After setting up a recurring payment, an email receipt is sent. This also occurs when a payment is made. At the bottom of the email message is a link that says “Go to my Portal.” Clicking on it forwards on to the payment portal area of FRONTSTEPS.
On first sign in, it will ask to set up a 4-digit PIN rather than using a password. If it is already set up, it will simply ask for the 4-digit PIN.
From there the payment dashboard will come up. Click on “Scheduled Payments” to see their recurring payments.
Within the “Scheduled Payments” area, it will show the payment, and the ability to “EDIT” or “DELETE” it. Also, if needing to set up a new one, the “+ New Scheduled Payment” option can be used
Now we are at the “Edit Scheduled Payment” page that will look exactly like the original page when setting up a recurring payment. User makes the changes and will click “Edit Scheduled Payment.”
This will actually create a new “Scheduled Payment” and delete the old one. Therefore, the user will receive two email receipts.