Contacts
Technical Setup
Portal Setup
Merchant Onboarding
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Preview Portal
  • Contacts
    0%
    Utility Point of Contact
    Technical Contact
    Implementation Manager
  • Technical Setup
    Set Assignee
    Set Due Date
    50%
    The provided Web Server Url is not valid.
    help_outline
    Your public IP address is the IP address that is logged by various servers/devices when you connect to them through your company’s internet connection. Your Internet Service Provider (ISP) assigns this address to your company but it is not always static. It is important that this address does not change so that your web portal continues to function properly. Double check with your ISP to make sure your Public IP is static. If it isn’t, ask them to assign your company a static IP and make a note of it for your records.
    • DNS A Record
    • A Records are the most basic type of DNS record and are used to point a domain or subdomain to an IP address. Assigning a value to an A record is as simple as providing your DNS management panel with an IP address to where the domain or subdomain should point. For CUSI’s purposes, you’ll need to add a DNS A record for payments.<yoururl>.com that forwards to your static public IP
    • SSL Certificate
    • SSL Certificates are small data files that digitally bind a cryptographic key to an organization's details. When installed on a web server, it activates the padlock and the https protocol and allows secure connections from a web server to a browser. In essence, it tells the rest of the world that your site is safe and can be trusted. For CUSI’s purposes, this SSL certificate should be issued for payments.<yoururl>.com and should be able to be installed on your Windows server.

    Whitelist Addresses

    description CWP Hosting

    Portal Resource Group Whitelist IPs
    CUSI-West-2 13.66.212.205, 13.66.160.18, 13.77.175.52, 13.66.169.11, 13.66.165.244

    description Payments

    Resource Whitelist IPs
    Relay Server (Classic) 184.106.88.248, 184.106.88.249

    description CUSI IPs

    Resource Whitelist IPs
    CUSI Corporate Primary 64.233.131.6
    CUSI Corporate Seconday 64.233.146.193, 64.233.146.194, 64.233.146.195, 64.233.146.196, 64.233.146.197, 64.233.146.198, 64.233.146.199, 64.233.146.200, 64.233.146.201, 64.233.146.202, 64.233.146.203, 64.233.146.204, 64.233.146.205, 64.233.146.206
    CUSI Additional 23.96.97.203, 23.96.97.233, 23.96.97.235, 23.96.97.238, 40.112.165.44, 104.42.180.82, 104.42.170.46, 104.42.178.117, 104.42.41.195, 104.42.171.126, 104.42.171.41
  • Portal Setup
    Set Assignee
    Set Due Date
    0%
    • Feature Configuration
      0%
      Allow Bank Draft Management
      Allow customers to manage Bank-related AutoPay and Wallet items.
      Allow Custom Content
      Enables ability to view and delete the custom content that has been uploaded to the site.
      Enable ACH Sign Up
      Allow customers to enroll in AutoPay - ACH
      Enable Recurring Card Sign Up
      Allow customers to enroll in AutoPay - Credit Card
      Manage Wallet
      Allow customers to save and manage payment methods
      Hide Unposted Transactions
      If enabled, transactions will not reflect on the customer portal until posted/closed in the billing system
      Make a Payment
      Allow customers to make a payment
      Request New Service
      Allow customers to submit a 'Request New Service' contact form
      Quick Pay
      Allow customers to make a payment without registering
      Request Service Call
      Allow customers to submit a 'Request Service Call' contact form
      View Delinquency Notices
      Allow customers to view Delinquency Notices on the portal
      View Statements
      Allow customers to view Statements on the portal
      CUSI Payment Services
      Enable the Payment Services Dashboard and allow CUSI Payment Services accounts to be configured on the portal
      Miscellaneous Payments (CUSI Payment Services)
      Allow customers to make non-utility payments with CUSI Payment Services
      Contact Us
      Allow customer to email message to utility
      Update Billing Address
      Allow customers to update their billing address
      Gateway Configuration
      Manage multiple gateway accounts
      Register a New User
      Allow new user registration
      Request Termination of Service
      Allow customers to submit a 'Request Termination of Service' contact form
      Request Transfer of Service
      Allow customers to submit a 'Request Transfer of Service' contact form
      SMS Notification Subscription
      Allow customers to subscribe to SMS notifications
      Update Bill Preference
      Allow customers to update their bill preference
      Update Bill Preference: Print
      Customers may choose to receive printed statements
      Update Bill Preference: Email
      Customers may choose to receive emailed statements
      Print and eBills are Mutually Exclusive
      Customers may not select both Print and eBill for statements
    • Portal Security Settings
      0%
      Login Security
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      Lockout accounts on failed logon attempts help_outline
      Account lockout threshold
      Invalid logon attempts
      Account lockout duration
      Minutes
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      Password Security
      Password required length help_outline
      Contains uppercase letter help_outline
      Contains lowercase letter help_outline
      Contains special symbol help_outline
      Contains number help_outline
      Account Registration Security
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      QuickPay Security help_outline
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    • Payment Form Configuration
      0%
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    • Configure Portal Look
      0%
      Preview Portal
      Company Logo help_outline
      The logo image must be PNG, JPEG, GIF, or BMP format. The original image file size must be less than 512KB. It will be converted to JPEG format and resized to fit the site header area.
      + - restore
      Upload
      Favicon help_outline
      The favicon image must be PNG, JPEG, or BMP format. The original image file size must be less than 512KB. The image will be resized and converted for multiple devices, so a high-quality image is preferred.
      + - restore
      Upload
      Theme Colors
      Select theme colors to generate a theme. Generating a theme will overwrite any existing custom styles.
      Dark Mode (Preview)
      Advanced Theme Configuration
      Upload a custom style sheet to have more control over portal branding. Uploading a file will override theme colors.
      Upload
      Transparent Login Panel help_outline

