The payment preferences can be set at the company, collection group, and/or customer levels. You are able to quickly see what customers are paying online, and more specifically if they are paying by credit card. You will not see these options if you do not offer your customers the ability to pay online through either ACH or credit card. Follow these steps on how to use the 2 new Customer Listing filters.
Online Payment - Enabled Filter
1. Navigate to the Customers drop-down menu, and select Customer Listing.
2. Select the Filters drop-down menu, and click on Create new filter.
3. In the Online payments enabled? select the applicable criteria.
4. Lastly, click Apply Filter to pull your data.
Credit Cards - Enabled Filter
1. Follow the above steps 1 and 2.
2. In the Credit cards enabled? select the applicable criteria.
3. Lastly, click Apply Filter to pull your data.
Review these related FAQs to do more with your filters!
How can I save/update filters for reports? - Start at 5 as the previous steps are already complete.
How do I set default filters in TermSync? - Start at 5 as the previous steps are already complete.
How do I set up a scheduled report in TermSync? - Start at 7 as the previous steps are already complete.
How to Set Your Online & Credit Card Payment Preferences
1. Company Level
a. If you require this preference set at the company level, please reach out to your Account Manager.
Please Note: Changes will impact all customers.
2. Collection Group Level
a. Select the Customers drop-down menu then Manage Customer Categories.
b. Select the appropriate group within the Customer Categories.
c. Select either the name under the Collection Groups, or the View Details to see more information.
d. You are able to enable/disable your Online Payments by clicking on change in the Collection Groups Details section.
e. You are able to enable/disable your Credit Card Payments by clicking on change in the Credit Card Options section.
Please Note: Changes will impact all customers within the selected Collection Group.
3. Customer Level
a. Locate and select your customer by either entering the name in the Search Bar at the top of the page, or in your Customer Listing.
b. You will land in the Invoices portion. Navigate over one to the Customer Details tab.
c. In the Customer Details, you can change the Online Payments. The Credit Card Options are below that. You are able to change the Credit Card Payments there.
Please Note: Changes will impact the 1 customer you selected.