This file stores Credit Card or Electronic Check information for
the customer.
The information can be entered manually or scanned and saved in
this table when a card is used, or with Texada
Pay the card or check information can only be captured using
the Capture Card/Check on File utility.
The Card or Check number is saved with a mask of *****'s or of
XXXXX's based on the clearing house software, and only the last few
digits of the card or check are retained. US & CA credit cards
and US ACH are masked with ***s. NZ & AU credit cards and EFT,
plus CA EFT are masked with XXX
The Trx Type with description, the Name on the Card or Check, and the Expiry Date are saved.
When Texada Pay is not activated this card information is saved
when the customer uses a credit card to pay for an invoice, a
deposit or a payment on account as outlined in Capture Customer Payment Options.
Credit Card information can be capture manually or by scanners as
outlined in Credit Card Scanners.
When Texada Pay is activated Credit Card or
Check information can be capture in the Capture
Card/Check on File utility. This feature allows saved cards or
checks to be used to pay future charges.
Note: In order to re-use a credit card or check in SRM with Texada Pay the card information must be captured through the Capture Card/Check on File utility.
Expired Cards
When Texada Pay is not activated the expiry date can be manually
updated in this table.
When Texada Pay is activated the expiry date
becomes a display only field and cannot be manually updated. The
expiry date is automatically updated when a new replacement card
that has been supplied by the issuer is used for a payment in
SRM.
Click EXP/CON or press <F9> to expand the record to access:
Texada Pay & Auto Pay fields:
When a Credit Card or Check is captured for future payment
transactions using Texada Pay from the
Capture Card/Check on File window, the
following fields are populated:
It is important that these are accurate as when a payment is submitted to the clearing house these two values are validated against the values that the card issuer has on their file.
Updating Card/Check Data:
The 'Type' and 'Payer ID' cannot be changed.
Old cards can be delete when they expire, and new cards may be
entered in this table but any cards & checks for use with
Texada Pay must be entered in Capture Card/Check on File.
The Credit Card On File Report can be
generated to export a list of cards captured for all customers or
only card captured and flagged as Texada auto-pay.
The Credit Card Expiry Report can be
generated to warn when cards are due to expire.
For information on utilizing an automatic credit card authorization service, refer to the Texada Pay option in the Software Integration.
ACTIONS:
Additional actions provided by buttons on
the Customer Credit Cards screen include:
When a Texada Pay card is deleted an audit record is written to Delete Log for ARCC01 to track the date/time, operator and customer number for the deleted record.
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