Manage Accounts Tab

This lesson explains how you can add, view or manage your accounts. In order to post Service Orders, you must have at least one account set up. When you edit your account, the system will delete current account and you must create a new account. Your payments will go directly to Provider Firms ServiceLive Wallet. ServiceLive Wallet deposits are processed from the bank account or credit card you enter on this tab.

1. Navigate to    tab:
   • Click on    tab from Dashboard.
     
   • Click on    tab.
     
   • Manage Accounts tab displays.
2. Bank Account Information – Electronic Funds Transfer (EFT):
   Note:  You will need to complete all information in Bank Account – Electronic Funds Transfer (EFT) section.
   • Type required information in required fields.
   • Click on drop down arrows to display and select choices.
     IMPORTANT:  Please use routing and account numbers from an actual check, as many banks use different numbers on deposit slips.
   • Click on     button.
     
   • If you need to edit your account, click on    button.
     IMPORTANT: This will delete all account information previously entered and you will need to create a new account.
3. Credit Card Account Information:
   • Type required information in boxes.
   • Click on drop down arrows to display and select choices.
     IMPORTANT:  Please use routing and account numbers from an actual check, as many banks use different numbers on deposit slips.
   • Click on    button.
     
4. If you completed all required fields, a   icon displays on Manage Accounts tab indicating successful tab completion.
5. If you have one or multiple data errors, a   icon displays on Manage Accounts tab and errors display in red.