Collect! Credit and Collection Software™

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Credit Card Password

Enter the UserID and Password provided to you by the Payment Provider. 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 pre-filled 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.


Payment Processing Credit Card Password

Set Credit Card Login Globally

You can enter your password into the Credit Card Setup window located in the menu path "System\Preferences\ Payment Processing Setup\Credit Card Setup". It will be stored and used each time users sign into Collect!.

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Userid

Enter your UserID assigned to you by the Payment Processing. 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 the Payment Provider 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.

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Password

Enter your password assigned to you by the Payment Provider.

A globally set UserID and password 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 login popup once it has been globally configured.

Useful Note If you intend to use more than one 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.

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OK

Click OK to save the password number for your credit card payments for that Collect! session. A Per Session Login user of will be prompted again upon their next login into Collect!.

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