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Customer Structure

Payment Options

When highlighting the Payment Options menu option from the customer tree, the Active Pane will display any Credit Card or ACH Bank records that exist for the Customer.  Only the last four digits of Credit Cards and/or the Customer Bank Accounts are displayed for security purposes.  The far right column of the Active Pane shows a field labeled Auto.  If the Auto flag is set to Y, this credit card or customer bank will be used for processing automatic payments for cycle invoices.

A report is available from the Report Manger, [EFT Customer Listing] that a User may produce which will list all Credit Cards that will expire by a particular date.  We encourage Users to make use of this report so as not to receive declined transactions due to an expired credit card.

When right-Clicking on the Payment Options tree option, two options are available.  Follow the links below for more information on the right-click options.

Edit Electronic Funds Transfer            Enter New EFT Transaction

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