EPAYINFOMain_Tab1
(EPAYINFOMain_DataGrid)
The EPay Info Management DataGrid lists all the Credit Cards or Bank Accounts linked to this household. Scroll up/down to view the records or scroll left/right to view additional details.
The Credit Card information that displays (if any) is determined by your setting in the Record to Show field at the bottom of the DataGrid.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Linked Credit Card and/or Bank Account information can be used for payment for services during Daily Processing (i.e. during Global Sales etc…) and they can also be used for Auto-Paying Installment Bills.
See Also: Topic Doc - Installment Billing ACH and Auto-Debit.
Buttons on the screen…
Highlight a record and click Select to link the record to the household as its primary Auto Pay option. You will be returned to the previous screen.
Click Add.//Topic_Docs/td_installm.. to continue to the Epay Info Update to add a new record (credit card or bank account) for this household.
Highlight/select an existing record and click Change to continue to the Epay Info Update to edit the selected record.
Highlight/select an existing record and click Delete to remove it from the DataGrid.
Click Close to leave the EPAY Info Management DataGrid without saving any changes. You will be returned to the previous screen.
To exit this program click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
DeleteRecords To Show (EPayInfoMain_IncludeManagedEpayLinks)
Accept the default entry (Linked Profile Only) or expand the Drop-down list and select the Records to Show.
- Linked Profile Only - The Epay Info Management DataGrid will display only those Credit Cards that were added to the household using the Credit Card profile to which your User ID is linked.
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Linked Plus Managed Profiles- The Epay Info Management DataGrid will display any Credit Cards that were added to the household using:
- The Credit Card profile to which your User ID is linked.
- And any additional Credit Card profiles that you can manage.
For Example: You have a Credit Card profile (CC_1) for purchases made at your Rec Center and a Credit Card profile (CC_2) for purchases made at your Pool facility. Credit Card profile CC_1 can manage Credit Card profile CC_2, but CC_2 cannot manage CC_1. When using the Linked Plus Managed Profiles option:
- Users linked to Credit Card Profile 1 (CC_1) will see Credit Cards linked using either Credit Card profile because CC_1 can manage CC_2.
- Users linked to Credit Card Profile 2 (CC_2) will see ONLY Credit Cards linked using CC_2. They will NOT see Credit Cards linked using Credit Card profile 1 because CC_2 cannot manage CC_1.
Notes:
- The ability to manage Credit Card profiles is maintained in the Managed Profiles field on your Credit Card profile.
- Access to this Drop-down list can be controlled via Permissions: Permsissions • Button/Misc Permissions tab • Miscellaneous Settings Group • Managed Credit Card Profiles Access - Allow Override field.
Process Manual Entry (EPayInfoMain_ManualEntry)
This field is applicable ONLY if your Credit Card solution is PlugNPay or CardConnect.
Select this option if you want to add a Credit Card to this Household manually. De-select this option to add a Credit Card to this household via the PlugNPay or CardConnect Payment page.