E-Billing / E-Checks (WebChecks) / E-Refunds Instructions.<Top>   [Back *  Home ]

Here are the basic instructions on how to use E-bill Account Suite at UT Martin.

• How Do You Login?
• Make a Payment ( from Home Tab)
• To Review Account (EBills Tab)
• Make Payment, Payment History, and Repeating Payments (Payments Tab)
• To Use The Refunds Tab (Must be setup to receive E-Refunds)
• To Use The Authorized Users Tab
• To Use The My Profile Tab
• General Notes

???  How do you login? Top

• Students, Faculty, and Staff can Logon through the Portal

1. Click Banner after logging into the Portal, see Figure 31.

2. Click Online Payment Options from the Personal Information menu, see Figure 32.

3. Click E-Bills / E-Checks (Web-Checks) / E-Refunds to be Automatically Logged On

• Logon Directly (Authorized users must use this option)

1. Select E-Billing / E-Checks / E-Refunds from the MAIN QUICK LINKS menu on WWW.UTM.EDU web site, see Figure 30.

2. Or click Student Account Billing Suite to take you to immediately to the WEB site, see Figure 1.

3. Logon using your ID and PIN (your PIN is the 1^st 6 positions of your Portal password).

4. Authorized uses use their full email address and password.

A.  Make a Payment ( from Home Tab) Top

1. Click Make a Payment, see Figure 2.

2. Select a Payment Method (Web-Check-ACH, Credit Card, or any saved payment method), see Figure 3  

3. Select Payment Options (amount, memo, term, and payment date), see Figure 4

4. Review the Payment Confirmation step and click Submit Payment, see Figure 5.

5. Optionally, Print Confirmation receipt, see Figure 6.

6. You will receive Email Confirmation receipt, see Figure 7.

B.  To Review Account (EBills Tab) Top

1. Click on the Ebills Tab (defaults to the Account Summary sub tab).  The account summary is at the top, see Figure 8

2. The bottom of the Account Summary sub tab list you most recent Statement (Figure 9)

3. Click the Recent Account Activity sub tab (Figure 10) to review account activity data

C.  Make Payment, Payment History, and Repeating Payments (Payments Tab) Top

1. Click on the Payments Tab (defaults to the Make a Payment sub tab). 

2. Click Pay to make a payment, see Figure 11.  It is the same process as part A of this URL, except you click a different link to start.

3. Click the Payment History sub tab to search past transactions made. Figure 12 shows the search screens and Figure 13 is an example of output

4. Click the Automatic Bill Payment sub tab to setup repeating payments, see Figure 14 and Figure 15. It can be set up to automatically pay bills using either Credit Cards or Web-Checks.  The payments are processed by a batch process that runs behind the scenes.

D.  To Use The Refunds Tab (Must be setup to receive E-Refunds) Top 

1. Click on the Refunds Tab (defaults to the Refund Account Setup sub tab). 

2. After screen refreshes, click on the Payment Profile tab just below the main tabs, see Figure 16.  This takes you to the Payment Profile sub tab of the MyProfiles main tab.

3. For E-Refunds add Bank Account (checking/savings) and click GO, see Figure 17.

4. Fill out form after screen refreshes, see Figure 18.

5. Please Note:  Account Numbers for Bank of America only must be 10 digits.  If your account number is less than 10 digits then Left-Fill the spaces with zeros (i.e. 123456 would be 0000123456).

6. Be sure to CHECK the Refund Option select box at the bottom of the form and Click Save.
7. After screen refreshes, you should be able to Edit or Delete that payment profile.

E.  To Use The Authorized Users Tab Top

1. You can give others (parents, employers, etc.) the ability to access your account information and pay your bills.  They will get their own login and password.

2. Click the Authorized Users Tab , see Figure 19.

3. Enter email Address, set options, and click Add Users , see Figure 20.  Please note that you will be able to change these options later or delete the Authorized user.

4. Confirm with last 4 digits of you ID after to read agreement and click I Agree , see Figure 21.

5. The new authorized user will be emailed further instructions , see Figure 22 and Figure 23.

6. The Authorized user logs into E-Bills and completes their Profile Setup, see Figure 24.  You must change you password and it must not be less than 8 character long.

7. After the Profile Setup is completed, the Authorized is logged in.  

F. To Use The My Profile Tab Top

1. Personal Profile - You may update your personal profile and preferences here. If you choose to enter a secondary e-mail address (in addition to your school-assigned address), e-mails generated by this system will be sent to both addresses, see Figure 25.

2. Payment Profile - You may store payment profiles by entering the account information of your preferred credit card(s) or bank account(s). To store a profile, select the payment method from the Add A Payment Method drop-down list and click Go, see Figure 26.

3. Example of a ACH account with E-Refund option, see Figure 27.  NOTE: Only one bank account can be designated to receive refunds.

4. Example of a Credit Card account with E-Refund option, see Figure 28.

5. Note:  Choose a meaningful names for both examples that will allow you to easily recognize and reuse this payment method in the future.

General Notes: Top

• A default term code is set, but make sure you are paying for the correct term.

• All E-Bills payment transactions immediately seen in you UT Martin account.

• ACH transactions will take 1 to 3 business days to show up in your personal bank account.

• Credit Card transactions will settle by midnight of each day.

•  Statements, Payments, Refunds, and etc... will trigger Emails to be sent to you.

• The Bank Account and Credit Card Numbers are encrypted when saved as payment methods.

• There are Email and Logout links in header of WEB page

• Link was added get back to the Online Payment Options in Banner Web or Student Self Service, see Figure 2 and Figure 29

• UT Martin "More Information" page is now being reviewed for content, see Figure 28

• Authorized uses use their full email address and password.  Authorized uses Passwords must not be less than 8 characters in length

Need Additional Help?  For Online Self Help and phone numbers click here.  Alternatively, call the Help Desk at extension HELP(4357), extension 7900, or send an e-mail to: helpdesk@utm.edu. (Helpdesk and ITS are ready to answer any questions or determine the best solution to your request or issue.)

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 dbloodworth@utm.edu -- This page was last modified on August 2, 2006 by CDB.

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