Upay

User

Guide

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WELCOME TO UPAY

This guide is aimed to help you to use the Upay website.

To launch Upay you will need to navigate to www.upay.co.uk on your internet browser.

Please note that to do so you will need to have your Company ID along with your unique User ID:

Your Company ID is: 127

Your User ID details are obtainable from: Will be sent to you individually via letter this week (w/c 10th December)

If you do not have these details please contact: Reception

Once these details are obtained, please click on Create New Account. You will then be prompted to enter your unique

User ID, your Company ID and confirm that your name stored correctly.

Next you will be asked to enter the email address that you wish to use for this account. All future correspondence will

be sent to this address, unless you subsequently change it.

Once you have completed this step you will receive an email detailing your user account details. Please take care

when entering the password as spaces count as a character. This password can be changed once you are logged in.

To login please click the login button as shown here

WELCOME TO UPAY

You will then be presented with a secure page to enter your

unique username and password.

Please note that if you forget your password, please click on the

Forgotten Password link on this page. Once you have entered

your registered email address a new password will be emailed to

you.

When you log in for the first time, you will automatically be

directed to amend your password to something more

memorable.

Once logged in you will be presented with your account

page, branded with your company’s details.

You will see your menu options on the left hand side of the

screen.

The first menu heading is Account Balance; by clicking on

here you can check your most recent balance.

The date and time displayed next to your current balance is

the date of your last account activity.

PAY AS YOU GO TOP UP

You will see within the Card Top Up menu that you have a

number of ways to top up your account.

The first is a pay as you go option, which allows you to select an

amount and manually enter your credit\debit card details (please

see screenshots below). Please note that after any top up to your

account you will receive a confirmation email.

If this email has not been received within one hour please

contact helpdesk@uniware.co.uk

AUTO TOP UP

Another way to top up your account is using Auto Top Up.

This allows you to set a minimum balance; every time that you

reach this amount your account will be topped up automatically

using your debit\credit card.

The amount by which you wish to top up each time is also

customisable within the setup.

Select your minimum balance. Then select how much you would

like to top up by each time.

You must then confirm your credit/debit card details before

progressing.

These details can be amended at any time through the My

Account Details screen.

You can cancel Auto Top Ups on your account by selecting Auto

Top Up from the Account Top Up menu and selecting Disable

Auto Top Ups.

TOP UP REMINDERS

The Top Up Reminder service is designed specifically for Upay

account holders who wish to be reminded when their account

balance has fallen below a pre-set level, but who wish to have

control over whether to top up at that time or not.

Please note that you will not be able to use Top Up Reminders if

you already have Auto Top Up set up on your Upay account.

Firstly, you need to enter a minimum balance at which you will

receive an email reminder inviting you to top up.

You will then be asked set the amount to be credited to your

account. Please note that by setting this amount you will not be

completing the transaction, merely preparing it for future use.

You can cancel Top Up Reminders on your account by selecting

Top Up reminders from the Account Top Up menu and selecting

Remove Top Up Reminders

GUEST PAY

Guest Pay is designed to allow a non-registered Upay

user to top up a registered users cashless account, i.e. a

parent topping up their child’s account.

Go to www.upay.co.uk and select the option called

Guest Pay

You will now see a screen which details all of the non

user’s account information that you will need to enter

You will now be asked to enter the registered account

user’s Username (registered email address) and User

ID (This can be found in the Account Details option

when logged into Upay)

You will now be shown the Account details for the

registered account

The final screen will ask you to enter the card details

for the non account user

PAYMENTS

UPAY offers an optional facility to take payments for services

such as Educational Fees, School Trips and Printing \ Photo

Copying.

Go to www.upay.co.uk and select the option called payments

You will now see a screen which offers you the available

payment services available. Please select the required

service.

You will then be prompted with the amount to pay and a

reference field. You can enter the amount and the reference \

invoice number and hit continue.

You will then be prompted to enter your debit \ credit card

details and to confirm the transaction amount.

If this amount is for photo copying or printing the amount

requested will then be made available on your service

providers printing account ready to be used.

UPAY MOBILE

UPAY Mobile is a mobile enhanced HTML5 site

that allows you to top-up on the go. Also can be

used to check balances and statements.

Go to www.upay.co.uk and select the option

called Click here to access UPAY mobile on

the home screen. This will send a link to your

mobile phone.

Alternatively you can access by browsing on

your phone to www.upaymobile.co.uk

MY ACCOUNT DETAILS

You can manage all aspects of your Upay account

through the My Account Details menu. This includes

managing your SMS and Auto Top Up facilities, your

saved payment methods, spend limits, changing your

personal details and disabling your account if you loose

your card.

STATEMENTS

Two types of statements are available within the Statements

section.

The first is a full statement of your cashless account, including

purchases at the till and revalues at both loaders and online.

The second statement lists online transactions, giving you only

the information on any transactions that have been made

through the Upay site.

You can request a full statement to be emailed to you on a

regular basis; this will provide you with a list of your full purchase

transactions and all revalues to your account.

Please note that all reports from Upay can be exported into

different formats; these can be accessed from the drop down list

at the top of the page reading Select Format.

SUPPORT

Through the Support menu you can find a copy of the Upay Help

Guide, along with information on FAQs. Should these features

not resolve your problem, there is also a link to our online

support service. Alternatively, you can email

helpdesk@upay.co.uk.

UPAY FEEDBACK

We appreciate any feedback received

regarding either the Upay site or the service

itself. Should you wish to make a comment

you can do so by submitting a suggestion via

the Upay Feedback menu.

Please note that this service should not be

used for reporting technical difficulties;

instead, please email helpdesk@upay.co.uk.

If you need any further assistance regarding Upay please email helpdesk@upay.co.uk.