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| + | #REDIRECT [[Editing an Epayment Profile]] |
| − | <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Adding_an_epayment_profile|Previous]] | [[ChamberMaster_Billing-FAQs_on_automatic_epayments_recurring_credit_ca|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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| − | <span>[[ChamberMaster_Billing-Automatic_Recurring_Credit_Card_Billing_and_2for_A|Automatic Recurring Credit Card Billing and/or ACH Billing]]</span> : Editing an epayment profile</div>
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| − | <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E04J0HA">Editing an epayment profile</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03J0HA">Once you’ve enabled Customer Information Manager (CIM) with Authorize.Net, then you will have options to add, edit and delete epayment profiles on your member accounts that can be used for recurring billing.</span></div>
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| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E02J0HA">Edit an existing epayment profile</span></div>
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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;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01J0HA">Login to ChamberMaster / MemberZone.</span></div></td>
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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;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZJ0HA">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: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YJ0HA">Select the desired member from the </span><span style="font-weight: bold;">Members</span> drop-down list.</div></td>
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| − | </tr>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XJ0HA">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><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WJ0HA">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><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VJ0HA">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><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UJ0HA">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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| − | <div style="margin-left: 18pt;">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TJ0HA">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: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0SJ0HA">[[Image:ChamberMaster_Billing-Editing_an_epayment_profile-CMBilling.1.111.1.jpg]]</span></div>
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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;">9. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RJ0HA">Make sure the representative name that you wish to edit is selected. </span></div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0QJ0HA">[[Image:ChamberMaster_Billing-Editing_an_epayment_profile-CMBilling.1.111.2.jpg]]</span></div>
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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;">10. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PJ0HA">Click the profile that you wish to edit.</span></div></td>
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| − | </tr>
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| − | <div style="margin-left: 18pt;">
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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><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OJ0HA">Enter the new information.</span></div></td>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NJ0HA">Since the information is not actually stored at this location and can never be seen by your staff, you must enter the complete information again. For credit cards this will include entering a new card number, CSC, and expiration date.</span></div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MJ0HA">Click </span><span style="font-weight: bold;">Update Profile</span>.</div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0LJ0HA"> </span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0KJ0HA">Note: This same account information is </span><span style="font-family: Calibri; font-size: 9pt;">available to the representative for them to edit</span> in the Member Information Center v4 under <span style="font-family: Calibri; font-size: 9pt;">Account Settings->Billing->Payment Profiles</span>. Member Information Center v3 user will access <span style="font-family: Calibri; font-size: 9pt;">Payment Profiles under the Search menu</span>.</div>
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