Client Management           Additional Customer Data Entry           Payment Options-Credit Card

Payment Options-Credit Card Setup (continued)

Auto Processing Recurring – If this option is selected, this customer’s cycle invoices will automatically be paid with the credit card being set up.  If option is left un-checked, the credit card will be kept on file for use when the customer wants to pay one or more invoices with the credit card.

Auto Processing Non-Recurring – If this option is selected, an additional field will open up to enter a maximum dollar amount.  Selecting this option will enable you to process any non-cycle invoices up to the dollar amount specified. 

Hold Day – Make a selection from the drop-down list which determines which day of the month an auto payment may be processed.

Note: The default hold day is set to the value of 1; if day number 1 is selected, the application will use the hold date that was selected in the ACH Hold Date field of the Cycle Invoicing Process form when posting the cycle batch.

Print Cycle Invoices – If the Auto Processing Recurring option was selected, the Print Cycle Invoices option will be displayed.  If the customer wants a printed copy of the cycle invoice that was paid by automatic payment, select this option.  If the customer does not want a printed copy of the cycle invoice, do not select this option.

4.  Once all information is entered, click the Apply button located at the lower right of the form.  The SedonaOffice application validates whether the credit card number entered is correct.  If the credit card number entered is invalid, a message will be presented indicating the entry is invalid.  If this occurs, re-type in the credit card number and re-save the information.

FRM 2051

Once credit card set up has been completed, this information may be viewed from the Customer Explorer by selecting Payment Options from the customer tree.  The Credit Cards  will be displayed in the Active Pane of the Customer Explorer. For security purposes, only the last four digits of the account number are displayed.

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