Consumer Experience

Login Process
Consumers may login to the Take Web Payments solution using their Email Address or their Reference Number.  Upon the first login, a system generated ema...
Wed, 10 Feb, 2021 at 10:51 AM
Consumer Main Page (After Login)
Once the consumer logs into the site, they will see a list of their accounts. In the screen shot below, the consumer only has one account. When they have mu...
Fri, 5 Jul, 2019 at 6:38 PM
Payment Options
The payment options available to a consumer can be configured to meet your needs. The Agency decides which consumer can make payment and what type of paymen...
Wed, 19 Oct, 2022 at 7:43 AM
Checking Account (ACH) Payment Screen
The screenshot below shows the user making a one-time ACH payment.
Fri, 5 Jul, 2019 at 6:47 PM
Recurring Payments
When a user chooses to setup recurring payments, they will have to fill out some additional fields. The first payment must always be within 7 days.   ...
Mon, 28 Nov, 2022 at 11:47 AM
What can a consumer do on once logged in?
Once a consumer logs into their site, they will have access to one or more accounts. On their home page (after logging in), they will see a list of all of t...
Wed, 29 Dec, 2021 at 9:53 AM
First Time Users, Create New Account
Create New Account The first time logging into the Customer Portal you must register with an email to be associated with your account(s) on file. To create...
Thu, 2 Mar, 2023 at 2:13 PM
How a Consumer Can Opt-Out of Communications
Consumers need to have a way to quickly and easily opt-out of communications either email, text or phone calls with little fuss. To accomplish this the cons...
Tue, 16 Nov, 2021 at 10:23 AM
There are times when a refund needs to be processed and they are not processed directly from the portal. The refunds are processed at the agency level. ...
Wed, 26 Oct, 2022 at 4:08 PM
Portal - How are users authenticated?
In order to use a TWP site, a user must have an existing account with an agency. During their first visit to the site the user is required to register. Thi...
Wed, 21 Dec, 2022 at 10:22 AM