Managing Credit Card Payments on a Payment Schedule

The FAR680 batch process updates scheduled payments and deferred-receipt transactions based on the due date of the scheduled payment. The process authorizes credit card payments for scheduled payments that are due by credit card and generates a report showing the results. The CCP610 batch process is then run to settle the credit card payment.

To manage credit card payments:

1.    Select “Credit Card” from the Auto Pay Method drop-down.
The Auto Payment Methods for Renewals and Installment Payments section displays, as highlighted below.

2.    Click Add Credit Card Information.
The fields in the Auto Payment Methods for Renewals and Installment Payment section enable.

3.    Select the Receipt Type from the drop-down.

4.    Enter the Card Number or click the link to open a chooser from which you can select an existing credit card on the customer's record.

5.    Select the Expiration Date.

6.    If necessary, enter the Security Number.

As of 7.6.0, if the IGNORE_CVV parameter for your payment handler is set to "N" and you want to require the security number (CVV) in the back office, you MUST add the "NULL" value to the REJECT_CVV_RESULT_CODES parameter for your payment handler. If so, if the credit card security number is NOT entered in the back office, the following error message will display: Your credit card cannot be charged at this time. You may have left the CVV2 number blank. Please try again making sure you entered the correct CVV2 number.

7.    Change the Name and Address if necessary.

8.    Click Save.
As of 7.5.2, if the payment is being made by credit card, a dialog box will be presented to the user, asking if the credit card information should be propagated to all order lines in the order. If yes, the system will create new records in Order_Detail_CC_Info for each order line in the order. The dialog will only be presented if the order consists of more than the one order line for which the cc information is needed.

After you have saved a credit card on a payment schedule, the Remove Card from Line button displays. Please note that clicking this button will remove the credit card from this order line only; it will NOT remove the credit card from any other order lines or purposes. If necessary, click Manage Saved CC Details to open the Saved Credit Cards screen in CRM360 where you can manage the customer's saved credit cards on existing orders and receipts.  

9.    If desired, click Save this Credit Card to save the credit card information entered for the customer. Please note that this button will not be enabled until you click Save.

10.  To access the customer’s saved credit card information, click Manage Saved CC Details to open the Saved Credit Cards screen in CRM360.
Please note that clicking this button will close the Payment Schedules screen and open CRM360.