Home   Contents   Index   Member Center   Download   Collect! Users   Help 
Collect! logo
Collect! logo
 
Collect.org

Collect! Credit and Collection Software™

  Detailed Field Information Related Information Examples & Tutorials

Single Credit Card Transaction

The Single Credit Card Transaction form enables you to process one time only credit card payments through Billing Tree. You can update Debtor information, create a Cosigner instead, enter the credit card details and amount of the payment, and add a convenience fee to the payment.

When you post a single credit card payment through Billing Tree, the payment is processed immediately. Collect! will let you know at once whether or not the payment went through. A successful payment is posted in Collect! along with a convenience fee transaction, if you elected to charge a convenience fee.


Single Credit Card Transaction

This transaction will be posted with today's date when you select SUBMIT. If you want to post a single payment for a future date, please select the RECURRING PAYMENTS option.

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

Card Holder

Enter the Card Holder name as it appears on the credit card that is being used for this payment.

By default, this field is filled with the Name from the Debtor form. You can edit this name as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

First

Enter the payer's First Name as it appears on the credit card that is being used for this payment.

By default, this field is filled with the First Name from the Debtor form. You can edit this name as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

Last

Enter the payer's Last Name as it appears on the credit card that is being used for this payment.

By default, this field is filled with the last Name from the Debtor form. You can edit this name as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

Billing Street

Enter the payer's Street Address. By default, this field is filled from the Debtor form.

By default, this field is filled with the Address from the Debtor form. You can edit this as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

ZIP

Enter the payer's ZIP code. By default, this field is filled from the Debtor form.

By default, this field is filled with the ZIP code from the Debtor form. You can edit this ZIP as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

City

Enter the payer's City. By default, this field is filled from the Debtor form.

By default, this field is filled with the City from the Debtor form. You can edit this as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

State

Enter the payer's two character State code. By default, this field is filled from the Debtor form.

By default, this field is filled with the State code from the Debtor form. You can edit this as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

Email

This is an email address that you can use to send a receipt for this credit card payment. By default, it is filled with the Email address from the Debtor form.

By default, this field is filled with the Email address from the Debtor form. You can edit this as needed for this transaction. If you choose to save this information, Collect! will update the Debtor for you. If you select "To Cosigner," Collect! will create a new Cosigner for you.

Top of page.

Send Email Receipt

Switch this ON with a check mark to have Billing Tree send an email receipt to the card holder when the credit card payment is processed.

Top of page.

Card Type

Select the Card Type from the pick list attached to this field.

tip.gif When this transaction is processed, Collect! stores this information to the Debtor Detail, or to the Cosigner, if you choose "Save credit card info."

Top of page.

Card Number

Enter the 16 digit Credit Card Number for the card that is being used for this payment.

tip.gif When this transaction is processed, Collect! stores this information, in masked form, to the Debtor Detail, or to the Cosigner, if you choose "Save credit card info."

Top of page.

Exp

Enter the credit card Expiry Month and Year with no spaces, for example 1011 (for October, 2011).

tip.gif When this transaction is processed, Collect! does NOT store this information.

Top of page.

Code

Enter the 3 digit CVVS number for the credit card that is being used for this payment.

tip.gif When this transaction is processed, Collect! does NOT store this information.

Top of page.

AVS Street

This is the steet address stored at Billing Tree for this recurring payment schedule.

This field is Read Only.

Top of page.

AVS ZIP

This is the ZIP code stored at Billing Tree for this recurring payment schedule.

This field is Read Only.

Top of page.

Save Credit Card Info

Select this option with a check mark if you want to update your records with the information you have filled in for this transaction. You can save the information to the Debtor or create a new Cosigner.

Top of page.

To Debtor

Select this option with a dot to save the updated Debtor information from this transaction. This option will update the information on the Debtor account and in the Debtor Detail, if you choose "Save credit card info."

Top of page.

To Cosigner

Select this option with a dot to save the updated Payer information from this transaction. This option will create a new Cosigner with Class "Other, if you choose "Save credit card info." Personal information and card information will be stored in the Cosigner fields.

Top of page.

Amount

Enter the Amount of the credit card payment you are about to process.

Top of page.

Fee

This field displays the amount of the Convenience Fee.

tip.gif This field is Read Only. The amount is set in the Transaction Type that you set up to use for your credit card convenience fees. Please refer to Credit Card Setup for details.

tip.gif You must enable convenience fees for each client or this field will be empty. Please refer to Client Settings for details.

Top of page.

Apply Fee

Switch this ON with a check mark to charge a credit card convenience fee when this payment is processed.

tip.gif If you have not enabled convenience fees for this Debtor's Client, then the Apply Fee field will be greyed out. Please refer to Client Settings for details.

Top of page.

Total Billed To Card

This is the total amount billed to the credit card for this transaction. This includes the amount for the convenience fee, if you elected to charge this fee.

tip.gif In Collect!, the fee transaction is posted separately from the payment amount. The Total Billed to Card is the sum of both the payment and the fee transactions posted to the account for this Billing Tree transaction.

Top of page.

PIN

This is your Billing Tree PIN. Collect! fills this in for you automatically after you have entered it for the first time for the current session.

Top of page.

Help

Select the HELP button for Help on Single Credit Card Transaction and related topics.

Top of page.

Cancel

Select the CANCEL button to close this form without submitting the payment to Billing Tree.

Top of page.

Submit

Select the SUBMIT button when you are sure that you have entered all the required information correctly for the payment you are about to process.

When you select SUBMIT, the payment will be processed immediately and Collect! will display a message for you with the results.

Top of page.

Transaction Details

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.

Top of page.

See Also

- Billing Tree Service Topics

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this help page.

Please click this link to send us your comments: helpinfo@collect.org
© 2012 Comtech Systems Inc. * Email: info@collect.org * Web: www.collect.org * Voice: 1-800-661-6722, 250-391-0466