Detailed Field Information Related Information Examples & Tutorials
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Credit Card Setup

The Credit Card Setup window is where you enter the details for your Billing Tree credit card payments preferences and login credentials to the Credit Card Gateway.

To access the setup screen, your menu path is "System\Preferences\ Billing Tree Setup\Credit Card Setup".

Credit Card Setup


This is where you enter the url (web address) of the Billing Tree Credit Card Gateway that is provided to you by Billing Tree.

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Source Key

Enter your Source Key ( User ID or Login ID) assigned to you by Billing Tree.

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Enter your PIN ( password) assigned to you by Billing Tree.

A globally set Source Key and PIN will be presented to high level users (1, 10 & 99) much like a 'Remember Me' login presents anywhere else - it will be auto-filled. If there are no changes to the info, these users need only click OK to proceed to the next screen. All other user levels will not see or be presented with the Billing Tree signon popup once it has been globally configured.

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Last Reconcile Date

This is the last date that "Reconcile Credit Card History" was run successfully. If you have never run " Reconcile Credit Card History," enter the date immediately PRIOR to when you will begin using the module.

The Last Reconcile Date should NOT be manually manipulated once you are actively using your interface and you have started running "Reconcile Credit Card History" batch processes.

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Payment Transaction Type

Select the Transaction Type that you want to use for your credit card payments. This Transaction Type must already exist in your list of Transaction Types and it must be a Financial Type "Payment".

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Convenience Fees

You are able to select the preference to allow or disallow the charging of convenience fees in general. You must also select on a per Client basis in the Client Advanced Setting screen which of your clients will allow the convenience to be charged to its debtors.

To charge convenience fees, it is every site's individual responsibility to ensure you are lawfully able to charge these fees in your your region and as per your clients' individual wishes in this regard.

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Switch this ON with a check mark if you want to allow the addition of a Convenience Fee when processing credit card payments. You must also select a Transaction Type to use for the fee.

If you switch this ON, then any Clients whose Debtors may be charged this fee must also have the "Credit card convenience fees" switch enabled in their Client Advanced Settings screens.

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Fee Transaction Type

Choose the Transaction Type that you want to use for credit card Convenience Fees. This Transaction Type must already exist in your list of Transaction types and it must be a "Fee" type with the fee amount or percentage to use entered.

If you have switched ON "Enable" for convenience fees, then you must select a Transaction Type to use for applying the fee.

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Declined Recurring Cancels Plan

Click this ON with a check mark to set your preference that any declined card is to cancel the payment plan on the account. The end-user is responsible for ensuring any arrangements stored on the source Billing Tree Gateway are completely deleted at the source if this is the action intended. The Collect! module functions to disassociate its own automations when triggered by a declined card.

The built-in functionality will automatically mark your Promise Contact as Stopped, change your Due Date in the Review Contact marking the end of the original terms to be the same as the delete date and also delete any remaining CC Notification letters scheduled.

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Enable Verbose Logging

Click this ON with a check mark to enable verbose message logging to the Application Log for troubleshooting your Billing Tree credit card payment processes.

It is recommended to enabled this switch so that Technicians have all information available if any assistance is required with any interface issues.

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Select OK to close the Credit Card Setup window.

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Select the HELP button for help on Credit Card Setup and related topics.

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See Also

- Billing Tree Topics

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