E-Bill Service Activation Add Page - Fields

This page contains two sections. To jump directly to a section, click one of the following section links:

Biller Information
Service Holder Information

Biller Information Section
Field Definition
Name The name of the biller.
ID The identification number assigned to the biller.
Account Status The processing status of the e-bill service activation order. Valid values are New Order (0), Sent to Biller (4), Received Confirmation (5), and Request Rejected (7).
Phone The biller's phone number for customer information.
Bill Type A code that categorizes the electronic bill on the basis of its origin. Valid values are:
  • E-Bill (E) for an e-bill from CheckFree's electronic billing service.
  • Scrape (S) for an e-bill from CheckFree's scrape and pay function.
  • Scan (P) for a scanned e-bill (function not currently available).
Account # The customer's account number with the biller.
Routing Zip Code The ZIP Code of the remit center to which payments are directed.
Payee Account # The account number for the payee.
Payee ID The system-generated identification number of the payee.
Activation Method Indicates whether the e-bill service was activated by e-bill auto-activation or by the customer. Valid values are Auto and Subscriber.

Note: If you add an e-bill service request for the customer, the system designates the method as subscriber activation.

Biller Zip Code The ZIP Code for the address where the biller's services are provided. The ZIP Code may be different from the customer's ZIP Code.
Suppress Paper Bill Indicates whether a subscriber whose service has been auto-activated chooses to discontinue paper bills for the account. Valid values are Yes, No, Not Allowed (biller does not permit suppression of paper bills), and Ask Again.

Auto

pay Status

 The current status of the Auto-Pay process as it relates to the service activation order. Valid values are Pending (P), Active (A), and Inactive (I).
Auto Limit Amount The maximum amount set by the customer for an Auto-Pay payment. Bills at or below this amount will be paid automatically.
Always Pay? Indicates that the customer authorizes automatic payment on receipt of all e-bills from this biller, without regard to the amount of the bill.
Auto Account Type The type of account to be debited for Auto-Pay. Valid values are:
  • Demand Deposit Account (DDA)
  • Money Market Account (MMA)
Auto Account # The account number of the bank account to be debited for auto-payments.
Auto Routing # The routing number of the bank account to be debited for auto-payments.
Service Holder Information
Service Holder Type Code that identifies the service holder as an individual (I) or a business (B).
Business Name

The name of the business, if applicable.

Note: If the Service Holder Type is B for Business, the Business Name field is required.

First Name

The first name of the person that the biller is providing service for. This name may be different from the customer's name.

Note: If Service Holder Type is I for individual, both the First Name and Last Name fields are required.

Middle Name The middle name of the person that the biller is providing the service for. This name may be different from the customer's name.
Last Name

The last name of the person, as provided by the biller. This name may be different from the customer's name.

Note: If Service Holder Type is I for individual, both the First Name and Last Name fields are required.

Address1, Address2, Address3 The address where the biller's services are provided. This address may be different from the customer's address.
Day time Phone The daytime phone for the recipient of the biller's services. This phone number may be different from the customer's daytime phone number.
Evening Phone The evening phone for the recipient of the biller's services. This phone number may be different from the customer's evening phone number.
City The city where the biller's services are provided. The city may be different from the customer's city.
State The state where the biller's services are provided. The state may be different from the customer's state.
Country The country where the biller's services are provided. This country code may be different from the customer's country code. The default value is USA.
Zip Code The ZIP Code for the address where the biller's services are provided. The ZIP Code may be different from the customer's ZIP Code.
Province The province where the biller's services are provided. This province code may be different from the customer's province code.
Postal Code The postal code of the location where the biller's services are provided. The postal code may be different from the customer's postal code.
Biller Verification Label The label provided by the biller for the information required from the customer for verification of service activation.
Biller Verification Info The information provided by the customer to meet the biller's verification information requirement.
Send E-bills by E-mail Indicates whether the customer wants e-bills delivered by e-mail. Valid values are N (no, do not deliver e-bills by e-mail) and S (deliver summary portion of bill by e-mail).
Note: Additional options will be available in a later release.
Note: An e-mail delivery request will not be accepted unless both the biller and the sponsor allow bills to be delivered by e-mail. If either the biller or the sponsor does not offer e-mail delivery, then the request results in an error message.
E-Mail Address The customer's e-mail address. An entry is required if the customer chooses to have e-bills sent by e-mail and an address is not already on file.
Note: The address must contain the @ sign and a period (for example, jdoe@checkfree.com). If you change a displayed address, the new address submitted on this page replaces any address information previously submitted on the Customer Detail page.
Send E-mail Address to Biller Indicates whether the customer authorizes disclosure of the e-mail address to the biller. The default state is unchecked.
Reminder E-mail? Allows you to indicate whether the customer wishes to receive e-mail messages to remind them to pay their e-bills.
Last Maintenance Date The date of the most recent change to this information.