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epay Instructions
Now that I am set up with epay option on Sharonview’s Online Access, how do I get started?
- The first thing that you need to do is, sign-on to ebranch, and select “Merchant Accounts” under the epay list;
- Click on the “Add Merchant” button;
- In the search box that is displayed, type in the name of the company that you want to establish an epay connection with (For example: State Farm), and click the “Search” button;
If merchant is already established with online epay: A list will be displayed of all accounts already established with online epay. Match the name and proper zip code of the merchant that you would like to add to your merchant list. See 5 if merchant not listed;
If your merchant’s name does not appear on the screen, epay will allow you to request that the merchant be added to the merchant listing
- Click on the “Request New” button.
- Type in the information requested about the merchant on the “Request New Merchant Account” screen that is displayed, and click the “OK” button.
- A confirmation page will pop up on your screen. If all of the information is correct, click the “OK” button. If it is not correct, click the “Cancel” button, make the necessary changes, click the “OK” button, review the confirmation page again for accuracy, and if all is correct, click the “OK” button.
- epay will then display a screen with your newly added merchant listed.
- Repeat this process for each additional merchant that you would like to add to your Merchant Account List.
After I’ve added all of the merchants, to my Merchant Account List, how do I send my payments?
- Under the “Pay It” section, click on “Set Up/Change Payments.” Your Merchant List will be displayed.
- Click the circle next to the merchant that you would like to pay, and click the “Change/Setup” button. Your Billing and Payment information will be displayed.
- In the “Date” field, type in the date that you would like the payment to be 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 that you would like to send the merchant.
- In the “Payment Account” field, use the drop-down arrow, and select the proper account that the money should be debited from.
- In the “Payment 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 the “OK” button.
- A confirmation page will be displayed on your screen. Verify that all of the information is correct.
- If it is correct, click the “OK” button. Print your confirmation page, or do a print-screen, paste it into Word, and save the document.
- If it is not correct, click on the “Cancel” button, make your corrections, click the “OK” button again, and verify the information on your confirmation page again. If the information is correct, click the “OK” button. Print your confirmation page, or do a print-screen, paste it into Word, and save the document.
Repeat this process for each additional merchant that you would like to make a payment to. Please be aware that if your merchant is not set up to receive electronic payments, their payment will be mailed to them, so please allow for mail time.
How do I see all of my payments that I have scheduled?
Under the “Pay It” section, click on “Scheduled Payments”, and a listing of your payments will be displayed.
How do I see all of the payments that I have already made?
Under the “Pay It” section, click on “Payment History.” Fill in the proper search criteria, click the “OK” button, and a list of your payment history will be displayed.
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Federally Insured by NCUA. Your savings federally insured to at least $100,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
