Customer Portal - 2
DCDial's Customer Portal is a secure online web page that allows customers to check their balances, make one-time payments, and create scheduled payments.
The Customer payment portal is accessible from a desktop, tablet, or mobile device. To access the Customer Portal, please navigate to the default domain link and locate your account by entering the account ID.
Once you are logged in, the Dashboard will open where you can see all the information regarding your account.
Reflects the total balance amount of your account.
2. Scheduled payments:
Shows the total scheduled amount of the account and the number of scheduled payments.
3. Next Payment:
Reflects the amount and the due date of the next payment.
4. Accounts:
Contains general information about your account: account ID, balance, status, and last activity. Within this section, you can also view offers (if available) and make a payment directly.
5. Contact information:
Reflects your name, phone number, and email address. The option to modify the contact information allows you to update your mailing address and change your communication preferences.
6. Payment method:
Displays the payment method selected. There is also an option to update your payment method if needed.
7. Current plans:
Shows all your current plans and detailed information about them: start date and end date, the amount and date of the next payment, and selected payment method.
In this section, you can also update the plan or cancel it if this option is enabled.
8. Recent payments:
The list of recently processed payments including payment date, payment method used, amount, the status of the payment, and actions (View receipt, Scheduled payment).
9. Post-dated payments:
Shows all scheduled payments including payment date, payment method, amount, the status of the payment, and actions (View schedule and Modify plan).
By clicking on your name in the top right corner the account menu will open showing the following options:
Profile: contains your contact information: mailing address and communication preferences. In this section, you may update your contact information and verify its accuracy.
My Docs: contain all your payment authorization agreements that may be downloaded in PDF format.
Payment Method: shows the payment method selected and the option to change it by clicking on "Update Payment Method".
Billing History: reflects all your plans including detailed information about each plan: start date and end date of the plan, the amount and date of the next payment, and the payment method selected and the frequency.
In addition, there are the following options on the left side:
- indicates that the plan is Active or - indicates that the plan is Completed.
- allows to View the plan. By clicking on this icon, you will see Scheduled Payment Preview (the dates and total amount of each payment, the ending balance of the account, and the status of the payment):
- allows to Modify the plan.
- allows to Cancel the plan.
Make Payment: the option to process the payment directly by entering your account details, choosing the payment method, and entering your billing address and transaction amount. There is also an option to schedule the payment.
Logout: this allows you to log out from the customer portal.
If your account is eligible for an offer, you will see a “View Offers” button. By clicking on it, you may choose one of the options to take advantage of the offer.
Custom offers: Depending on the terms of the offer, you can get a discount in a fixed amount or as a percentage of your original balance. The offer may include a one-time payment or scheduled payments depending on the terms. If you wish to accept the offer, enter your payment details and submit.
Budget calculator: this option will help you to decide how much you can pay monthly depending on your budget. You may add your monthly income and expenses by moving the slider or entering the amount. Once set up, please click on Next -> Proceed with the payment.
Based on your monthly income and liabilities, the system will calculate an affordable monthly payment offer for you.
Monthly installment: this offer type is used to apply a specific discount based on a calculation formula given by the company.
Please move the range slider indicating the number of months you want to set up and you will see the estimated monthly discount, by decreasing the number of installments you will get a higher discount percentage. Below, you will see the monthly payment amount, the effective discount, and the total payment amount. The diagram will show you the total discount and total payment in percentage.
Once set up, please click "Proceed to Payment" and enter the payment details. Below, you will see your payment schedule. Click on "Next" in order to proceed.
By clicking on the "Make Payment" button, you will be redirected to the page where you
can enter payment details:
Account Details: reflects your name, balance, account ID, and account description.
Payment Method: this allows you to determine which type of payment you prefer.
Choosing the Credit Card option, you will be prompted to enter your credit card details (CC number, expiration date, CVV, and ZIP code) and to confirm the payment.
Credit card payments are now secured with the 3D Secure Authentication Method.
Your payment method details will be securely stored for your convenience, enabling effortless use during your next payment.
The ACH Debit option allows you to pay by providing your bank account details and authorizing the system to debit your account directly. Please select your institution, enter your credentials, and click on Continue in order to submit.
Wire Transfer: this option allows you to send money to your debtor’s virtual bank account from your online bank interface or in-person bank branch. Please note that money should be sent before the due date, otherwise the payment will be considered as failed.
PayPal: after confirming your payment, you will be redirected to PayPal to complete your payment securely. Please log in and authorize the payment to proceed.
A Billing Address is an address associated with your credit or debit card account.
Transaction Amount: payment amount will be automatically calculated based on the current balance divided by the total number of scheduled payment transactions. Turn on the toggle switch toggle_switch if you want to create a payment schedule.
Schedule Payment option allows you to split your payment into several transactions of your choice.
- Start Date: enter a start date to establish when the first scheduled payment begins.
- Number of Transactions: select the total number of payment transactions you would like to schedule.
- Frequency: select the desired frequency of payment transactions (daily, weekly, monthly, etc.).
- Schedule Amount: define how you want the amount per transaction to be calculated:
Auto: this option will divide the total balance by the number of transactions. If you select this option, the transaction amount will be shown automatically calculated.
Custom: define a custom amount for each transaction. This option also gives you the possibility to select the transaction type: amount or percentage.
- Transaction Amount: enter a value to automatically calculate the total payment amount. The amount will be calculated based on the current balance divided by the total number of scheduled payment transactions.
- Transaction Type: you can either enter an amount or select a percentage of the total amount for each transaction.