Quick Start Guide to Zoomit with ING Home`Bank

Quick Start Guide
to Zoomit with
ING Home’Bank
W WW.IN G.BE
1
Contents
1. What is Zoomit?
3
2. How can I view documents via ING Home’Bank?
4
2.1. Starting off
4
2.2. It is your ING Home’Bank account and you are the holder
of the provided document. 9
2.3. It is your ING Home’Bank account and you are not the holder
of the provided document
18
2.3.1. The document holder has agreed to allow all persons who
have authority over this account to be able to view these
documents (see Section 2.2).
18
2.3.2. The document holder has not agreed to allow all persons who
have authority over this account to also be able to view these
documents (see Section 2.2).
20
2.3.3. The document holder has not agreed to receive the documents
via Zoomit (see Section 2.2) and the document is confidential
(see Section 1).
20
2.3.4. The document holder has not agreed to receive the documents
via Zoomit (see Section 2.2) and the document is not confidential
or is a business document (see Section 1).
21
3. How can I pay my Zoomit bills and invoices easily via ING Home’Bank?
31
2
1. What is Zoomit?
• Zoomit is a product of Isabel NV, a company that was established in 1994 by the major
Belgian banks. Isabel NV has more than 10 years of experience in securing electronic
transactions in the professional sector. More than 25 Belgian and international banks
are associated with Isabel NV. Visit the Isabel BV website at www.isabel.eu or the
Zoomit website at www.zoomit.be.
• Zoomit displays a wide variety of documents, such as bills and invoices, credit notes,
direct debit notifications and payslips, in digital form via ING Home’Bank, so they no
longer have to be sent by post. This is safer, faster, more secure, and kinder to the
environment. It also ensures that these documents do not get lost or forgotten.
• Each document is assigned one of three statuses by the document supplier:
-Confidential document (such as a payslip)
-Non-confidential document (such as an electricity or water bill, etc.)
-Business document (for documents exchanged by parties in a business relationship).
• The Zoomit icon can have four different colours:
- Purple
: click to view a list of documents for the account concerned.
- Red
: bill or invoice not yet paid.
- Orange
: document not yet read.
- Green
: document already processed (old document).
• The documents that you can view via ING Home’Bank and Zoomit cannot be viewed
by the bank or by Isabel NV. Only the user and the party that provides the document
can view the document.
3
2. How can I view documents via ING
Home’Bank?
2.1. Starting off
• Open ING Home’Bank in the usual manner.
Option 1:
• You see a purple Zoomit icon next to your ING Current Account(s), ING Green
Account(s), or ING Lion Account(s). Click the Zoomit icon to display a window with an
overview of the documents linked to the ING Current Account, ING Green Account, or
ING Lion Account.
4
• You will see an overview of all documents available for this account.
• You can view documents for another account by selecting the account number and
clicking “Go”.
5
• You can sort these documents by any column (5/6).
• Click the Zoomit icon next to the document you want to view.
The Zoomit icon can have three different colours here:
- Red
: bill or invoice not yet paid.
- Orange
: document not yet read.
- Green
: document already processed (old document).
• Go to 2.2. if you are the owner of the document or to 2.3. if you are NOT the owner of
the document.
6
Option 2:
• Click “Zoomit” in the “Services” menu.
• Select an account number and click “Go”.
• You will see an overview of all documents available for this account.
• You can view documents for another account by selecting the account number and
clicking “Go”.
7
• You can sort these documents by any column (5/6).
• Click the Zoomit icon next to the document you want to view.
The Zoomit icon can have three different colours here:
- Red
: bill or invoice not yet paid.
- Orange
: document not yet read.
- Green
: document already processed (old document).
• Go to 2.2. if you are the owner of the document or to 2.3. if you are NOT the owner of
the document.
8
2.2. It is your ING Home’Bank account and you are the holder of
the provided document.
• Click the Zoomit icon next to the document you want to view.
The Zoomit icon can have three different colours here:
- Red
: bill or invoice not yet paid.
- Orange
: document not yet read.
- Green
: document already processed (old document).
