BillPay - Dex

Hi there! Welcome to Dex, Forte's latest and greatest payments application. With Dex, you can view, create, and manage all your transaction data—including customers, payment methods, addresses, and schedules—in one convenient place. You can also view and maintain your merchant account, keep track of your funding entries, resolve disputed transactions, and generate API credentials to connect Dex with your third-party applications.

BillPay Portal User Guide

BillPay Portal Merchant User Guide
BillPay Portal Corporate User Guide

Change the Status of a Portal

Merchants who wish to take their BillPay Portals offline or activate their Portals can request a status change by calling Forte Support. Unlike suspensions, status changes do not require messaging or date/time definitions. Once an Active Portal is put into Inactive status, a 404 error message displays.

Inactivating an Active Portal

To change the status of a merchant's BillPay site to Inactive, complete the following steps:

  1. Search for the merchant's Organization ID. Select the appropriate Organization ID from the displayed list.
  2. Select Locations from the Dex main menu. All the locations that belong to that merchant organization display.
  3. If necessary, search for the desired location by Location Name or filter the list of locations by the numeric Location ID or the Status of the location. The list of locations can also be sorted by alphabetically from A–Z or from Z–A.
  4. After finding the desired Location, click the row on which it's listed. The Location's Details Screen displays.
  5. Click the Bill Pay tab. The merchant's BillPay configuration page displays.
  6. Click  > Set to Inactive in the Summary box. The Set to Inactive modal displays.
  7. Click the Set to Inactive button to confirm the status change. Dex immediately changes the Portal's status and takes the site offline.

Activating an Inactive Portal

To change the status of a merchant's BillPay site to Active, complete the following steps:

  1. Search for the merchant's Organization ID. Select the appropriate Organization ID from the displayed list.
  2. Select Locations from the Dex main menu. All the locations that belong to that merchant organization display.
  3. If necessary, search for the desired location by Location Name or filter the list of locations by the numeric Location ID or the Status of the location. The list of locations can also be sorted by alphabetically from A–Z or from Z–A.
  4. After finding the desired Location, click the row on which it's listed. The Location's Details Screen displays.
  5. Click the Bill Pay tab. The merchant's BillPay configuration page displays.
  6. Click  > Set to Active in the Summary box. The Set to Active modal displays.
  7. Click the Set to Active button to confirm the status change. Dex immediately changes the Portal's status and puts the site online.

Suspend a BillPay Portal

NOTE: Only Forte Enrollment and Implementation Team members will have the appropriate permissions to suspend a merchant location's BillPay Portal.

Merchants can temporarily suspend their BillPay Portals for year-end reconciliation or maintenance purposes. Merchants can schedule these suspensions for a specific window of time and display a message at the top of their BillPay Portals explaining the suspension. When a BillPay Portal is suspended, customers cannot search or submit payments for bills.

Configuring the Suspension

To suspend a merchant's BillPay site, complete the following steps:

  1. Search for the merchant's Organization ID. Select the appropriate Organization ID from the displayed list.
  2. Select Locations from the Dex main menu. All the locations that belong to that merchant organization display.
  3. If necessary, search for the desired location by Location Name or filter the list of locations by the numeric Location ID or the Status of the location. The list of locations can also be sorted by alphabetically from A–Z or from Z–A.
  4. After finding the desired Location, click the row on which it's listed. The Location's Details Screen displays.
  5. Click the Bill Pay tab. The merchant's BillPay configuration page displays.
  6. Click  > Suspend Portal in the Summary box. The Suspend Portal modal displays.
  7. Select whether you want to suspend the Portal Immediately or at a date/time in the future by clicking the applicable radio buttons in the Start Date and End Date fields. Use the date pickers and time selectors in the Start Date and End Date fields to select a suspension date and time range or select Indefinitely to suspend the Portal for an indefinite amount of time.
  8. In the Suspend Message Title field, enter up to 50 characters. The title text will display above the body text in a larger, sans-serif font.
  9. In Suspend Message Body field, enter up to 150 characters. The body text will display beneath the title text in a smaller, sans-serif font.
  10. When you complete the required fields, click the Save button. Dex returns you to the Location's Detail Screen.

Once you place a merchant's BillPay site into a suspended status, the Suspend Message displays at the top of the merchant's BillPay Portal homepage during the date range you provided for the suspension. The following figure displays an example merchant BillPay site currently in a suspended status.

