Manage Wallet

The Wallet allows you to save Credit Card and Bank Account information so it does not need to be entered every time a payment is made.

Credit Card Options

  • On the Manage Wallet page, click Add Card To Wallet.

  • The screen expands to add a new card.

  • Enter a Nickname for this card in the Wallet Nickname text field. This is used to make it easy to tell which card is being selected.  

  • Enter the credit card billing First and Last Name and Address, City, State/Province, and State in the appropriate text fields.

    • Verify it matches the credit card's billing information.

  • Enter your card information in the Credit Card Number text field.

    • K12PaymentCenter verifies the validity and type (Visa, MasterCard, Discover, American Express) of the card based on number entered.

      • An error message will appear if an incorrect card number is entered.

  • Select the card’s expiration date from the Card Expiration Month and Card Expiration Year dropdown lists.

  • Click   when completed.

  • To set up another account, click Add Card to Wallet. Up to five accounts can be saved.

  • To delete or change an account, click Edit. 

      • Everything is editable except the card number.  To update/correct a card number, you will need to delete the card and add a new card to the wallet.

        • There will only be a Delete option if no recurring payments are attached to the account.

  • Click to save any changes.

Bank Account Options

  • On the Manage Wallet page, click the Add Bank Account button.

  • Click the Agree button.

    • K12PaymentCenter uses Plaid to connect your K12PC account to your bank.

  • Select your bank or enter the name of the bank in the Search field.

  • Enter your Bank Account credentials.

  • Click the Submit button.

  • Select which account to link to K12PaymentCenter.

    • NOTE: You can only link account one at a time.

  • Click the Continue button.

  • The Plaid launcher will close and the following message will display briefly:

  • When the account has been saved successfully, the following message will display under Manage Wallet:

  • Click the Edit button on the Bank Account you want to make changes to.

  • The following options are available:

      • Edit Wallet Nickname: You can change to nickname assigned to the back account. NOTE: To update/correct bank account information, you will need to delete the bank account and re-add the bank account to your wallet.

        • Enter any changes in the Nickname text field.

        • Click the Save button when complete.

      • Delete Bank Account: Remove the bank account from your Wallet.

        • Click the Delete button.

  • Click the Ok button to confirm or Close to close the window without deleting the bank account.

 


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www.k12paymentcenter.com

K12 Payment Center Help, 08/2020