To Do List - Payment Details

To Do List - Payment Details

When ACH payment information is still missing for an enabled billing payment type, Payment Details appears in the TO DO sidebar on your employer Home page. The badge shows how many payment types need attention.

Who this is for

Employers.

To complete a Payment Details item:
  1. Select Home in the top navigation.
  2. In the TO DO sidebar, select Payment Details to expand the list.
  3. Select a payment type in the list (BerniePortal, BerniePortal Subscription, COBRA/Pre-Tax Fees, or COBRA Remittance). This opens Payment Methods for that payment type.
  4. Enter the ACH information, then select Save.
After you save, that payment type leaves the TO DO list.

You can also open Payment Methods anytime from Account. See Payment Methods.

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