• The first time you do this, a registration screen will appear in a new window with
information about the recipient, third-party access, and the Conditions of Use for
Zoomit users.
9
• This new window is opened in your browser in a secure environment with the Zoomit
logo. ING Home’Bank remains active in the background for 5 minutes. This period can
be extended by clicking “Yes” when the following window appears:
• The registration form must be completed once for each new sender, each client number
and each type of document.
• Tick the option “I agree to receive my documents in Zoomit according to the terms of
use mentioned below”.
• Then select either “Yes” to allow all persons having authority over this account to view
these documents, or “No” to prevent these persons from viewing these documents.
• Next, select how often you want to receive e-mail notifications: for every new
document, once a week, or never. If you wish to receive e-mail notifications, enter your
e-mail address.
• Click “Confirm” to confirm your agreement.
• From now own, you can view your electronic documents via ING Home’Bank whenever
you wish.
10
• A new window in a secure environment with the Zoomit logo will be opened for this
purpose in your browser. ING Home’Bank remains active in the background for 5
minutes. This period can be extended by clicking “Yes” when the following window
appears:
• Your electronic documents look the same as their paper counterparts. Full contact data
is shown at the top of the screen, in case you have any questions about the content of
the document.
• You can also save or print these documents.
Note: you must have a PDF reader to view the documents via ING Home’Bank.
If necessary, download the Adobe Acrobat Reader program free of charge.
11
To modify third-party access:
• Click a red, green or orange Zoomit icon.
• A new window is displayed with the document corresponding to the Zoomit icon that
you clicked.
• This new window is opened in your browser in a secure environment with the Zoomit
logo. ING Home’Bank remains active in the background for 5 minutes. This period can
be extended by clicking “Yes” when the following window appears:
12
• In the menu on the left, click “Overview” under “My senders”.
• Click “Details” next to the sender or document type for which you wish to modify thirdparty access.
13
• Click “Modify” (at the bottom right).
• Click “Yes” or “No” under “Third party access”
• Click “Confirm”.
To change your e-mail address or the frequency of e-mail notifications:
• Click a red, green or orange Zoomit icon.
14
• A new window is displayed with the document corresponding to the Zoomit icon that
you clicked.
• This new window is opened in your browser in a secure environment with the Zoomit
logo. ING Home’Bank remains active in the background for 5 minutes. This period can
be extended by clicking “Yes” when the following window appears:
• Click “My profile” in the menu on the left.
15
• Click “Modify”.
16
• Change your e-mail address, notification frequency, and/or language.
17
• Click “Modify”.
2.3. It is your ING Home’Bank account and you are not the
holder of the provided document
2.3.1. The document holder has agreed to allow all persons who
have authority over this account to be able to view these documents (see
Section 2.2).
• You can view the documents via ING Home’Bank and Zoomit. To do so, click the Zoomit
icon next to the document that you want to view.
The Zoomit icon can have three different colours here:
- Red
: bill or invoice not yet paid.
- Orange
: document not yet read.
- Green
: document already processed (old document).
18
• A new window in a secure environment with the Zoomit logo will be opened for this
purpose in your browser. ING Home’Bank remains active in the background for 5
minutes. This period can be extended by clicking “Yes” when the following window
appears:
• Your electronic documents look the same as their paper counterparts. Full contact data
is shown at the top of the screen, in case you have any questions about the content of
the document.
19
• You can also save or print these documents.
Note: You need a PDF reader in order to read these documents via ING
Home’Bank. If necessary, download the Adobe Acrobat Reader program.
2.3.2. The document holder has not agreed to allow all persons who have
authority over this account to also be able to view these documents
(see Section 2.2).
• You cannot view the documents if the document holder has not agreed to allow this.
2.3.3. The document holder has not agreed to receive the documents via Zoomit
(see Section 2.2) and the document is confidential (see Section 1).
• You cannot view the documents if the document holder has not agreed to allow this.
The document holder can only agree to this via his or her own ING Home’Bank account.
Consequently, confidential documents can only be viewed via ING Home’Bank
if the document holder also has an ING Home’Bank account.
