Billing Tree Credit Card PIN
Enter the Server (url), Source Key (UserID) and PIN
( Password) provided to you by Billing Tree. You need to
enter this login information once per session unless you
opt to enter a Global login, in which case the login
credentials will be prefilled for all users. If you opt
for the non-global site login, then users will be prompted
to add the information again on their next Collect! login.
To access the setup screen, the menu path is
"System\ Preferences\ Billing Tree Setup\ Credit Card Setup".
Billing Tree Credit Card PIN
Set Credit Card Login Globally
You can enter your PIN (password) into
the Credit Card Setup window located
in the menu path
"System\Preferences\ Billing Tree Setup\Credit
Card Setup". It will be stored and used
each time users sign into Collect!. Except
for User Levels 1, 10 & 99, your other
users in all other levels will not see the
Billing Tree PIN prompt at all after the
global login is created.
Server
This is where you enter the url (web
address) of the Billing Tree Credit
Card Gateway that is provided to you by
Billing Tree.
Source Key
Enter your Source Key (User ID or Login ID)
assigned to you by Billing Tree. This is
historically a very long alphanumeric code
that can contain special characters such as
an underscore in the first position.
You can set up different user logins with
Billing Tree if you need to set different
transaction amount limits for your operators.
In this instance (multi-logins), you would not
wish to set the global login credentials in
the setup window.
PIN
Enter your PIN (password) assigned to you by
Billing Tree.
A globally set Source Key and PIN will be
presented to level users 1, 10 & 99 much like a
'Remember Me' login presents anywhere else;
it will be auto-filled. If there are no changes
to the info, these users need only click OK to
proceed to the next screen. All other user
levels will not see or be presented with the Billing Tree
login popup once it has been globally configured.
Per Session Credit Card Logins
Alternatively, if your company has need of different logins
to control user permissions such as max credit card balance
they are allowed to process without management authorization,
then not setting a global signon for Credit Cards would be
recommended. This would mean that each user would be required
to enter his or her login credentials each day (or per Collect!
session).
If you intend to use more than one Billing Tree login
account to apply payments, it is important to be
aware that you must run a Reconcile Credit Card
History daily for EACH separate login being used.
OK
Click OK to save the PIN number for your
credit card payments for that Collect!
session. A Per Session Login user of
Billing Tree will be prompted again upon
their next login into Collect!.
See Also
- Billing Tree Topics
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