How To - Payments: Credit Card and ACH Payments (Batch Processing)

LOGIN TO YOUR PARTNER ACCOUNT

From your Partner account:

  • Select the Setup Tab
  • Select Bill Runs

B)  BILL RUN SETUP

From your Partner account:

  • Select the Setup Tab
  • Select Bill Runs
B)  BILL RUN SETUP

Select the bill run you will be using by clicking on the "Name" of the Bill Run

These are the settings you need to make:

Note:  When entering dates, it is best to use the drop-down calendar

  1. Name - No Change
  2. Select - Enabled
  3. Start Billing At this date / time - Select today's date from the drop-down calendar
  4. Bill customers between - 1st of previous month
  5. And -1st of current month
  6. Posting Date Month - lCurent month
  7. Posting Date Year - Current year
  8. Check Marks - No changes
  9. Select Save (as soon as you select Save, the system puts this job into the queue for processing.)

 

Job is complete when the Enabled Status changes from "Yes" changes to "No" on the Bill Run list.

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