Convert an Auto-Pay Plan from Manual to TopsPay

Ready to stop processing payments manually each month? Let TopsPay do the work! Here's how to convert an existing manual auto-pay plan to TopsPay:

Have the following information ready:

• The credit/debit card number. In some cases you will not need this, but it's a good idea to have it.
• Card type (Visa, Mastercard, etc.)
• The CVV code
• The expiration date
• The billing zip code associated with the payment card

Convert the plan:

1. Go to Matrix > Auto-Pay Plans.
2. Locate the manual auto-pay plan you wish to convert to TopsPay.
3. Right click on the auto-pay plan and select Open Auto-Pay Plan.
4. The Auto-Payment Plan Worksheet will display.
5. Click the Deactivate Plan button. You must do this to make changes.
6. Click the lock icon to the right of the Account Number field and enter your Tops Ortho password.
7. The field will unlock and display the credit card number. Write this down or highlight it and copy it to your clipboard.
8. In the Credit Card Processed Through: window, select TopsPay from the dropdown menu. Press Tab.
9. The TopsPay Pay Merchant window will display:
   1. If the card has been used for previous one-time TopsPay payments, select Use card on file for account holder: and select the card. The information will auto-fill; click Use Card.
   2. If the card has not been used for TopsPay before, select Add and use new card on file.
   3. Enter the Cardholder First Name and Last Name, the Card Number, CVV code, Expiration date and Zip. Click Use Card.
10. Click Record Plan.
11. Click Activate Plan.