The E-Pay Accounts window lists the E-Pay information on file for the customer, including current customer information and all accounts that have been set up for their E-Pay transactions.
The E-Pay Accounts list window contains the following information.
| A yellow check mark denotes an active account number with a pending end date. A green check mark denotes an active account number with no end date. A red X denotes an inactive or terminated account. |
| A blue recurring symbol denotes an account that is used for each billing period. If there is no blue recurring symbol, the account is not used on a recurring basis. |
Account Description | Indicates whether the account is used for payment for each billing period (Recurring) or not (Non-Recurring). |
Account Type | Type of E-Pay account, such as Visa, MasterCard, ACH Bank Account. |
Account Number | Account number, with partial masking. |
Expiration Date | Expiration date of the account, if applicable. |
Last Modified | Date and time the account was last modified. |
User ID | ID of the user who last modified the account. |
If you select an account in the Account Information section, the corresponding information for that account is displayed in the lower part of the window.
See Adding New Credit Card Accounts for the field descriptions of credit cards.
See Adding New Checking/Savings (ACH) Accounts for the field descriptions of ACH bank accounts.
See also:
Deactivating/Reactivating E-Pay Accounts