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Payment Methods

The payment method refers to the form of payment customers use. TRACT enables you to specify the payment method and currency that your Payment Gateways accept for one-times payments or auto-payments. A Payment Gateway is an online payment processor that connects to TRACT so that you can accept a variety of payment options. During the order process, the configured payment methods and currencies are available to the user. Typically, available payment methods are configured by an administrator. Cash and checks are supported by default for every payment gateway, but electronic payments such as credit cards are used for auto-payments. An electronic payment is any kind of non-cash payment that doesn't involve cash or a paper check. TRACT supports multiple active payment methods on a single billing account, and one can be designated as a method for auto-payments. Methods of payments include credit cards, debit cards and the ACH (Automated Clearing House) network.

How Do You Access Payment Methods?

You can add or edit payment methods on the customer's Billing Account Workspace, which is located by performing an account search. After you find the billing account, click the billing account number. When the account is displayed, click the Add Payment Method from the Accounts Actions menu.

What Happens After You Create a Payment Method?

When you have created a Payment Method, it is stored in the customers account and can be viewed or deactivated at any time. You can designate the payment method to be used for auto-payments. If a customer has chosen to make auto-payments it might become necessary to update the information. For example, you can change the expiration date if it has passed and the customer wants to give you a new expiration date.

Adding a Payment Method

To add a payment method, do the following:

  1. From the Account Action menu, select Add Payment Method.

  1. In the Create Payment Method window that opens, enter the requested details. The information required depends on the payment method selected. Fields marked with an asterisk (*) are required.

  1. Enter the payment address if it is different than the billing address. Otherwise, click Same as Billing. A payment address must exist on the account in order to use a payment method.

  1. When you are finished, click Add Method.

You now can designate an active payment method to be used for auto-payments, along with the ability to deactivate a payment method.

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