The CC/eCheck tab is comprised of three tabs: Transactions, Credit Card, and eChecks.
Transactions Tab
The Transactions tab will display all credit card and echeck transactions for the customer.
New Transaction Button
Clicking on the New Transaction button will open a form for entering a new credit card or echeck transaction for the customer.
Receipt Button
Clicking the Receipt button will open a dialog box where the user may enter an email address to email a receipt for the payment to the customer. There is an option on this dialog box to print the receipt. Selecting the print option will create a .pdf file of the customer receipt. Users can open the file and send the document to a local printer.
Void Button
If a transaction has not yet been submitted for funding (Submitted Date column is blank), clicking on the Void button will stop the transaction from being submitted.
Transaction Hyperlink
In the Transaction Date column, clicking on the hyperlink of a Transaction will open the record for viewing.
Credit Card Tab
The Credit Card tab will display all credit cards on file for the customer.
Add Credit Card Button
Clicking on the Add Credit Card button will open a form for entering a new credit card for the customer.
Edit Button
Clicking on the Edit button will open the credit card information form. The only information that may not be changed is the credit card number, which is not displayed for security purposes.
Delete Button
Clicking on the Delete button will permanently delete the credit card.
eChecks Tab
The eChecks tab will display all eCheck bank accounts on file for the customer.
Add eCheck Button
Clicking on the Add eCheck button will open a form for entering a new eCheck bank for the customer.
Edit Button
Clicking on the Edit button will open the eCheck information form. The only information that may not be changed is the bank account number and routing number, which are not displayed for security purposes.
Delete Button
Clicking on the Delete button will permanently delete the eCheck bank.
