Payment Processing Setup

The Payment Processing Setup window is accessed via the menu path "System\Preferences\Payment Processing 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 Payment Provider Gateways and the default transaction types, convenience fee and other preferences that the module will use.

Payment Processing Setup

Setup areas include:

• Payment Gateways
• Fee Plans
• EFT Notices Setup
• Debtor Portal Rules

Payment Gateways

Select the PAYMENT GATEWAYS button to view Payment Processing Gateways. This is where you enter your login credentials to and set your company preferences for how you want the module to function with respect to each gateway.

Fee Plans

Select the FEE PLANS button to view your Payment Processing Fee Plans. This is where you configure complex fee structures by state.

This feature is available for complext fee structures. If you are using simple structures, you can define them on the Gateway form. If you are using fees defined by your gateway provider, then nothing needs to be configured.

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.

Debtor Portal Rules

Select the DEBTOR PORTAL RULES button to configure global rules for the Debtor/Consumer Portal. You can define minimum payment amounts, maximum number of payments, and settlement rules.

You can also leave the rules blank and configure the rules on a client-by-client basis.

Help

Select the HELP button for help on the Payment Processing Setup window and related topics.

OK

Select the OK button to close the Setup window.