Now that I am set up for epay, how do I get started?

• First, you’ll need to sign-on to ebranch and select “Merchant Accounts”. Next, click on the “Add Merchant” option and:

• Type in the information requested about the merchant on the “New Merchant Account” screen and click the “OK” button.

• A confirmation page will pop up.  If all information is correct, click the “OK” button.  If it’s not correct, click the “Cancel” button, make the necessary changes, click the “OK” button, review confirmation page again for accuracy, and if correct, click the “OK” button.

• epay will display a screen with your newly added merchant listed.

• Repeat this process for each merchant that you would like added to your “Merchant Accounts” List.

After I’ve added all of the merchants to my list, how do I send them payments?

• Click on “Set Up/Change Payments”.  Your Merchant List will be displayed.

• Click the merchant that you would like to pay, and click the “Change/Setup” button.  Your Payment information will be displayed.

• In the “Send on Date” field, type in the date that you would like the payment sent.

• Verify the “Pay to the order of” and the “Merchant Account” information to ensure that you have selected the correct merchant.

• In the “Amount” field, type in the dollar amount to be sent to the merchant.

• In the “Account” field, use the drop-down arrow, and select the proper account that the money should be debited from.

• In the “Frequency” field, use the drop-down arrow to select how often you would like this same exact payment to be sent to this merchant.

• In the “Number of Payments” field, type in the number of times that you would like this same exact payment to reoccur.

• Click on “OK” button and a confirmation page will display.  Verify all information is correct. If it’s correct, click the “OK” button. Print your confirmation page, or do a print-screen, paste it into Word, and save the document. If not correct, click on the “Cancel” button, make your corrections, click the “OK” button again, and verify the information on your confirmation page again. 

• Repeat this process for each additional merchant you wish to make a payment.

How do I see all of my payments that I have scheduled?

• Click on “Scheduled Payments” for a listing of your payments.

How do I see all of the payments that I have already made?

• Click on “Payment History” and fill in and “OK” the proper search criteria.