Add an Escrow Payment

Contractors can make escrow payments in Public Access.

PREREQUISITES: The Enable payments preference must be set in Admin. See Configure Public Access Preferences in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. The Allow Bulk Payments and Add Escrow Payments security functions must be selected. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. You must be registered as a contractor in Admin. See Contractor Setup in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. Your payment method must be enabled for use in Public Access.

1. From the home page, click Bulk Payment.

2. Click the Add Escrow tab.

The contractor you are registered with displays.

3. If you are registered with more than one contractor, select the contractor you want to add an escrow amount to by using the drop-down list.

4. In the Payment Amount field, enter the amount you want to place in the escrow account.

NOTE: The currency type is automatically set according to your region and cannot be edited. The example below shows euros (€), but US-based users will see USD ($).

5. Click on the Accept payment terms and conditions link to view the payment terms.
6. Click the Accept payment terms and conditions check box to accept the payment terms.
7. Click Make Payment.

The record of your payment is reflected in the Available Escrow Amount fields in the Apply Escrow Payment and Add Escrow Payment tabs.