Billing Tree Setup

The Billing Tree Setup form enables you to set up the default configurations that Collect! will use for your Billing Tree transactions. These details include Codes and User ID information for connecting to the Billing Tree servers, default transaction types for the transactions and other required information.

You can set up payment by credit card or bank draft. You can also set up sending EFT notices to comply with EFT regulations.

Billing Tree Setup

To access the Billing Tree Setup form, select System from the top menu bar and then select Preferences to display the System Setup form.

Additional settings enable you to control charging convenience fees, enabling debug logging and telling Collect! how to handle NSFs for recurring payments.

Setup areas include:

Press F1 from each setup form for details about the settings you can configure.

To use Billing Tree Service in Collect!, you must have an account set up with Billing Tree.

Credit Card Setup

Select the CREDIT CARD SETUP button to configure your settings for credit card transactions through Billing Tree. This form is also where you must enter the Server and Source Key information for your USA ePay account with Billing Tree.

To use Billing Tree for credit card payments in Collect!, you must have a USA ePay account set up with Billing Tree.

Press F1 for details when the Credit Card Setup form displays.

ACH Setup

Select the ACH SETUP button to configure your settings for ACH payment transactions through Billing Tree. This form is also where you must enter the Server and UserId information for your ACHNow account with Billing Tree.

To use Billing Tree for ACH payments in Collect!, you must have an ACHNow Web Service account set up with Billing Tree.

Press F1 for details when the ACH Payments Setup form displays.

EFT Notices Setup

Select the EFT NOTICES SETUP button to select the reports from Collect! that you wish to use for your recurring credit card and/or ACH payments. You can also configure the days prior to payment for sending out the notices.

Press F1 for details when the EFT Notices Setup form displays.

Help

Select the HELP button for help on the Billing Tree Setup form and related topics.

OK

Select the OK bu too to close the Billing Tree Setup form.