Difference between revisions of "Adding an ePayment Profile"

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   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QK0HA">Once you’ve enabled </span><span style="font-family: Calibri; font-size: 11pt;">Customer Information Manager (CIM)</span> with Authorize.Net, then you will have options to add new epayment profiles to your member accounts that can be used for recurring billing.</div>
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QK0HA">Users with Integrated Payment Processing (or Authorize.Net with CIM enabled) have the option to add new epayment profiles to your member accounts that can be used for recurring billing.</div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0PK0HA">Add a new epayment profile</span></div>
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   <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0PK0HA">Add a new epayment profile</span></div>
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OK0HA">Login to ChamberMaster / MemberZone.</span></div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0OK0HA">Login to ChamberMaster / GrowthZone.</span></div></td>
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NK0HA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0NK0HA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MK0HA">Select the desired member from the </span><span style="font-weight: bold;">Members</span> drop-down list.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0MK0HA">Select the desired member from the </span><span style="font-weight: bold;">Members</span> drop-down list.</div></td>
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LK0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0LK0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KK0HA">Open the </span><span style="font-weight: bold;">Membership Fees and Dues</span> area.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0KK0HA">Open the </span><span style="font-weight: bold;">Membership Fees and Dues</span> area.</div></td>
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JK0HA">Click </span><span style="font-weight: bold;">Assign Fee Items</span> or click into the <span style="font-weight: bold;">Name</span> of an existing fee assignment.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0JK0HA">Click </span><span style="font-weight: bold;">Assign Fee Items</span> or click into the <span style="font-weight: bold;">Name</span> of an existing fee assignment.</div></td>
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IK0HA">Select </span><span style="font-weight: bold;">Charge to ACH, debit or credit card</span>.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0IK0HA">Select </span><span style="font-weight: bold;">Charge to ACH, debit or credit card</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HK0HA">Click the arrow to open the drop-down list and click </span><span style="font-weight: bold;">Add/Edit epayment profile</span>.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0HK0HA">Click the arrow to open the drop-down list and click </span><span style="font-weight: bold;">Add/Edit epayment profile</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
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   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0GK0HA">[[Image:ChamberMaster_Billing-Adding_an_epayment_profile-CMBilling.1.110.1.jpg]]</span></div>
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0GK0HA">[[Image:ChamberMaster_Billing-Adding_an_epayment_profile-CMBilling.1.110.1.jpg]]</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FK0HA">Make sure the correct representative name is selected.  Select the name of the rep who will be managing and updating this card profile with new expiration dates etc..</span></div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0FK0HA">Make sure the correct representative name is selected.  Select the name of the rep who will be managing and updating this card profile with new expiration dates etc..</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0EK0HA">[[Image:ChamberMaster_Billing-Adding_an_epayment_profile-CMBilling.1.110.2.jpg]]</span></div>
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0EK0HA">[[Image:ChamberMaster_Billing-Adding_an_epayment_profile-CMBilling.1.110.2.jpg]]</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DK0HA"> If this is not the first profile for this rep and you are adding an additional profile, make sure to click </span><span style="font-weight: bold;">Add a New Payment Profile</span>.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0DK0HA"> If this is not the first profile for this rep and you are adding an additional profile, make sure to click </span><span style="font-weight: bold;">Add a New Payment Profile</span>.</div></td>
 
       </tr>
 
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     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">11. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CK0HA">Ensure that the correct account type is selected (</span><span style="font-weight: bold;">Credit Card</span> vs. <span style="font-weight: bold;">Bank Account</span>) and then complete the fields on screen.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0CK0HA">Ensure that the correct account type is selected (</span><span style="font-weight: bold;">Credit Card</span> vs. <span style="font-weight: bold;">Bank Account</span>) and then complete the fields on screen.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BK0HA">If you don’t have “Bank Account” as an option, you need to enable eCheck.Net with Authorize.Net and also enable the setting to allow payment with bank account.  </span><span style="font-family: Calibri; font-size: 9pt;">See instructions here</span>.</div>
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   <div style="color: #5F497A; font-family: arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BK0HA">If you don’t have “Bank Account” as an option, you need to enable eCheck.Net with Authorize.Net and also enable the setting to allow payment with bank account.  </span><span style="font-family: arial; font-size: 9pt;">See instructions here</span>.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">12. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AK0HA">Click </span><span style="font-weight: bold;">Add Profile</span>.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0AK0HA">Click </span><span style="font-weight: bold;">Add Profile</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06J0HA"> </span></div>
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06J0HA"> </span></div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E05J0HA">Note: Account information that is securely stored by a representative while checking out or paying a bill will display in the list of cards and accounts that you see in your list.  Make sure that you have authorization to use the stored card for recurring payments before assigning as a recurring charge to that account.</span>
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   <div style="color: #5F497A; font-family: arial; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E05J0HA">Note: Account information that is securely stored by a representative while checking out or paying a bill will display in the list of cards and accounts that you see in your list.  Make sure that you have authorization to use the stored card for recurring payments before assigning as a recurring charge to that account.</span>
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[[Category:Billing]]
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[[Category:Integrated Payment Processing]]

Revision as of 20:43, 27 April 2017

Users with Integrated Payment Processing (or Authorize.Net with CIM enabled) have the option to add new epayment profiles to your member accounts that can be used for recurring billing.
Add a new epayment profile
1.
Login to ChamberMaster / GrowthZone.
2.
Click Members in the left-hand menu.
3.
Select the desired member from the Members drop-down list.
4.
Click the Account tab.
5.
Open the Membership Fees and Dues area.
6.
Click Assign Fee Items or click into the Name of an existing fee assignment.
7.
Select Charge to ACH, debit or credit card.
8.
Click the arrow to open the drop-down list and click Add/Edit epayment profile.
ChamberMaster Billing-Adding an epayment profile-CMBilling.1.110.1.jpg
9.
Make sure the correct representative name is selected. Select the name of the rep who will be managing and updating this card profile with new expiration dates etc..
ChamberMaster Billing-Adding an epayment profile-CMBilling.1.110.2.jpg
10.
If this is not the first profile for this rep and you are adding an additional profile, make sure to click Add a New Payment Profile.
11.
Ensure that the correct account type is selected (Credit Card vs. Bank Account) and then complete the fields on screen.
If you don’t have “Bank Account” as an option, you need to enable eCheck.Net with Authorize.Net and also enable the setting to allow payment with bank account. See instructions here.
12.
Click Add Profile.
 
Note: Account information that is securely stored by a representative while checking out or paying a bill will display in the list of cards and accounts that you see in your list. Make sure that you have authorization to use the stored card for recurring payments before assigning as a recurring charge to that account.