Client Management                               Customer Explorer                               Edit Electronic Funds Transfer

Payment Options Right-Click Options

Edit Electronic Funds Transfer

Credit Card Setup

Auto Processing Information

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

Non-Recurring – if this option is selected, you will be able to process non-cycle invoices up to a predetermined dollar amount.  If this option is selected, a field will open below the checkbox to enter the maximum dollar amount that may be processed in one transaction for non-recurring invoices.

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 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.

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 valid.  If the credit card number entered is invalid, the User will be presented with a message indicating the entry is invalid.  If this occurs, the User may re-type in the credit card number and re-save the information.

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