Credit Card Setup

The Credit Card Setup form enables you to enter the details for your Billing Tree credit card payments. Use this form to enter the Server and Source Key information given to you by Billing Tree when you set up your USA ePay account for credit card transactions. Other information entered in this form will be used as defaults for your credit card payments.

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

Credit Card Setup

To access the Credit Card Setup form, select System from the top menu bar and then select Preferences to display the System Setup form. Then select the BILLING TREE SETUP button.

Server

Enter the URL of the secure server for your credit card transactions with Billing Tree. This URL will have been provided to you when you set up 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.

Source Key

Enter the Source Key code provided to you when you set up your USA ePay account with Billing Tree. If you have more than one account set up, enter the Source Key you want your operators to use most frequently. The Credit Card PIN prompt will auto-fill with this Source Key.

You can set up different user accounts at Billing Tree if you need to set different transaction limits for your Billing Tree operators. Each Billing Tree USA ePay account that you set up with Billing Tree will have a unique Source Key. You can enter a per session login, as needed, to access a power user account.

If you intend to use more than one USA ePay account o post your transactions, please be aware that you must run a reconcile for EACH Source Key. Currently transactions are stored by USA ePay according to the Source Key that posts them.

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

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 that you established your account with Billing Tree. Future reconcile attempts will query transactions between this date and the day that they are run, inclusively.

Collect! updates this field automatically when you complete your reconciles successfully. Ordinarily, you shouldn't have to adjust the date you see in this field. Please refer to Reconcile Credit Card History for more information.

Payment Transaction Type

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

Convenience Fees

Collect! enables you to add a convenience fee to the credit card transaction you are processing. This is a default setting that may be overridden on an individual basis.

To charge convenience fees, it is your responsibility to ensure that you are allowed to do this in your jurisdiction and according to your agreement with your Clients.

Enable

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 Settings.

Fee Transaction Type

Select the Transaction Type that you want Collect! to use for your credit card Convenience Fee. This Transaction Type must already exist in your list of Transaction types and it should be a "Fee" type.

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

Declined Recurring Cancels Plan

Switch this ON with a check mark to tell Collect! to cancel any payment plan on the account if a recurring credit card payment is declined by Billing Tree.

Enable Verbose Logging

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

OK

Select OK to close the Credit Card Setup form.

Help

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

See Also

- Billing Tree Service Topics