Account Management/Customer Screen/Payment Methods
Contents
Overview
Payment Method Details
This section contains three sub tabs used to configure the customer's preferred payment method. End users can also maintain these details via the End User Portal.
- Credit Card
- Direct Debit
- BPAY Details
Credit Card
This sub tab stores a credit card for the customer that can be used in automated payments and when user's manually take a payment. The credit card types that are available in the drop down list depends on the commercial agreement between the merchant (your company) and your electronic payment gateway provider. Emersion will set up the gateway in our system based on this information. Your available options may include VISA, MasterCard, Diners and AMEX.
Credit card information is stored encrypted in a separate sub-system and database. Once a credit card is stored, only the last 4 digits of the card can is human-readable.
The finance charge fields are account attributes, a special kind if field in Emersion's system that employs inheritance. If there are values in these fields, the values have been set globally for all accounts as the default charge for credit cards. If you want to change the value of the charges for this customer, enter new values.
Direct Debit
This sub tab stores the customer's bank account information used for direct debits.
The list of banks that appears here is based on the service provider's country. Due to tax and currency reasons, a service provider's customers are assumed to be located in the same country as the service provider. While this may change in the future, Emersion does not currently support the service provider trading in one country, and their customer's being located in a different country.
Currently, Emersion contains bank lists for the following countries:
- Australia
- New Zealand
If there is a bank missing from the list, please send us a support ticket with the bank name and we will add it to the list.
BPAY Details
This sub tab contains the BPAY details for a customer.
Click here for instructions on how to set the BPAY information for a customer.
