Billing Tree Setup

The Billing Tree Setup window is accessed via the menu path "System\Preferences\Billing Tree Setup". This screen is where you set up the configurations that the module will use for your connectivity and default company preferences. These details include login credentials that the module needs to connect to the Billing Tree Gateways and the default transaction types, convenience fee and other preferences that the module will use.

You have separate setup windows for credit cards or ACH payments. ACH payments are for debits coming from someone's checking or savings bank account. These are possible because the debtor provides their banking information to you with their verbal authorization to withdraw a payment electronically. You can also set up sending EFT Notices to comply with EFT regulations.

Billing Tree Setup

Additional settings enable you to control charging convenience fees, enabling debug logging and setting how to handle NSFs for recurring payments.

It is recommended to check the box beside "Enable verbose logging" in the Credit Card and ACH Setup windows. This Collect!-to-Billing Tree logging will be vital in assisting you if there are any system-to-system issues requiring technical assistance from either Comtech or Billing Tree.

Setup areas include:

• Credit Card Setup
• ACH Setup
• EFT Notices Setup

Press F1 in any field in any of the setup windows for greater detail about the fields and the function they serve.

Credit Card Setup

Select the CREDIT CARD SETUP button to configure your settings. This is where you enter your login credentials to the Billing Tree Credit Card Gateway and also set your company preferences for how you want the module to function with respect to credit card payment handling within your company.

ACH Setup

Select the ACH SETUP button to configure your settings. This is where you enter your login credentials to the Billing Tree ACH Gateway and also set your company preferences for how you want the module to function with respect to ACH payment handling within your company.

EFT Notices Setup

Select the EFT NOTICES SETUP button to select the letters that you wish to use for your recurring credit card and/or ACH payments. You can also configure the days prior to payment for sending out the notices.

Help

Select the HELP button for help on the Billing Tree Setup window and related topics.

OK

Select the OK button to close the Setup window.