On WinRed, Bill-Pay is a service that allows vendors to collect fees on donations on their clients' pages and upsells.

Bill-Pay is a service that allows candidates and organizations to pay a vendor via WinRed automatically. Candidates can connect to a vendor's account, add that vendor to a specific page or upsell, and set a percentage of donations that will go to the vendor.

This is an easy way to eliminate the need for invoicing and pay vendors automatically as soon as funds come in.

The flow of funds looks like this:

Bill-pays exist at the individual organization level and can be added to those organizations wherever they appear (on a page, on an upsell, or another candidate's pages and upsells).

To add bill-pay, you need a vendor connection and then set it on the specific page or upsell you want to use. If that page or upsell has multiple organizations on it, note that bill-pay only applies to the organization that has it set. Bill-pay can be set individually for each organization, assuming there is a vendor connection.

The steps below explain how to set this up.

To use the Bill-Pay feature, a vendor must first connect their account to the client's committee account on WinRed.

Once the vendor and committee accounts have been connected, click into the client's account to set up Bill Pay. Head to the Pages tab, then the My Pages subtab. Select the page where you want to add Bill Pay and head to the Committees tab.
​

You will see your committee on the Committees tab. If you don't see it, search for and add it to your WinRed page. This step is crucial. Otherwise, you cannot add your vendor with Bill-Pay attached. Next, select the grey Bill-Pay button and search for your vendor.

Click Add Bill-Pay. Next, you'll need to Select a Vendor and set a Vendor Fee.
​
​

When a vendor is chosen, its name and default vendor fee appear greyed out, as shown below.
​

Once the Bill-Pay button is purple, the fee has been successfully added to the page.
​

Bill-Pay can also be enabled on upsells and subscriptions. To do this, look to the right on the Committees tab in the page builder. You will see a toggle for Upsell Bill-Pay and Subscription Bill-Pay.

When you toggle the Yes button for Upsell Bill-Pay, that means that.

When the Subscription Bill-Pay is set to Yes, subsequent subscription donations will have the same Bill-Pay as the initial donation.
​

You can also add Bill-Pay via Donation and Panel Upsell Cards. To do this, head the Pages tab and Upsell tab from the sub-menu.

Create a new upsell or select an existing Donation or Panel Upsell you want to add to Bill-Pay.
​

To add Bill-Pay to an upsell, navigate to the Add Committees section and select the grey Add Bill-Pay button.

After clicking the Add Bill-Pay button, you can add a Vendor and set the vendor Fee. Once you do this successfully, the Bill-Pay icon will turn grey to purple.
​

On the My Pages tab, you can tell which pages have Bill-Pay added to them if you see the purple Bill-Pay icon.

You can also use the filter tool at the top right corner to view pages with Bill-Pay. Select the Pages with Fees option from the Bill-Pay dropdown and select Done. Then, the My Pages tab will only display pages with Bill-Pay added to them.

Bill-Pay Logs is a tool to manage your Bill-Pay activity. You can see when Bill-Pay was added to a Donation Page, when the vendor fee was updated, and much more!

These logs are viewable in multiple places across the platform, such as the Page Builder and Settings tab.

Regardless of where you are viewing the Bill-Pay logs, they will always display the following information:

When you add Bill-Pay to a Donation Page via the Committees tab, a new tab called Bill-Pay Logs will appear.

Below is a list of activities that could be displayed here.

When creating a Donation or Panel Upsell, you will also be able to track the vendor fees activity there as well. If you create an upsell and scroll to the bottom, you will see the log. It will only present the three most recent activities, with a View All button appearing when there is more information to show. Click View All to see all the information available about upsell's Bill-Pay activity.

Here is a list of events that can be seen when viewing the Bill-Pay Logs for a Donation or Panel Upsell.

In addition to viewing Bill-Pay Logs in the page builder and upsells, you can view them in the Settings tab. Here, you can see all Bill-Pay activity, including Pages and Upsells.

Questions? As always, if you have any questions, contact our team by opening a WinRed chat box at the bottom right of your screen or emailing support@winred.com.