Where should the Installment Billing credit card profile be linked?
Question
At what level in the Profile Assignments hierarchy should a billing/MOTO Merchant ID be linked?
Answer
Each credit card interface is a little different on how the billing "tokens" are stored and referenced. CardConnect and PlugNPay use a universal token across all MIDs for an organization but ETS and PayTrac do not share tokens across MIDs. For those organizations with just a single billing account you can follow these guidelines:
- PayTrac - should be linked at the Default profile level
- ETS - should be linked at the Default profile level
- PlugNPay - linked to user running the billing
- CardConnect - linked to user running the billing