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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>
| + | Users with GrowthZone Pay (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 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: arial; font-size: 11pt;">1. </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: arial; font-size: 11pt;">2. </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>
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| − | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </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: arial; font-size: 11pt;">4. </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: arial; font-size: 11pt;">5. </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: arial; font-size: 11pt;">6. </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: arial; font-size: 11pt;">7. </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>
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| − | </tr>
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| − | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">8. </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>
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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>
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| − | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">9. </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>
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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>
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| − | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">10. </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>
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| − | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">11. </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>
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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>
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| − | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">12. </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>
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| − | </div>
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| − | <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06J0HA"> </span></div>
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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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| − | | + | #Select the member's '''Account''' tab. |
| − | [[Category:Billing]] | + | #:[[File:Add epayment profile 2021.jpg|600px|center]] |
| − | [[Category:Integrated Payment Processing]] | + | #Click the recurring fee item to which you wish to associate an ePayment Profile |
| | + | #Click the '''Charge to ACH, debit or credit card''' check-box. |
| | + | #Choose an existing Payment Profile '''OR''' click '''Add/Edit epayment Profile'''. |
| | + | #:[[File:Profile editor 2021.jpg|400px|center]] |
| | + | #Click the '''Add New Payment Profile''' link. |
| | + | #:[[File:Profile editor 2 2021.jpg|400px|center]] |
| | + | #Enter Credit Card details or Bank Account Information. '''IMPORTANT''': If you are entering a bank account, the member must verify the account. Two small deposits will be made the the bank account. The member will need to access the MIC and enter in those two small deposits. Once the account has been verified it will be available for use. |
| | + | #Click '''Save'''. |
