all done.

8)      You will see a list of all the payments you just scheduled (make sure you have a “confirmation #” for each bill).

9)      Click “OK”.  If there is an error you can correct it in Step 3 below.

Step 3 – Confirm or Check Scheduled Payments

1)      Click “Scheduled Payments”.

2)      You will see all the bill payments that are scheduled for processing.

3)      If you need to check on, change, or delete a scheduled payment then click the circle for that bill (it should be green) then click “Details”.

4)      From the detail screen you can edit or delete the bill.

Step 4 – Check if Bills Paid

1)      You can select a range, specific merchants, or a payment amount to check.

2)      Once list comes up you can check status.  If status says “Processed” then bill payment has been sent.

3)      If status is “Failed” then you can click on that bill and hit the “Details” button to find out why it failed.
 

Customer Service

You can contact customer service by clicking on “Customer Service Chat” at the top of the screen between the hours of 1:00AM – 5:00PM (Mon-Friday, Hawaii Time) or 2:00AM to 11:00AM on Saturday and you will be connected with a live customer service person in chat room mode.

You can also contact customer service by clicking “New Mail” under the Secure Mail section from the left side menu.  The Secure Mail section is for incoming and outgoing messages with bill pay customer service ONLY, it is not a standard email service.

Options

In the Options section you can change your Personal Information, please note that changes made in bill pay will not be reflected in your member account profile at the credit union.  To ensure changes are also reflected in your member account profile you need to also make the changes in Kukuiline Online Access.

The Account Information is usable ONLY if you have more than 1 share draft (checking) product under this member account (you can set which account is to be the primary draft account for bill pay).

Alerts are very important and when you click this function you have the ability to configure different types of alerts:

Ø      General Alert allows you to setup an email that will alert you when customer service sends you a message.  You will only be able to review the message in your Secure Mail inbox in bill pay.

Ø      Bill Pay Alert allows you to setup, turn on, or turn off various alerts involving bill pay transactions.

Ø      Schedule Reminder can sent payment reminders to your email along with a user definable text message.

Ø      Alert History allows you to view all alert history for last 60 days.  By clicking on the “Subject” test you can view the alert.

FAQ’s

Do I have to have the money in my account when I schedule payment?  No, but the money must be there before 10:00AM on the day the payment is scheduled.

Will my overdraft line of credit activate if there is insufficient funds in my account?  Yes, the overdraft line will advance provided there is enough available between your account balance and available overdraft line to cover the scheduled payment(s).

If my scheduled payment rejects will there be a fee?  No

Can I stop a payment once it has been sent?  No, you need to contact customer service.

Refer to “HELP” at the top of the bill payment screen for comprehensive list of FAQ’s.