Billing Tree Service Topics

Billing Tree Service

The Billing Tree Service feature enables you to automatically process payments by credit card or bank draft. You can post single payments or set up a schedule for recurring payments.

Billing Tree Setup

The Billing Tree Setup form enables you to set up your configuration details for Billing Tree credit card and ACH payments. You can also configure details regarding EFT Notices for recurring payments.

Walk Throughs

Billing Tree Credit Card Payments - Quick Tour

This quick walk through is meant to introduce you to the Billing Tree credit card payment process.

Billing Tree Credit Card Payments - Step By Step

Step by step, these topics walk you through posting credit card payments through Billing Tree Service - setting up, posting single and recurring payments and processing returns.

Billing Tree ACH Payments - Quick Tour

This quick walk through is meant to introduce you to the Billing Tree ACH payment process.

Billing Tree ACH Payments - Step By Step

Step by step, these topics walk you through posting ACH payments through Billing Tree Service - setting up, posting single and recurring payments and processing returns.

Credit Card Payments - Setup And Screens

Credit Card Setup

The Credit Card Setup form enables you to set up your configuration details for Billing Tree credit card payments. These settings include your Server and Source Key connection information, Transaction Type settings and other details.

Credit Card Payments Transaction Types

Screenshots of transaction types used for Billing Tree credit card payment processing.

Credit Card Payment Tasks

The Credit Card Payments Tasks menu shows the options available for processing credit card payments through Billing Tree.

Single Credit Card Transaction

The Single Credit Card Transaction form enables you to process a one time only credit card payment through Billing Tree.

Recurring Credit Card Payments

The Recurring Credit Card Payments form enables you to schedule recurring payments for processing through Billing Tree. You can also review an existing payment schedule already set up for the account.

Reconcile Debtor

The Reconcile Debtor function enables you to query Billing Tree for any credit card payments that may have been processed by Billing Tree for one particular Debtor but not yet posted in Collect!.

Reconcile Credit Card History

The Reconcile Credit Card History function queries Billing Tree for any credit card payments processed by Billing Tree but not yet posted in Collect!. Running the Reconcile posts scheduled recurring credit card payments from the previous day.

Credit Card Payment Security

This document outlines six categories you as a merchant may be evaluated on for PCI Compliance. Tips for implementing security are given for each requirement.

ACH Payments - Setup And Screens

ACH Payments Setup

The ACH Payments Setup form enables you to set up your configuration details for ACH payments. These settings include your Server and UserId connection information, Transaction Type settings and other details.

ACH Payments Transaction Types

Screenshots of transaction types used for Billing Tree ACH payment processing.

ACH Payment Tasks

The ACH Payments Tasks menu shows the options available for processing ACH payments through Billing Tree.

Single ACH Transaction

The Single ACH Transaction form enables you to process a one time only ACH payment through Billing Tree.

Recurring ACH Payments

The Recurring ACH Payments form enables you to schedule recurring payments for processing through Billing Tree. You can also review an existing payment schedule already set up for the account.

Reconcile ACH History

The Reconcile ACH History function posts recurring ACH payments to Billing Tree, processes NSF reversals, and enters new payments not yet posted in Collect!.

EFT Notices

EFT Notices Setup

The EFT Notices Setup form enables you to set up authorization and notification letters to send when you are processing payments using Billing Tree Service in Collect!.