The Account Search gives you the ability to view credit card and bank account information for all customer E-Pay accounts, both recurring and non-recurring.
Note
The Account Search window is only displayed if you have been licensed for E-Pay and the permissions have been enabled.
On the Applications menu, click Customer Management > E-Pay Account Search. This displays the E-Pay Account Search window.
Note
You will only be able to view customers based on your User Limit-To profile.
Enter the necessary search criteria and click Search to view the search results. Click Close to close the window.
The E-Pay Account Search Results window contains the following information.
Account #
The unique identifier of the customer account.
Customer Name
Displays the customer name on the account.
Account Description
Displays the account description, recurring or nonrecurring.
Account Type
Displays the a account type, LEC, credit card, etc.
Card Type
Displays the credit card type.
Exp. Date
Displays the credit card expiration date.
Account Number
Display the credit card account number. These will always be masked, no matter what permissions the user has.
Expiration Date
Displays the credit card expiration date.
Start Date
Enter a start date to search by.
End Date
Enter an end date to search by.
Bill Cycle
Select a billing select from the drop-down list.
Sales Person
Sales person assigned to this account.
Last Modified
Date this account was last modified.
User Id
User ID of the person making the last modification
Right-click on a row and select View Customer or double-click on a row to view the Customer Management customer window.