How Your Customers Will Pay Online & by Phone

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Presentation transcript:

How Your Customers Will Pay Online & by Phone

Customer payment options Whether your customers pay by phone or online, it’s simple. On their first online visit or call, they will validate themselves against your customer database which is loaded in PSN They can then add information to their profile and make their first payment For any visit or call after that, they simply make a payment Importantly, we have live operator assistance should they need help. You can simply refer calls you may get to us. Here’s how it works…

Who pays by phone v. online Each PSN account can be set up differently as to what payments can be made by phone and online. Your customers… REMEMBER: Mobile payments = online payments

Online payments Validation process… Customer will go to your website and click on a payment link which takes them to this PSN page Customer should select Register the first time they go online to make a payment or view a bill

Online payments Validation process… Customer will enter their: Utility Customer Account Number First Name (optional) Last Name HELP: Their name should be entered as it is listed on their bill Select “Search” Your Name Appears Here Your Name Appears Here xxxxx

Online payments Validation process… Your Name Appears Here Your Name Appears Here xxxxx Customer info will appear at the bottom of the screen; if correct, they should click “Select” PSN then authenticates and your customer is validated 1234567 Jane Doe 123 Main Street Anywhere WI 12345

Online payments Customer Profile Setup Customer will now create their profile by providing: Email address Password Secret question This information is their login info to make future pay-ments just a 3-step process. Your Name Appears Here xxxxx Customer Name

Online payments Returning Customers The next time your customer logs into make a payment or view their bill, they simply enter the login information they previously set up (email address and password).

Online payments STEP 1. Making a One-time Payment Customer selects to make a one-time payment Smart display Pending, problem and recent payments appear here

Customer makes payment Online payments Making a One-time Payment STEP 2. Customer makes payment Smart display: Customer doesn’t need to do anything in this section Smart display of payment methods that you have authorized (check, VISA, etc.). Customer selects type of account and completes the information requested. Smart display Customer inputs the amount of payment and the payment date; then selects “Continue.”

Customer confirms and submits payment Online payments Making a One-time Payment STEP 3. Customer confirms and submits payment

Customer can view or print a receipt Online payments Making a One-time Payment Customer can view or print a receipt

Customer selects Set up Auto-Pay Online payments Setting up Auto-Pay STEP 1. Customer selects Set up Auto-Pay Smart display

Online payments STEP 2. Setting up Auto-Pay Customer selects Add New. (Customer can also change an existing Auto-Pay, such as changing a payment method or the date of the payment.)

Set up payment information. Online payments Setting up Auto-Pay STEP 3. Set up payment information. Smart display: Customer doesn’t need to do anything in this section Customer adds a new payment method or selects one they have previously set up. Select a day of the month to run the payment Click on the calendar to select the first payment date. It is optional as to whether they put in an end date The current balance due will display. They can select to specify a payment amount or simply check the box to pay the balance in full for each bill

Customer verifies all of the information and submits payment. Online payments Setting up Auto-Pay STEP 4. Customer verifies all of the information and submits payment. To make sure an Auto-Payment is not duplicating an already scheduled one-time payment, we display scheduled payments which can be stopped.

Verification that Auto-Pay has been set up correctly Online payments Setting up Auto-Pay Verification that Auto-Pay has been set up correctly

Customer Profile This is where your customers manage their PSN accounts. Four tabs allow for: Updating contact info Changing login info Grouping accounts (for those who pay more than one bill) Opting out of paper bills (or opting back into paper bills)

Managing Payment Methods This is where your customers manage their payment methods: Add new checking, savings, credit card (as applicable) Delete accounts Change account numbers

Support for your customers We support your customers: Number for phone payments Submit a ticket to PSN View FAQs Number for live PSN operators Submit a ticket to you

Smart Phone & Tablet Payments Any customer who has an iPhone®, iPad® or Android™ phone or tablet will be able to download the free “PSN Payments” app: Scan the QR code (which should be on your website and your marketing pieces) Download “PSN Payments” for the App Store® or Google Play™. PSN Payments

Smart Phone & Tablet Payments IMPORTANT: Before using the App, your customer should go online to set up his/her PSN Customer Profile. They can do this on their mobile device but it is easier on a regular computer. Customer logs in with PSN credentials. Customer chooses to: Pay View Payments Made Change payment method (checking, credit card)

Smart Phone & Tablet Payments IMPORTANT: Before using the App, your customer should go online to set up his/her PSN Customer Profile. They can do this on their mobile device but it is easier on a regular computer. STEP 1. Customer selects payment method and amount and then clicks Continue. STEP 3. Customer receives confirmation. STEP 2. Customer confirms info and clicks Submit.

Phone payments (IVR) 877-885-7968 Customer will call 877-885-7968 They can opt for English or Spanish The first time they call, they will validate themselves. Then any future calls are a quick process.

Phone payments (IVR) 1 2 3 4 5 6 Validation process… Customer calls & selects English or Spanish PSN system “looks” for phone number & knows if new user PSN asks customer to enter utility account number and ZIP PSN attempts to authenticate to your customer database Live PSN CSR No Match Match 3 4 5 6 PSN asks, “Are you paying [your company name]?” PSN asks, “Are you [customer name]?” PSN asks customer to input PSN id—use number calling from or other phone number PSN prompts for banking/ credit card info Registered & can make payment Your customer can reach a PSN operator at anytime

Phone payments (IVR) 1 2 3 5 4 Making a Payment on Subsequent Calls Customer calls (preferably from their registered phone number) PSN “looks” for the phone number & identifies it PSN asks are you “customer name” Live PSN CSR No Match Match 3 4 5 PSN asks for last four digits of checking/ credit card number or asks to set up new payment method PSN asks for payment amount PSN states payment info and asks customer to confirm PSN provides confirmation number Your customer can reach a PSN operator at anytime

Contact your Service Account Manager for any additional information. Thank You Contact your Service Account Manager for any additional information. Hours: 8am-5pm CST Voice: 866.917.7368 Email: CustomerService@PaymentServiceNetwork.com