Collect! Credit and Collection Software™

  Detailed Field Information Page Table of Contents Related 'How To' Tutorials

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\ Payment Processing Setup\Credit Card Setup".

Credit Card Setup


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

Billing Tree Customers

USA ePay customers:

Top of page.

Source Key

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

Top of page.


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.

Top of page.

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.

Warning Note WARNING: If the last reconcile date is more than 7 days into the past, Collect! will prompt you during the reconciliation process to confirm that you want to proceed. If you run the task via the Task Scheduler, Collect! will not run the reconciliation and will put an entry in the Application Log that the task failed.

Top of page.

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".

Top of page.

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. If your company is going to be charging convenience fees to debtors for Credit Card payments, in addition to enabling the feature in the Credit Card Setup window, you do need to enable an indicator in each client Advanced Settings screen in order to enable the fees for that specific client.

Click the Advanced button in the lower right corner of the client screen and you will see a screen as follows, and the "Credit Card convenience fees" switch is shown in the red box.

Client Settings screen

Useful Note If you have a large client base which practicality would preclude manually updating this switch for ALL clients (or a large tagged list), contact Technical Services for assistance with a write back to enable a volume of clients in mass for this switch.

Top of page.

Enable Convenience Fees

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.

Top of page.

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.

Top of page.

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.

Top of page.

Auto Reconcile

Click this ON with a check mark to automatically reconcile a debtor when a credit card payment is posted on it. Each time a credit card payment is posted, Collect! will contact Billing Tree to see if there are any other payments that are missing.

Top of page.

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.

Top of page.

Run Plan On Recurring

Whenever a recurring plan is setup, this plan will run automatically.

Top of page.


Select OK to close the Credit Card Setup window.

Top of page.


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

Please click this link to send us your comments:

RMA RMA Canada ACA Member