How do I charge a customer's balance due to their credit card after their installment billing was declined?
RecTrac 3.1.10.31.00
Table of Contents
Problem
We have customers whose credit or debit cards are rejected due to insufficient funds or expired cards. These customers would like us to charge their balance to their cards after they have fixed the issue. Is there a way to do this in the system?
Solution
Yes! We have a program called Household Balance Auto Pay that will allow you to charge all balances due on a household to their saved credit card.
Steps For Solution
- From the RecTrac main menu, go to Household Management.
- From the DataGrid, locate and highlight the problem household.
- Click Change.
- Click on the Financial Info tab.
- Set Auto Pay Balance to Credit Card Auto Pay/No Show Tee Times.
- Click Add/Change Credit Card Information.
- From the DataGrid, highlight the card to bill.
Note:
Verify with the customer that the card selected is valid and has the appropriate funds to attempt the billing again.
- If the new card is not present in the DataGrid, click Add Credit Card.
- Enter your name and credit card information.
- Click Process.
- Click Continue.
- Click Select.
- Click Save.
- From the RecTrac main menu, go to Household Balance Auto Pay.
- Set the Minimum Balance to at least $0.01.
- Select your Modules To Include in the bill.
- Set the Process Option to Print Only to test for the first run.
- Set the Begin Transaction Date to a date that will include the transactions in question.
- Use 1/1/1985 to include anything with a balance.
- Click on the Households tab.
- Select the problem household(s) from the DataGrid.
- Click on the Auto Pay Settings tab.
- Click Process.
- The process will result in a preview report that shows the Households whose balance will be paid.
- Set the Process Option to Process & Print after viewing the test report and verifying the charges you are about to submit.
- Click Process again.
The process will result in household balances being paid, and a by-product report will print detailing the Households and amount.