20
2.3.4. The document holder has not agreed to receive the documents via Zoomit
(see Section 2.2) and the document is not confidential or is a business
document (see Section 1).
• Click the Zoomit icon next to the document you want to view.
The Zoomit icon can have three different colours here:
- Red
: bill or invoice not yet paid.
- Orange
: document not yet read.
- Green
: document already processed (old document)
• The first time you do this, a registration screen will appear in a new window with
information about the recipient, third-party access, and the Conditions of Use for
Zoomit users.
• This new window is opened in your browser in a secure environment with the Zoomit
logo. ING Home’Bank remains active in the background for 5 minutes. This period can
be extended by clicking “Yes” when the following window appears:
21
• The registration form must be completed once for each new sender, each client number
and each type of document.
• Tick the option “I agree to receive my documents from now on via Zoomit in
accordance with the Conditions of Use stated below”.
• Enter the Zoomit code shown on the paper copy of your bill or invoice.
• Next, select how often you want to receive e-mail notifications: for every new
document, once a week, or never. If you wish to receive e-mail notifications, enter your
e-mail address.
• Click “Confirm” to confirm your agreement.
• From now on, you can view the electronic documents via ING Home’Bank at any time.
• A new window in a secure environment with the Zoomit logo will be opened for this
purpose in your browser. ING Home’Bank remains active in the background for 5
minutes. This period can be extended by clicking “Yes” when the following window
appears:
22
• Your electronic documents look the same as their paper counterparts. Full contact data
is shown at the top of the screen, in case you have any questions about the content of
the document.
• You can also save or print these documents.
Note: you need a PDF reader in order to read these documents via ING
Home’Bank. If necessary, download the Adobe Acrobat Reader program.
23
To modify third-party access:
• Click a red, green or orange Zoomit icon.
• A new window is displayed with the document corresponding to the Zoomit icon that
you clicked.
• This new window is opened in your browser in a secure environment with the Zoomit
logo. ING Home’Bank remains active in the background for 5 minutes. This period can
be extended by clicking “Yes” when the following window appears:
24
• In the menu on the left, click “Overview” under “My senders”.
• Click “Details” next to the sender or document type for which you wish to modify thirdparty access.
25
• Click “Modify” (at the bottom right).
• Click “Yes” or “No” under “Third party access”.
• Click “Confirm”.
26
To change your e-mail address or the frequency of e-mail notifications:
• Click a red, green or orange Zoomit icon.
• A new window is displayed with the document corresponding to the Zoomit icon that
you clicked.
• This new window is opened in your browser in a secure environment with the Zoomit
logo. ING Home’Bank remains active in the background for 5 minutes. This period can
be extended by clicking “Yes” when the following window appears:
• Click “My profile” in the menu on the left.
27
• Click “Modify”.
28
• Change your e-mail address, notification frequency, and/or language.
29
• Click “Modify”.
30
3. How can I pay my Zoomit bills and invoices
easily via ING Home’Bank?
• After you have confirmed (with the registration screen) that you agree to receive the
documents in the future via Zoomit (see Section 2), you can use the “Pay” button to
initiate payment (if the document concerned is a bill or invoice). You are not obliged to
open the document in order to make this payment.
• A bank transfer form with the data already filled in is displayed after you click the “Pay”
button.
31
• You can change the following items here if desired:
- Date
- Amount
- Account number of the originator (must be an account associated with your
Home’Bank account).
- Originator’s memo information
• Click “Validate”.
• Now you only have to sign in order to make the payment.
• Within a few minutes, the “Pay” button will change from “To be paid” to “Payment
initiated”.
32
• When the sender has received the payment, he returns a message and the “Pay”
button changes from “Payment initiated” to “ Confirmed”.
Note: if payment is made by some other means, the “Pay” button will continue to
show “To be paid” until we receive an indication from the sender that the money
has been received, after which the “Pay” button will change to “Confirmed”.
While waiting for this, you can use the Zoomit site (click the Zoomit icon) to
manually change the status from “To be paid” to “Payment initiated” in order to
avoid duplicate payment.
33
34