      Log In

      Login Page Background Images help_outline
      seconds
      Specify up to 6 images to use on the Login page. The original image must be PNG, JPEG, GIF, or BMP format and the file size must be less than 2MB.
      + - restore
      Upload
      Featured Photos help_outline
      seconds
      Specify up to 6 images to use on the Login page. The original image must be PNG, JPEG, GIF, or BMP format and the file size must be less than 2MB.
      + - restore
      Upload
      Bill Form Preview help_outline
      The bill form preview image must be PNG, JPEG, GIF, or BMP format. The original image file size must be less than 512KB. It will be converted to JPEG format and resized as needed.
      + - restore
      Upload
      Scheduled Message Panel Transparent help_outline
      Important Messages
  • Merchant Onboarding
    Set Assignee
    Set Due Date
    0%
    e.g., https://relay.epayub.com/RelayServerApi/api/v0
    Active Credit Card Gateway
    • help Help
      Merchant Application FAQ
      What personal information is being collected?
      Stripe verifies the individual filling out the application on behalf of the business entity using your first name, last name, email address, date of birth, last 4 digits of your SSN, and a colored copy of your driver’s license.
      Why is my personal information being collected?
      Stripe requires personal identification information on the front end to reduce potential fraudsters, acts of terrorism, and problems in receiving payouts. The purpose of having a company representative is strictly for verification, as stated here.
      What will my personal information be used for?
      Stripe uses your personal information to verify a real, low risk individual in the United States is completing the merchant application. It is important to note personal liability is not created when personal information is provided.
      Where is my personal information being stored?
      Stripe keeps your personal information secure and never shares it with others, as stated in their privacy policy here. Stripe makes reasonable efforts to ensure a level of security appropriate to the risk associated with the processing of Personal Data. Stripe maintains organizational, technical and administrative measures designed to protect Personal Data within their organization against unauthorized access, destruction, loss, alteration or misuse. Your Personal Data is only accessible to a limited number of personnel who need access to the information to perform their duties.
      Am I held personally liable for anything related to the Stripe Connect Account Agreement?
      No, the Stripe Connect Account Agreement applies to the business entity or sole proprietorship that is enrolling in Stripe Services and not the individual filling out the application.
    Active E-Check Gateway
    • help Help
      Merchant Application FAQ
      What personal information is being collected?
      Stripe verifies the individual filling out the application on behalf of the business entity using your first name, last name, email address, date of birth, last 4 digits of your SSN, and a colored copy of your driver’s license.
      Why is my personal information being collected?
      Stripe requires personal identification information on the front end to reduce potential fraudsters, acts of terrorism, and problems in receiving payouts. The purpose of having a company representative is strictly for verification, as stated here.
      What will my personal information be used for?
      Stripe uses your personal information to verify a real, low risk individual in the United States is completing the merchant application. It is important to note personal liability is not created when personal information is provided.
      Where is my personal information being stored?
      Stripe keeps your personal information secure and never shares it with others, as stated in their privacy policy here. Stripe makes reasonable efforts to ensure a level of security appropriate to the risk associated with the processing of Personal Data. Stripe maintains organizational, technical and administrative measures designed to protect Personal Data within their organization against unauthorized access, destruction, loss, alteration or misuse. Your Personal Data is only accessible to a limited number of personnel who need access to the information to perform their duties.
      Am I held personally liable for anything related to the Stripe Connect Account Agreement?
      No, the Stripe Connect Account Agreement applies to the business entity or sole proprietorship that is enrolling in Stripe Services and not the individual filling out the application.
    Manually Input Payment Services Account ID
    The given Payment Services account could not be found. Stripe account successfully saved
    check_circle All tests passed
  • Training
    Set Assignee
    Set Due Date
    100%
    Payment Gateway
    Customer Experience in CWP 2.0
    Account Registration Security CWP 2.0
    Web Svc vs FTP
    Quick Pay Security
    Payment Form Configuration
    One Time Credit Card Payment
  • Go Live
    Set Assignee
    Set Due Date
    0%
    • Testing
      Test Portal
    • Sign Off
      I am able to confirm the completion of the CUSI Payment Services implementation process. If any questions or issues arise going forward, we know we can contact CUSI Technical Support.
      Confirm
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