When attempting to set up an ACH on our parent website, parents have to click on the category name my payment method and in that section it shows mail-in (payer-initiated) - Invoices. It is not clear that this is the section to set up an ACH. The category name should be, Set up an automatic debit. We should provide mail in and ACH options with a check box next to both options. If the parent selects the ACH option, we should askl for checking, savings, or credit card information.
Parents would self serve and the call center would get less calls.
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Guest
- Jun 19 2018
- Implemented
Related ideas
Agreed. I just tried to direct a parent to sign up for autopay, and I assumed that selecting "My Automatic Payment Account" would be the way to go! Turns out that they had to add a payment method through "My Payment Method". Make it simple!