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To access E-Pay Accounts via the Customer menu choose Billing > E-Pay Accounts.
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Click on an account to view the details. . Recent transactions for that account are displayed below the account details. Click View All to view all transactions.
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Status Indicators
Status indicators on the summary record, and in the top right corner indicate the status of the E-Pay account.
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Status icons on the summary record:
green check mark - active account with no end date
yellow check mark - active account with pending end date
blue refresh icon - active account set for recurring billing
grey refresh icon - account was configured for recurring billing in the past or in the future
red X - inactive account
red lock - terminated Account
Accounts that have an end-date more than 3 months in the future are displayed as Active (Green Check).
The details status indicator displays how much remaining time is left on an account that ends within 3 months.
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Note
An account is considered Terminated when it does not have a payment token or an encrypted bank account number associated to it.
Restricting Payment Methods for Customers in Bad Standing
You can flag accounts with a history of bad check writing. Flagged customer accounts are not allowed to make ACH (checking/savings) payments through Desktop Client, Customer Care, and OnlineBill. These customers, can only use guaranteed funds for payments (i.e. cash or approved credit card transactions). This can help reduce returned check fees. For more on this see Blocking ACH Payments for Customers in Bad Standing.
E-Pay Actions
Configuration Note: Hiding E-Pay Actions in Environments that are not Configured
E-Pay action buttons (New, Make Payment, Issue Credit, etc,) are not displayed in environments that do not have payment gateway information configured.
When the Admin Console setting, Allow ACH Batch Transactions is enabled, the options for creating Bank accounts and Bank account transactions will be visible.