Difference between revisions of "FAQs on automatic epayments, recurring credit card and ACH billing"

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'''Q)''' If the automatic charge from the epayment batch is successful, what happens?
  <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Editing_an_epayment_profile|Previous]] | [[ChamberMaster_Billing-Export_to_QuickBooks_Peachtree_or_Other_Program|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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'''A)''' A payment is created and applied to the invoice. A success email is sent to the bill-to representative.
    <span>[[ChamberMaster_Billing-Automatic_Recurring_Credit_Card_Billing_and_2for_A|Automatic Recurring Credit Card Billing and/or ACH Billing]]</span> : FAQs on automatic epayments, recurring credit card and ACH billing</div>
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  <hr />
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<br />'''Q)''' What happens if the automatic charge from the epayment batch fails for some reason?
  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0JJ0HA">FAQs on automatic epayments, recurring credit card and ACH billing</span></div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
'''A)''' An attempt will be made to charge the account again every 24 hours for five days. An email is also sent to both the bill-to representative and the staff person identified under Setup->Billing Options and Settings->Credit Cards as the one to receive an automatic email notification.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
<br />'''Q)''' What does the failure notification email say?
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IJ0HA">If the automatic charge from the epayment batch is successful, what happens?</span></div></td>
+
'''A)''' The email indicates that an automatic payment has failed and instructs them to login and update their account information.
      </tr>
+
 
    </table>
+
<br />'''Q)''' What happens if the invoice created from the epayment batch is paid manually in another way while waiting for a successful automatic payment?
  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0HJ0HA">A payment is created and applied to the invoice. A success email is sent to the bill-to representative.</span></div>
+
'''A)''' Not a problem. The invoice will remain open until either an automatic or manual payment is made. Once a payment has been made, the automatic charge every 24 hours will not be attempted.
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
<br />'''Q)''' What if the payment profile is deleted instead of edited when an auto-charge failure has occurred?
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
'''A)''' If the member or your staff deletes a payment profile that was originally assigned to a recurring fee item, the fee item will need reassigned to the new payment profile in order to be successful the next time the epayment batch is run.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GJ0HA">What happens if the automatic charge from the epayment batch fails for some reason?</span></div></td>
+
 
      </tr>
+
<br />'''Q)''' If the member in an epayment batch has both an automatic and a manual epayment that will be included, will that create one invoice or two?
    </table>
+
 
  </div>
+
'''A)''' A separate invoice will be created for each payment profile and a separate invoice for manual epayments.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0FJ0HA">An attempt will be made to charge the account again every 24 hours for five days. An email is also sent to both the bill-to representative and the staff person identified under </span><span style="font-weight: bold;">Setup-&gt;Billing Options and Settings-&gt;Credit Cards</span> as the one to receive an automatic email notification. </div>
+
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
<br />'''Q)''' Can I assign a fee item with a frequency of One-Time to the epayment profiles?
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
'''A)''' No. Fees charged to epayment profiles may only be assigned a frequency that is a recurring frequency such as Annual, Semi-annually, Quarterly, or Monthly,
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EJ0HA">What does the failure notification email say?</span></div></td>
+
<br />'''Q)''' Why are there epayment profiles already listed for a representative when I haven’t set up any recurring charges yet?
      </tr>
+
 
    </table>
+
'''A)''' Representatives in Member Information Center v3/v4 have an option to “Save card securely…”. When they checkout or pay for bills. The cards (bank accounts) they save will display for staff when staff assign fees for recurring billing.
  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0DJ0HA">The email indicates that an automatic payment has failed and instructs them to </span><span style="font-family: Calibri; font-size: 11pt;">login and update their account information</span>. </div>
+
<br />'''Q)''' Why aren’t the saved cards and bank accounts for a representative available when I click “Capture Payment” when making a payment on an outstanding invoice under Members->Account tab or other locations where payment is accepted by staff?
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
'''A)''' Cards and bank account information in this area are stored for the member as a whole and are not tied to a particular representative. The information at this location is separate from the information available when assigning recurring fees.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
<br />'''Q)''' Can a member login using a “member login” to the Member Information Center and pay/save a card or bank account?
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CJ0HA">What happens if the invoice created from the epayment batch is paid manually in another way while waiting for a successful automatic payment?</span></div></td>
+
 
