The EPay Info Update screen allows you to add or update credit card or bank account information linked to this household.
Linked Credit Card and/or Bank Account information can be used for payment for services during Daily Processing (i.e. during Global Sales, etc$#8230;) and they can also be used for Auto-Paying Installment Bills.
See Also: Topic Doc - Installment Billing, ACH, and Auto-Debit
From the bottom of the screen....
Click Save to Save any changes. You will be returned to the EPay Info Management DataGrid.
Click Cancel to return to the EPay Info Management DataGrid without saving any changes.
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
EPAYINFOUpdate_Tab1
Account Holder (EPAYINFO_AccountDescription)
Enter a Name associated with the Checking/Savings Account.
DeleteStatus (EPAYINFO_RecordStatus)
Accept the default entry (Active) or expand the Drop-down list to select an alternate status for this record, if desired.
In the event the Record Status is set to Inactive, you will not be able to process Auto Pay for this household with this record.
DeleteAccount Type (EPAYINFO_AccountType)
Expand the Drop-down list and select the appropriate account type for the record being added.
Once this information is entered, you will not be able to edit this field.
DeleteAccount ID (EPAYINFO_AccountID)
You will not visit this field.
This field displays the Credit Card profile linked to the User ID who entered this record.
DeleteCredit Card Holder (EPAYINFO_CreditCardHolder)
Enter the credit card holder's name in this field exactly as it appears on the card.
Once this information is entered, you will not be able to edit this field.
DeleteCredit Card Brand (EPAYINFO_CreditCardBrand)
Enter the Credit Card brand in this field.
Once this information is entered, you will not be able to edit this field.
Notes: As a rule all American Express (AMEX) cards begin with the number 3 all VISA cards begin with the number 4 all MasterCard cards begin with the number 2 or 5 and all Discover Cards begin with the number 6.
As of 01 January 2017 the first digit of a MasterCard may be '2' or '5.' Prior to this date the first digit on all MasterCard credit cards was '5.'
Credit Card Number (EPAYINFO_CreditCardNumber)
Enter the patron's credit card number in this field.
Once this information is entered, you will not be able to edit this field and only a partial number will display.
Full Credit Card information is NOT stored in RecTrac. Partial credit card information is stored only and all partial credit card information in RecTrac is encrypted throughout the database.
DeleteExpiration Date (MM/YY) (EPAYINFO_ExpirationDate)
Enter the credit card Expiration Date exactly as it appears on the card.
Note: When a customer's credit card expires in order to update the Expiration Date for the replacement card in RecTrac VSI highly recommends deleting the record for the expired card and adding a new record for the replacement card with the new Expiration Date. Simply updating the Expiration Date on the existing (expired) card is likely to result in a token mismatch with the record on file with your credit card processor and as such transactions attempted with the card will fail.
Unique ID (EPAYINFO_UniqueID)
You will not visit this field.
This field displays the system-generated Unique ID linked to the most recent transaction for which this credit card was used. This field updates automatically with each new transaction. Unique IDs can be used to find receipts if necessary.
DeleteLast Token Date (EPAYINFO_LastTokenDate)
You will not visit this field.
This field displays the most recent date on which a token for this card was sent to you by your Credit Card processor. Tokens are sent by your Credit Card processor as a means of matching this household to their credit card number on the Credit Card processor's site.
DeleteBilling Address (EPAYINFO_Street)
Enter the card holder's mailing address/billing address in this field.
DeleteRouting Number (EPAYINFO_RoutingNumber)
Enter the bank's unique nine-digit Routing Transit Number for the account.
DeleteEPay Link (EPAYINFO_EPayLink)
You will not visit this field.
This field displays the system-generated EPayLink ID.
DeleteParent Table (EPAYINFO_ParentTable)
You will not visit this field.
This field displays the Parent Table to which this record is linked.
DeleteParent ID (EPAYINFO_ParentID)
You will not visit this field.
This field displays the system-generated Parent ID for this record.
Delete