Canceling a Portal Suspension

If at any time you need to cancel a merchant's planned Portal suspension prior to the Suspension End Date, complete the following steps:

  1. Search for the merchant's Organization ID. Select the appropriate Organization ID from the displayed list.
  2. Select Locations from the Dex main menu. All the locations that belong to that merchant organization display.
  3. If necessary, search for the desired location by Location Name or filter the list of locations by the numeric Location ID or the Status of the location. The list of locations can also be sorted by alphabetically from A–Z or from Z–A.
  4. After finding the desired Location, click the row on which it's listed. The Location's Details Screen displays.
  5. Click the Bill Pay tab. The merchant's BillPay configuration page displays.
  6. Click  > Cancel Portal Suspension in the Summary box. The Cancel Portal Suspension confirmation pop-up displays.
  7. Click the Cancel Suspension button to confirm the cancellation. Dex removes the cancellation condition and enables customers to make payments.

Search for a Bill

Dex enables corporate and permissioned merchant (Merchant Admin and Merchant Developer roles) read-only access to billing data that may be pertinent for troubleshooting an issue. The Bill Search Datagrid provides an expandable list of a location's billing data such as customer name and ID, Unique Billing ID, Bill Number, Due Date, Amount Due, and even merchant-defined fields passed in XDATA parameters.

To search for a specific bill, complete the following steps:

  1. Navigate to the Bill Search Datagrid by clicking BillPay > Bill Search in the Dex main menu.
  2. Enter the six-digit ID of the location in the Location Search field. A list of locations display.
  3. Click on the desired location. That location's bill files display along with available search filters.
  4. Scroll through the list of bill files or use the filters to narrow down the list of search results.

Export Bill Data

Dex enables corporate and permissioned merchant users to search for, display, and export bill items that have been processed and uploaded to the Forte bill table. This data can be helpful when troubleshooting billing issues with merchants. The Bill Search Datagrid provides you with an expandable list of a location's billing data which you can then export to a local .csv file that can be uploaded into other applications.

To export billing data, complete the following steps:

  1. Navigate to the Bill Search Datagrid by clicking BillPay > Bill Search in the Dex main menu.
  2. Enter the six-digit ID of the location in the Location Search field. A list of locations display.
  3. Click on the desire location. That location's bill files display along with the available search filters.
  4. Scroll through the list of bill files or use the filters to narrow down the list of search results.
  5. After appropriately filtering the list of bill files you wish to include in the export, click the Export button in the upper right corner of the screen. Dex immediately generates a .csv file that can be downloaded viewed in Microsoft Excel.

View AutoPay Subscriptions

Dex gives corporate and other permissioned merchant users (Merchant Admin and Merchant Developer roles) the ability to look up all of a location's AutoPay subscriptions for troubleshooting and reporting purposes and to delete individual AutoPay subscriptions. It provides information about the customer and payment method, as well as details about the date and maximum payment limit for an AutoPay subscription.

You can sort AutoPay records in ascending/descending order by Created Date, export Autopay records, and refresh the data by clicking the  button. You also can customize the number of items that display using the display dropdown in the bottom left corner.

To access the AutoPay Datagrid, complete the following steps: 

  1. Click BillPay > AutoPay from the Dex main menu.

  2. Begin entering the six-digit ID of the location in the Location Search field. A list of locations display as you type. You can also use the dropdown menu to navigate to the desired location.

  3. Click on the desired location. That location's AutoPay subscriptions display.

  4. To find a specific subscription, use the Customer ID filter to narrow down the results displayed in the datagrid.

The following table provides a brief description of what each column displays on the AutoPay Datagrid:

Column

Description

Date Created

The date when the customer signed up for an AutoPay subscription.

Customer ID

The merchant-provided customer ID for the customer.

Email

The email address (i.e., BillPay user ID) of the customer.

Status

The status of the AutoPay subscription. The following values are supported:

Active
Suspended
Deleted

Method

The customer's redacted payment method used for this AutoPay subscription.

Pay On

The date the customer selected for their AutoPay payment each month. Supported options include the following: 

Due Date
X Number of Days Before Due Date
At Presentation (i.e., when the bill becomes available)

Limit

The maximum payment amount the customer is willing to authorize for a bill.

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