      </tr>
+
'''A)''' Yes, members may use a “member login” and successfully pay with a stored card or bank account. The cards/bank accounts that are saved by “member logins” are not displayed or available for staff to use when assigning recurring fees nor when staff receives payment using the “Capture Payment” button.
    </table>
+
Only representative-saved cards/bank accounts can be viewed by staff when assigning recurring fees. However, cards/bank accounts available when staff receive payments using “Capture Payment” are yet a separate list of cards/accounts entered by staff and do not come from what the member or representative enters in the Member Information Center.
  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BJ0HA">Not a problem. The invoice will remain open until either an automatic or manual payment is made. Once a payment has been made, the automatic charge every 24 hours will not be attempted. </span></div>
+
<br />'''Q)''' Do I need both Customer Information Manager (CIM) and eCheck.Net enabled with Authorize.Net?
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
'''A)''' You need both enabled if you want to automatic recurring charges to your member bank accounts (ACH). CIM is what allows you to collect and store the account information (credit card information by default) and eCheck.Net allows the collection and processing of the bank account information.
      <tr valign="baseline">
+
If you simply want to do automatic recurring charges to member credit/debit cards, then eCheck.Net is not needed. You only need to enable CIM in that case. .
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AJ0HA">What if the payment profile is deleted instead of edited when an auto-charge failure has occurred?</span></div></td>
+
<br />'''Q)''' What if I don’t use Authorize.Net for my credit card processing company? Do you have any options that will assist me with these recurring charges?
      </tr>
+
 
    </table>
+
'''A)''' Yes. If you select “manual epayment” on your member fee, an automatic invoice and payment will be created for these customers when you run the Monthly Renewals – epayments batch. You would setup your automatic recurring charges through your own financial institution or credit card company but use ChamberMaster / MemberZone to create the accounting transaction.
  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E06I0HA">If the member or your staff deletes a payment profile that was originally assigned to a recurring fee item, the fee item will need reassigned to the new payment profile in order to be successful the next time the epayment batch is run.</span></div>
+
[[Category:Billing]][[Category:Credit Card Processing]]
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05I0HA">If the member in an epayment batch has both an automatic and a manual epayment that will be included, will that create one invoice or two?</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E04I0HA">A separate invoice will be created for each payment profile and a separate invoice for manual epayments. </span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03I0HA">Can I assign a fee item with a frequency of One-Time to the epayment profiles?</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E02I0HA">No. Fees charged to epayment profiles may only be assigned a frequency that is a recurring frequency such as Annual, Semi-annually, Quarterly, or Monthly, </span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01I0HA">Why are there epayment profiles already listed for a representative when I haven’t set up any recurring charges yet?</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0ZI0HA">Representatives in Member Information Center v3/v4 have an option to “Save card securely…”. When they checkout or pay for bills. The cards (bank accounts) they save will display for staff when staff assign fees for recurring billing. </span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YI0HA">Why aren’t the saved cards and bank accounts for a representative available when I click “Capture Payment” when making a payment on an outstanding invoice under Members-&gt;Account tab or other locations where payment is accepted by staff</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0XI0HA">Cards and bank account information in this area are stored for the member as a whole and are not tied to a particular representative. The information at this location is separate from the information available when assigning recurring fees. </span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WI0HA">Can a member login using a “member login” to the Member Information Center and pay/save a card or bank account?</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0VI0HA">Yes, members may use a “member login” and successfully pay with a stored card or bank account. The cards/bank accounts that are saved by “member logins” are not displayed or available for staff to use when assigning recurring fees nor when staff receives payment using the “Capture Payment” button. </span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0UI0HA">Only representative-saved cards/bank accounts can be viewed by staff when assigning recurring fees. However, cards/bank accounts available when staff receive payments using “Capture Payment” are yet a separate list of cards/accounts entered by staff and do not come from what the member or representative enters in the Member Information Center.</span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TI0HA">Do I need both Customer Information Manager (CIM) and eCheck.Net enabled with Authorize.Net?</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0SI0HA">You need both enabled if you want to automatic recurring charges to your member bank accounts (ACH). CIM is what allows you to collect and store the account information (credit card information by default) and eCheck.Net allows the collection and processing of the bank account information.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0RI0HA">If you simply want to do automatic recurring charges to member credit/debit cards, then eCheck.Net is not needed. You only need to enable CIM in that case. .</span></div>
+
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <tr valign="baseline">
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-sq_bullet.jpg|7px]]</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QI0HA">What if I don’t use Authorize.Net for my credit card processing company? Do you have any options that will assist me with these recurring charges?</span></div></td>
+
      </tr>
+
    </table>
+
  </div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0PI0HA">Yes. If you select “manual epayment” on your member fee, an automatic invoice and payment will be created for these customers when you run the </span><span style="font-weight: bold;">Monthly Renewals – epayments</span> batch. You would setup your automatic recurring charges through your own financial institution or credit card company but use ChamberMaster / MemberZone to create the accounting transaction. <span style="font-family: Calibri; font-size: 11pt;">Check out the instructions here</span>.</div>
+
</div>
+

