1. FIS Bill Pay Certification Training Table of Contents
Topic Section
Overview
Activation & Maintenance 2
Consumer Experience 3
Payment Processing 4
Management Console Reports 5
Customer Service Tool- Admin 6
Customer Service Tool- Research
Proprietary and Confidential

2. Course Objectives
Overall Objective: Learn how to use and manage FIS Bill Pay in order to launch and run an effective Bill Pay program at your financial institution.
Specifically, you will learn:
FIS (Fidelity Information Services) terms and payment processing details
how Bill Pay is activated and how administrators process and maintain Bill Pay eReg records
the features and functionality of FIS Bill Pay & Presentment
the reporting available in Management Console
how to support Bill Pay with the Customer Service Tool (CST)

3. Section 1: Overview

4. General Terms to Know IFS – Intuit Financial Services
Host (also known as Data Processing Vendor or core processor)
Bill Pay Processor (also known as Bill Pay Vendor)
FIS – Fidelity Information Services (formally Metavante) 4

5. Bill Pay Terms to Know
Payee – any person or business that the consumer can make a payment to
Payee Database - a list of payees that have an established relationship with FIS
Due By or Deliver By Date – the date that FIS will deliver the payment to the payee
Manual Payment – a single, one-time payment that requires the consumer to enter an amount and a Due By date
Automatic Payment – a payment set up by the consumer with specific payment instructions to be applied to all payments for a specific payee
Expedited Payment – a single, one-time payment set up by the consumer for next-day (electronic) or overnight (check) payment (You must contract with IFS for this feature.)
Bill Presentment (e-bill) – an electronic version of the consumer’s statement/bill with the payee
File – the ability to keep an e-bill for history purposes without the consumer having to make a payment via Bill Pay
Funding Accounts – checking accounts used to fund a consumer’s bill payments
eReg record – an Intuit Financial Services file that contains a consumer’s profile information used to activate and maintain Bill Pay for the consumer 5

6. Admin Site: Customer Service Tool (CST) Admin Site: Management Console
Bill Pay Platforms
There are three platforms that you'll learn about in this training course: the front end of bill pay, CST, and the Management Console.
Here you see features available to your consumers in the front end and the sites your administrators use to manage bill pay: CST and Management Console.
Bill Pay Front End
Bill Payment
Bill Presentation
Payment Automation
Reports
Multiple funding accounts
Support
Admin Site: Customer Service Tool (CST)
Search for Customers, Payments and Service Requests
Create and edit Service Requests
Manage funding accounts
Manage daily limits
Manage eBills
View messages
Admin Site: Management Console
Manage Bill Pay Registration
Activity Reporting
Subscriber Billing Reports

7. Technical Requirements
The screens of Bill Pay are designed to support a resolution of 1024 x 768 pixels or higher.
You must enable Java in your browser.
You must enable cookies in your browser.
You must have 128-bit encryption in your browser. (Note: All current browsers are 128-bit encrypted.)
A list of support browsers and operating systems are found on the Client Site ( under the “Client Support”  Troubleshooting Browsers Supported section.