BillFlash Sub-Accounts
ICANotes customers with the BillFlash integration now have the ability to create sub-accounts on a site-by-site basis.
Group Administrators will begin by navigating to Group Level Settings and Directories and selecting the appropriate Site within Sites/Letterheads, then clicking into the Integrations tab. If the Facility Info tab contains address information, it will automatically populate within the BillFlash Sub-Account screen. If instead you see red boxes in any of the Return Address Name, Street Address, or Zip fields, you'll need to return to Facility Info to complete this information before continuing with sub-account creation.
Click to Create BillFlash Sub-Account. (Note: this button will only appear when the site does not already have a sub-account) You'll receive a prompt asking you to verify you want to create a sub-account for the chosen site. Click Create to proceed or Cancel to return to Settings.
You'll receive a second prompt confirming the sub-account has been created, and instructing you to login to your BillFlash account to begin the approval process. This step is necessary in order to activate the sub-account on BillFlash's side. If the creation fails, you will instead see a dialog box warning ICANotes was unable to create the BillFlash sub-account, as well as error details.
Click OK to return to Settings. The BillFlash Sub-Account indicator will have turned from red to green, indicating setup on the ICANotes side is complete.
Note the text area beneath the sub-account's name, address, and zip code: Any changes to this site's Letter Address, post successful sub-account creation & activation, will require the creation of a new sub-account.
Login to your BillFlash account to continue sub-account creation.
From the navigation menu, go to Send Bills, then click Approve Files.
In the Pending Files tab, locate the new sub-account, which will indicate Pending Sub-Account Creation. Click to Proceed.
In the pop-up, click the radio button to Yes - Activate this New Pending Sub-Account, then click to Accept & Go to Approve.
As a last step, you'll want to make sure you enable ePay for the sub-account if you intend to take credit card payments at this site. To do this, navigate in BillFlash to My Account > Services and locate the new sub-account. In the ePay column, click to Activate the site.
For further assistance, or if you have any questions on BillFlash, reach out to our Support team via phone (443)569-8778 or email ticket@icanotes.com.
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