Credit Card Payment Tasks

Choices in the Credit Card Payment Tasks form enable you to process credit card payments through Billing Tree Service in Collect!. From this form, you can run an individual transaction, set up a recurring payment schedule and reconcile the debtor to bring payment history up to date.

Before you use the choices in this form, please ensure that you have set up the Credit Card Payments Setup form and that you have set up the Client Settings, if you are charging a convenience fee.

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

To access the Credit Card Payment Tasks form, select the CREDIT CARD button on the Debtor screen.

Credit Card Payment Tasks

Run A Transaction

Select this option to post an individual credit card transaction. The Single Credit Card Transaction form will be displayed. You can enter a new address, enter all the credit card information, elect to charge a convenience fee and save the information you have entered. The credit card transaction will be submitted immediately for processing by Billing Tree.

After you have successfully processed a single credit card payment, you can view the resulting credit card payment transaction posted in Collect!, as well as the convenience fee, if applicable. The Transaction Detail tab contains details of each transaction processed successfully by Billing Tree, including Billing Tree's tracking number.

Recurring Payments

Select this option to post a recurring payment schedule or to view an existing schedule already set up for this account. As soon as the Recurring Credit Card Payments form opens, Collect! checks to see if there is already a recurring payment set up for this account. If one exists, then the credit card, financial and scheduling details will be populated for you.

When you schedule recurring credit card payments for processing through Billing Tree Service, payments are not posted in Collect! until you run Reconcile Credit Card History.

Recurring Credit Card Payments through Billing Tree Service are not entered into Collect! until you run Reconcile Credit Card History the day after the payment became due.

Reconcile Debtor

Select this option to query Billing Tree for any credit card payments that may have been processed by Billing Tree for a particular Debtor but not yet posted in Collect!.

When you run the Reconcile Debtor function, Collect! displays a summary screen to let you know what, if any, action was taken. If transactions are found that are not in Collect! yet, then the payments will be posted as soon as the Reconcile Debtor function runs.

When you schedule recurring credit card payments for processing through Billing Tree Service, you will not see the results in Collect! until the day after the payment became due. So running Reconcile Debtor will post any payments processed by Billing Tree on the previous day for this particular Debtor.

If you using more than one USA ePay account to post your transactions, you will only be able to reconcile payments posted under the account you are logged in as.

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