Customer Explorer Customer Structure Functions Payment Options
Customer Structure Functions (continued)
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. Below the Report input parameters form and a sample of the report will be illustrated.
For more information on setting up Credit Card or ACH Bank information for a customer, follow these links.