Make Pending Payment

Step-by-step instructions for agents to make a payment for their clients when there is a pending payment:

1. After logging in to your agent account, on My Home Page, click on Payment Information.
2. Click on Make Payment.
3. The Payment Options screen will display (see example). Select:
   
   
   • Make full payment for all assigned employers – to make a single payment from the agent’s bank account.
     
     
     4. Enter your bank account information in the ‘Routing Transit’ and ‘Bank Account Number’ fields. Enter the ‘Payment Effective Date’; select the Account Type from drop down menu, click Next.
     5. Review payment information, click Submit.
     6. The Receipt of Payment screen will display.
     
     
     
   • Make payment based on previously submitted information – to make a single payment from the agent’s bank account in the amount determined by the agent.
     
     
     4. Enter your banking account information in the ‘Routing Transit’ and ‘Bank Account Number’ fields. Enter the ‘Payment Effective Date’; select the Account Type from drop down menu, click Next.
     5. Review payment information, click Submit.
     6. The Receipt of Payment screen will display.
     
     
     
   • Edit previously submitted information – to edit a payment on a clients account.
     
     
     4. Select the Pay All Employer Accounts in Full link if you choose to pay the entire amount due on each employer account or enter/edit the payment amount for each employer, click Make Payment.

        NOTE:

        • Under Search Payment Details, you can:
          
          
          1. refine your search to look for one specific employer by entering the employer account number or employer name, click Search. Or,
          2. check the box Display Accounts with Debits Only, to view only your clients that have an amount due on their account, click Search.
          
          
          
        • If there are multiple pages, click Save before moving to the next page.
        
        
        
     5. Enter your banking account information in the ‘Routing Transit’ and ‘Bank Account Number’ fields. Enter the ‘Payment Effective Date’; select the Account Type from drop down menu, click Next.
     6. Review payment information, click Submit.
     7. The Receipt of payment screen will display.
     
     
     
   • Delete previously submitted information:
     
     
     4. The following warning message will display: “all unsubmitted payment details based on payment application file uploads and online edits $$ will be lost”, click Submit.
     5. The Agent Information screen will display indicating all unsubmitted payment information has been deleted.
     
     
     
   • Upload payment application file:
     
     
     4. Click on Browse to locate your file.
     5. Select the name of the file to be uploaded, click Open. The title of your wage detail file should appear in the ‘Browse box’, click Submit.
     6. Review uploaded information, click Make Payment.
     7. Enter your banking account information in the ‘Routing Transit’ and ‘Bank Account Number’ fields. Enter the ‘Payment Effective Date’; select the Account Type from drop down menu, click Next.
     8. Review electronic check information, click Submit.
     9. The Receipt of Payment screen will display.