Payment Instruments Video Series

This video series demonstrates the new payment instrument and wallet functionality. Payment instruments include credit cards, checking accounts, and savings accounts. The wallet provides the ability to add a reusable payment instrument for a debtor’s immediate or future payment transactions. You can add payment instruments and save them to a debtor’s wallet. A wallet can have one or more payment instruments that you can use for immediate and future payment transactions. Payment instruments that you save to a debtor’s wallet are available each time that you log on to Latitude. You can also add payment instruments without saving them to a debtor’s wallet. These payment instruments are available during your current Latitude session only. They are not available the next time that you log on to Latitude.

Adding a Credit Card to a Debtor’s Wallet

This video demonstrates how to add a credit card to a debtor’s wallet.

Adding a Checking or Savings Account to a Debtor’s Wallet

This video demonstrates how to add a checking or savings account to a debtor’s wallet.

Selecting a Payment Instrument from a Debtor’s Wallet

This video demonstrates how to select a payment instrument from the debtor’s wallet and use it for payment in an arrangement.

Looking up a Payment Instrument

This video demonstrates how to look up a payment instrument that is available during your current Latitude session only.

Changing the Payment Instrument for a Single Payment

This video demonstrates how to change the payment instrument for a single payment in an arrangement only.

Changing the Payment Instrument for Multiple Payments

This video demonstrates how to change the payment instrument for multiple payments in an arrangement.