3.1 Users not being prompted for Installment Billing options in Global Sales
Problem
When selling items linked to Installment Billing templates, the Billing Option group is displaying for one RecTrac user ID only on the Processing Prompts screen. Other users are not getting this option. We tested this with the same household under different user IDs.
There is nothing that appears to be incorrectly set up on the fees or pass.
Solution
Ensure that all User IDs are linked to a Credit Card-Installment Billing profile.
If you allow Installment Bills to be paid for by automatic debit to a customer's credit card, you will to link a Credit Card-Installment Billing profile in your profile hierarchy. Where you link the profile is dependent upon your set up, but anyone who runs installment billing must be linked to it at some level of your profile hierarchy.
The Credit Card profile you create is dependent upon your Credit Card solution (i.e. PlugNPay, ETS, etc). Refer to the applicable Credit Card solution document for step-by-step instruction.
When linking the Credit Card profile in Profile Hierarchy, be certain to select the Credit Card-Installment Billing option at the Profile Assignment Add screen.
See Also: Topic Doc - Installment Billing /ACH/Auto-Debit.