Use a Wallet Balance to Pay for a One-Time Charge

For Members

Members can use a Wallet balance to pay for One-Time Charges. Note the following important points about Wallet balances.

• Members can pay for One-Time Charges with either Member or Household Wallet balance funds.
• On the Member Portal and the mobile app, a Member must add a regular payment method (credit/debit card or ACH account) to use Wallet funds for payment, even if the Wallet balance amount is sufficient to pay the full amount of the OTC. This is not true of OTC payments made through a Payments-templated website page on your public website.
• Payments made using Wallet balance funds are not subject to transaction fees. The funds are applied directly to the amount due with no need for transaction processing, so no transaction processing fees are added to the payment.
• If the selected Wallet’s balance funds are less than the cost of the OTC, the Member can combine the two payment sources on one transaction.

From the Mobile App or Member Portal

Mobile App access

1. Log in to the app on your mobile device.

Member Portal access

1. Load your website and click on the “Login” link at the top right of any page.
2. Enter your e-mail address and password.
3. Click on the “LOG IN” button.
4. Click on the “Hello, [Your NAME]” dropdown menu at the top right to open it, and choose “Member Portal.” If you do not see a “Member Portal” item in this menu, please use the separate instructions for payments on your website. NOTE: If your site is set up to log straight in to the Member Portal, you do not need to access the “Hello, [Your Name]” dropdown menu to access the Member Portal.

Payment process

1. Locate and tap or click on the button that loads your Payments feature. It may be called “Payments,” “Pay Dues,” “Online Payments,” etc.
2. On the Payments window, locate the desired OTC and tap or click on it to open it.
3. In the “Make a Payment” window that opens, review the OTC to ensure that it is the desired item. You will see the current date, the amount of the OTC, any applicable sales tax, and the total payment amount.
4. Tap on the name of an existing payment method to select it. For instructions on how to add a payment method, please see the “If you chose ‘Card'” or “If you chose ‘ACH'” section of the “How to Set Up a Payment Account and Pay an Invoice or a One-Time Charge in the App” topic.
5. Once you have added and selected a payment method, tap or click on the “Use my wallet” dropdown menu to open it. Tap or click on the name of the desired Wallet to select it.

Tap on the “Make a Payment” button to complete the process. A confirmation screen lists the name of the OTC and the amount of the transaction.

• To cancel the payment process, tap on the “<" to the left of "Make a Payment" at the top of the window.
• You will receive an e-mail message that acknowledges your payment.

From your community’s public site

1. Load your website and click on the “Login” link at the top right of any page.
2. Enter your e-mail address and password.
3. Click on the “LOG IN” button.
4. Locate and tap or click on the button that loads your Payments feature. It may be called “Payments,” “Pay Dues,” “Online Payments,” etc.
5. In the “Make a Payment” window that opens, locate the OTC for which you want to pay and click on the “Make Payment” button to proceed.
6. In the “ONE-TIME CHARGE” window that opens, review the OTC to ensure that it is the desired item. You will see the current date, the amount of the OTC, any applicable sales tax, and the total payment amount.
7. Click on the “Make Payment” button to proceed.
8. In the “ONE-TIME CHARGE INFORMATION” window that opens, click on the “Use Wallet” dropdown menu to open it, and click on the name of the desired Wallet to select it.
9. Add any applicable comments about your payment in the “Payment Comments (Optional)” box. Click on the “Back” button to return to the previous screen or the “Make Payment” button to continue.
10. In the “ONE-TIME CHARGE PAYMENT SUMMARY” window that opens, review your transaction. Click on the “Back” button to return to the previous screen or the “Make Payment” button to continue.
11. You will receive an e-mail message that acknowledges your payment.