MyAccount: Claim Credit-Chase Payments
When options are ready for a customer to review, the Service Request in their MyAccount Portal will be updated with those options. If their decision is to accept the Claim Credit and they would like their funds transferred electronically, Chase Payments can be selected.
Customer Process
If customer requests assistance using their portal, use the below process to walk them through accepting the Claim Credit and selecting Chase Payments.
- In MyAccount, click Service Requests.
- Select the correct Service Request.
- Click See Options at bottom of Service Order screen.
- Options will display, select Claim Credit.
- Click Select Payment Option.
- On the Claim Credit Disbursement screen, select Chase Payments.
- Advise customer to verify Email and Mobile Phone are correct and to select the option they would like to receive payment communications
- Click the Terms and Conditions hyperlink to open and read.
- Click the Check Box to agree, then click Save.
- On the Service Order screen, Claim Credit information has now been updated to show the Chase Payment information.
Once Claim Credit has been accepted, the Select Payment Option button will become available.
Email Examples
Below are examples of emails the customer will receive depending on whether they already have a Zelle Account created or not.
Customer has a Zelle Account
Email from Cinch Home Services:
Email from Customers Bank:
Customer does not have a Zelle Account
Email from Cinch Home Services:
Once customer clicks Accept Money, they will be directed to the Chase Website to create an account and link their bank for payment transfer.