Managing Credit Card Payments on a Payment Schedule

The FAR680 batch process updates scheduled payments and deferred-receipt transactions based on the due date of the scheduled payment. The process authorizes credit card payments for scheduled payments that are due by credit card and generates a report showing the results. The CCP610 batch process is then run to settle the credit card payment.  

To manage credit card payments:

1.    Select “Credit Card” from the Auto Pay Method drop-down.
The Auto Payment Methods for Renewals and Installment Payments section displays, as highlighted below.

2.    Click Add Credit Card Information.
The fields in the Auto Payment Methods for Renewals and Installment Payment section enable.

 If Credit Card information exists for the customer, click Retrieve Credit Card of Record to use that information. The credit card information is stored on the Demographics tab in Customer Central.

3.    Select the Receipt Type from the drop-down.

4.    Enter the Credit Card Number.

5.    Select the Expiration Date.

6.    If necessary, enter the Security Number.

7.    Change the Name and Address if necessary.

8.    Click Save.

 If desired, click Mark this Credit Card of Record to save the credit card information entered as the credit card of record for the customer. Keep in mind that clicking this button will overwrite any credit card information already stored for the customer. To access the customer’s credit card information, click Credit Card Information from the Financial Data task category in CRM360.