Configuring Automatic Payments

Automatic payments may be configured for the Broker Account. This feature allows the Brokerage Location to setup automatic payments for the Broker Account by providing banking information and setting a date for payment to be made each month. To configure automatic payments, see instructions below:

 

  1. Navigate to the Broker Account screen by clicking the Account tab in the SLIP Navigation Menu.
  2. Click the Configure Automatic Payments hyperlink as a Broker user.
  3. Click the Terms and Conditions hyperlink in the Set Up Automatic Payments panel on the Automatic Payment Manager screen to view the terms and conditions.
  4. Select the checkbox labeled “I have read and accept the Online Payment Terms and Conditions.”
  5. Click the OK button.
  6. Select "Add new banking information..." in the Select your bank information: dropdown.
  7. Enter information in the Bank Name, Name on Account, Routing Number, and Account Number textboxes.
  8. Click the Next button.
  9. Enter information in the Verify Routing Number and Verify Account Number textboxes.
  10. Click the Next button.
  11. If desired, enter information in the TO: and CC: textboxes. Note that you can add multiple email addresses by separating them with a comma.
  12. Select an option in the Day of Month dropdown.
  13. Click theTurn On button.
Hints:

SLA users can log in to SLIP and navigate to the Broker Account screen to view Brokers configured for automatic payments.

The user must accept the Terms and Conditions for the Automatic Payment Manager to complete Automatic Payment configuration.

Update bank information.

  1. Log into SLIP then click the Pay Stamping Fee button on either the SLIP Home screen or under the Account tab.
    • When accessing Payment for the first time, the Terms and Conditions modal will display
  2. Click the Configure Automatic Payments hyperlink as a Broker user.
  3. Select "Add new banking information..." in the Select your bank information: dropdown.
  4. Enter information in the Bank Name, Name on Account, Routing Number, and Account Number textboxes.
  5. Click the Next button.
  6. Enter information in the Verify Routing Number and Verify Account Number textboxes.
  7. Click the Next button.
  8. If desired, enter information in the TO: and CC: textboxes. Note that you can add multiple email addresses by separating them with a comma.
  9. Click Save.

Remove a Saved Bank.

  1. Log into SLIP then click the Pay Stamping Fee button on either the SLIP Home screen or under the Account tab.
  2. Click the Configure Automatic Payments hyperlink as a Broker user.
  3. Select the account from the Select your bank information: dropdown.
  4. Click forget account.