Detailed Field Information Related Information Examples & Tutorials
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Single Credit Card Transaction

The Single Credit Card Transaction screen enables you to process one time only credit card payments. It can update demographics on the account as well as store limited, PCI compliant amounts of data about the card and pertinents about the transaction itself.

To access this window, click the Credit Card button in the lower right corner of the main Debtor screen and choose "Run a Transaction".

The payment is uploaded immediately to the Billing Tree Gateway. If it is a current dated payment, it will be confirmed right away. If it is a future dated payment, it will be stored as a payment pending on the Billing Tree portal.

Payments having reached their due dates are submitted at Billing Tree's end of day for processing/approval through their USA ePay account.


Single Credit Card Transaction

Click Submit to send the credit card payment to the Gateway.

Card Holder

Enter the card holder's name if it is different from the name already auto-filled for you.

By default, this field is filled with the Name from the Debtor screen. You can edit this as needed for the transaction. If you choose to save this information, the system will update the Debtor screen for you. If you are entering the info for a third party payer, the system will include this Name. Choose "To Cosigner" and the system will save this information by creating a new Cosigner window with the Class of "CC Payer". Older versions of Collect! use "Other" as the Class. This will allow you to distinguish the difference between a responsible party and a potential unresponsible payer on the account.

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First

Enter the payer's First Name as it appears on the credit card that is being used for this payment.

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Last

Enter the payer's Last Name as it appears on the credit card that is being used for this payment.

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Street

Enter the payer's credit card Billing Street Address. By default, this field is filled from the Debtor account information.

You can edit this as needed for the transaction. If you choose to save this information, the system will update the Debtor screen for you. If you are entering the info for a third party payer, the system will include this Address. Choose "To Cosigner" and the system will save this information by creating a new Cosigner window with the Class of "CC Payer". Older versions of Collect! use "Other" as the Class.

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City

Enter the payer's credit card Billing address City. By default, this field is filled from the Debtor account information.

You can edit this as needed for the transaction. If you choose to save this information, the system will update the Debtor screen for you. If you are entering the info for a third party payer, the system will include this City. Choose "To Cosigner" and the system will save this information by creating a new Cosigner window with the Class of "CC Payer". Older versions of Collect! use "Other" as the Class.

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State

Enter the payer's two character credit card Billing address State code. By default, this field is filled from the Debtor account information. This is a required field and must be a valid 2-digit code.

You can edit this as needed for the transaction. If you choose to save this information, the system will update the Debtor screen for you. If you are entering the info for a third party payer, the system will include this State. Choose "To Cosigner" and the system will save this information by creating a new Cosigner window with the Class of "CC Payer". Older versions of Collect! use "Other" as the Class.

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ZIP

Enter the payer's credit card Billing address ZIP code. By default, this field is filled from the Debtor account information. This is a required field and must be a valid zip. Billing Tree REJECTS submission if the zip is not valid.

You can edit this as needed for the transaction. If you choose to save this information, the system will update the Debtor screen for you. If you are entering the info for a third party payer, the system will include this Zip. Choose "To Cosigner" and the system will save this information by creating a new Cosigner window with the Class of "CC Payer". Older versions of Collect! use "Other" as the Class.

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Email

Enter the payer's EMAIL address. By default, this field is filled with the Email address from the Debtor account information.

You can edit this as needed for the transaction. If you choose to save this information, the system will update the Debtor screen for you. If you are entering the info for a third party payer, the system will include this email. Choose "To Cosigner" and the system will save this information by creating a new Cosigner window with the Class of "CC Payer". Older versions of Collect! use "Other" as the Class.

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Send Email Receipt

Switch this ON with a check mark to send an email receipt to the card holder when the credit card payment is processed.

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Card Type

Select the Card Type from the pick list attached to this field.

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Card Number

Enter the 16-digit Credit Card Number for the card that is being used for this payment.

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Exp

Enter the credit card Expiry Month and Year with no spaces, i.e. 1216 for December 2016.

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Code

Enter the 3 or 4-digit CVV number found on the back of the payer's credit card, beside their signature.

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AVS Street

The Address Verification Service Street is included so that Billing Tree can verify that the street address of the payer matches the zip code of the payer.

Enter the correct street address for the payer if it isn't already pre-filled to match the Billing street address of the payer.

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AVS ZIP

The Address Verification Service Zip is included so that Billing Tree can verify that the street address of the payer matches the zip code of the payer.

Enter the correct zip code of the payer if it isn't already pre-filled to match the Billing address zip code of the payer.

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Save Credit Card Info

Choose this option with a check mark if you want to update your records with the information you have filled in for this transaction. You can save the information to the Debtor or create a new Cosigner with the Class designation of "CC Payer". Older versions of Collect! use "Other" as the Class.

This switch is optional for Single Credit Card Transactions and is pre-filled checked for Recurring arrangements as the information must be sent and stored on the Billing Tree Gateway to allow future payments to process.

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To Debtor

Check this radio button to save the updated information from this transaction to the debtor. This radio button will auto-check itself if the debtor name is recognized as being in the Name field. Additional information will update from the transaction will also update to the Debtor Detail Tab if you choose to "Save credit card info."

Please be aware that this does overwrite any information that is currently stored in the Debtor Detail 2 and Debtor Detail 3 fields.

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To Cosigner

Choose this option by clicking the radio button to save the updated Payer information from this transaction to Cosigner. This option will create a new Cosigner with Class "CC Payer", if you choose to "Save credit card info". Older versions of Collect! use "Other" as the Class. Personal information and redacted card information will be stored in the Cosigner fields.

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Amount

Enter the Amount of the credit card payment you are about to process.

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Fee

This field displays the amount of the Convenience Fee.

This field is Read Only. The amount is set in the Transaction Type that you set up to use for your credit card convenience fees. Please reference the Credit Card Setup topic for details.

You must enable convenience fees for each client. Refer to Advanced Client Settings for details.

If you have set up a Transaction Type to charge the fee, it will auto-populate when you check the Apply Fee switch. It will show the amount but not include it in the Total if you have not checked the Apply Fee box.

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Apply Fee

Switch this ON with a check mark to charge a credit card convenience fee when this payment is processed.

If you have not enabled convenience fees for this Debtor's Client, then the Apply Fee field will be greyed out. Please reference to Advanced Client Settings for details.

If the client is enabled for convenience fees but you elect not to charge them on this transaction, then simply do not check the Apply Fee box. It will show the amount of fee that could be charged but it will not include the amount in the final Total.

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Total Billed To Card

This is the sum total amount billed to the credit card for this transaction, inclusive of convenience fee, if applicable.

The fee transaction is posted separately from the payment amount in Collect!. The Total is the single line item that will appear on the Debtor's credit card statement from their provider.

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PIN

This is your Billing Tree PIN. The module auto-fills this in for you after you have entered it for the first time for the current session.

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Help

Select the HELP button for Help on Single Credit Card Transaction and related topics.

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Cancel

Select the CANCEL button to close this window without submitting the payment to Billing Tree.

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Submit

Select the SUBMIT button when you have completed entering the requisite fields.

If you have missed a mandatory field or entered invalid data (i.e. zip code), you will receive a popup advising of why the transaction(s) cannot be submitted. Simply follow the directions and resubmit.

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Transaction Details

After you have successfully Submitted a transaction for a single credit card payment, you can view the results in the debtor's Transactions Tab. The convenience fee, if applicable, will also appear as a transaction item in the Tab. The Transaction Detail tab for each separate transaction contains the approval confirmation details of each transaction processed successfully by Billing Tree.

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See Also

- Billing Tree Topics

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