Revision as of 10:40, 6 November 2015

Q) If the automatic charge from the epayment batch is successful, what happens?

A) A payment is created and applied to the invoice. A success email is sent to the bill-to representative.


Q) What happens if the automatic charge from the epayment batch fails for some reason?

A) An attempt will be made to charge the account again every 24 hours for five days. An email is also sent to both the bill-to representative and the staff person identified under Setup->Billing Options and Settings->Credit Cards as the one to receive an automatic email notification.


Q) What does the failure notification email say?

A) The email indicates that an automatic payment has failed and instructs them to login and update their account information.


Q) What happens if the invoice created from the epayment batch is paid manually in another way while waiting for a successful automatic payment?

A) Not a problem. The invoice will remain open until either an automatic or manual payment is made. Once a payment has been made, the automatic charge every 24 hours will not be attempted.


Q) What if the payment profile is deleted instead of edited when an auto-charge failure has occurred?

A) If the member or your staff deletes a payment profile that was originally assigned to a recurring fee item, the fee item will need reassigned to the new payment profile in order to be successful the next time the epayment batch is run.


Q) If the member in an epayment batch has both an automatic and a manual epayment that will be included, will that create one invoice or two?

A) A separate invoice will be created for each payment profile and a separate invoice for manual epayments.


Q) Can I assign a fee item with a frequency of One-Time to the epayment profiles?

A) No. Fees charged to epayment profiles may only be assigned a frequency that is a recurring frequency such as Annual, Semi-annually, Quarterly, or Monthly,


Q) Why are there epayment profiles already listed for a representative when I haven’t set up any recurring charges yet?

A) Representatives in Member Information Center v3/v4 have an option to “Save card securely…”. When they checkout or pay for bills. The cards (bank accounts) they save will display for staff when staff assign fees for recurring billing.


Q) Why aren’t the saved cards and bank accounts for a representative available when I click “Capture Payment” when making a payment on an outstanding invoice under Members->Account tab or other locations where payment is accepted by staff?

A) Cards and bank account information in this area are stored for the member as a whole and are not tied to a particular representative. The information at this location is separate from the information available when assigning recurring fees.


Q) Can a member login using a “member login” to the Member Information Center and pay/save a card or bank account?

A) Yes, members may use a “member login” and successfully pay with a stored card or bank account. The cards/bank accounts that are saved by “member logins” are not displayed or available for staff to use when assigning recurring fees nor when staff receives payment using the “Capture Payment” button. Only representative-saved cards/bank accounts can be viewed by staff when assigning recurring fees. However, cards/bank accounts available when staff receive payments using “Capture Payment” are yet a separate list of cards/accounts entered by staff and do not come from what the member or representative enters in the Member Information Center.


Q) Do I need both Customer Information Manager (CIM) and eCheck.Net enabled with Authorize.Net?

A) You need both enabled if you want to automatic recurring charges to your member bank accounts (ACH). CIM is what allows you to collect and store the account information (credit card information by default) and eCheck.Net allows the collection and processing of the bank account information. If you simply want to do automatic recurring charges to member credit/debit cards, then eCheck.Net is not needed. You only need to enable CIM in that case. .


Q) What if I don’t use Authorize.Net for my credit card processing company? Do you have any options that will assist me with these recurring charges?

A) Yes. If you select “manual epayment” on your member fee, an automatic invoice and payment will be created for these customers when you run the Monthly Renewals – epayments batch. You would setup your automatic recurring charges through your own financial institution or credit card company but use ChamberMaster / MemberZone to create the accounting transaction.