To make a payment on an existing account, select the account and then click MAKE PAYMENT.
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Note
The system displays a warning when the account has an active recurring E-Pay account.
Enter the payment information in the Make Payment window.
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Credit Card
Bank Account
Note
The Bank Account form has an additional field for specifying Authorization Type (phone or in person as required for ACH transactions).
If You Choose Not To Process Immediately
If you choose to not process the payment immediately (by unchecking the check box), an additional field is displayed for entering the date and time on which to process the payment.
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Process Date is a required date/time field. You can enter any date in the future (if not in the future, the payment will be processed immediately).
On submitting the payment, the system waits for the scheduled job to run before posting the payment. For example, if Process Date is set to noon on 02/08/2018, but the job doesn’t run until 3 pm on 02/08/2018, the payment is processed at 3 pm. The transaction posted date/time will reflect the scheduled job date/time, not what you enter for Process Date.
Process Immediately Notes
For payments marked to Process Immediately, the E-Pay transaction status is set to Sent and the system calls the gateway. Once complete the system updates the E-Pay transaction record with the results.
If errors are returned you may issue a VOID using the provider transaction id.
Note
For bank accounts, if the Admin Console E-Pay setting, Bypass E-Check Processing, is enabled, the Process Immediately check box is unchecked and disabled. A message indicates the System is not configured for Real-time ACH processing.
For payments not marked to Process Immediately, transaction status is set to Unprocessed.
For Make Payment, there is a check against pending transactions, existing payments, or a payment information item on a cart within a +/- 24 hour period.
If an item is found then a warning is displayed asking the user if they whether or not to continue.
If the transaction is being processed immediately, the associated payment/adjustment is created automatically once the transaction is approved.