uPortal360 Add Charge Guide

This article is meant to serve as a guide in navigating through uPortal360 and submitting an Add Charge. Instructions and examples will be provided for both consumers and merchants.

When can an Add Charge be submitted?

In order to submit a change for an Add Charge, the consumer’s account must meet the following criteria:

1. Account is Active

   1. Closed Accounts or Accounts with a Pending application status cannot request an Add Charge

2. Account is Current

   1. If the account is delinquent, the request cannot be submitted until the consumer has brought it current

3. Account has Credit Available

   1. If the max amount of credit is used, an Add Charge cannot be submitted.

Merchant Adds Charge for Consumer

To Add additional charges to a Consumer’s account, the merchant must access the account via uPortal360. Once the Merchant is in the account, they will navigate the process through the portal using the Add Charge feature located within the Client Actions tab of the sidebar.

Click Client Actions > Add Charge	Enter in Charge Slip Details

Select Create Agreement Type	Send Agreement Confirmation

Agreement Confirmation

Consumer Reviews and Confirms New Charge

When a Merchant adds a charge to a Consumer’s account, the Consumer is responsible for reviewing and confirming these changes.

Select Payment Option	Confirm & Continue

Confirm Autopay	Review & Sign

Review & Sign - Click “Review” to Expand Charge Details	Sign Using DocuSign

Review Agreement & Sign	Finish Signing

Confirmation Screen