Auto-debit system overview

TERMINAL TYPES TRAINING VIDEO SETUP

 

Virtual terminal  (ONE-TIME PAYMENTS)

VIRTUAL TERMINAL VT: BANK EFT VT: REMINDERS VT: CASH

 

AUTO-DEBIT SCHEDULER  (RECURRING PAYMENTS)

ADS: SCHEDULER ADS: REMINDERS ADS: EDIT ADS: BANK EFT

 

CP MOBILE  (ONE-TIME APP PAYMENTS)

CP MOBILE INTRO TRAININGMOBILE: SWIPEMOBILE: KEY-ENTER

MOBILE: BANK EFT MOBILE: VOIDMOBILE: REFUNDMOBILE: ASSIGN

 

GIFT CARDS

GC: ABOUT GC: LOAD CARD GC: REDEEM CARD GC: CHECK VALUE

GC: VALUE REPORT GC: TRANSFER GC: PROMO CREDIT GC: TRAINING VIDEO

 

AUTO-DEBIT SYSTEM ACTIONS

VOID REFUND PARTIAL REFUND DECLINED

 

AUTO-DEBIT SYSTEM FEATURES

LINK ACCOUNTS FAMILY WALLET DIGITAL SIGNATURES SIGNATURE ON FILE

PAYMENT SPLITTER BILLING VAULT AUTO-CARD UPDATER eSTATEMENTS

 

AUTO-DEBIT SYSTEM REPORTS

PAST TRANSACTIONS POSTED PAYMENTS VIEW AUTO-DEBIT AUTO-DEBIT REPORT

DAILY DEPOSITS EXPIRED CARDS EXP CARD EMAIL CANCELED

 

AUTO-DEBIT SYSTEM STATISTICS

REVENUE PROJECTION LIFETIME REVENUE REVENUE ANALYZER PAYMENT STATS

POSTED REV ANALYZER - - -

 

AUTO-DEBIT SYSTEM GROUPS

CREATE GROUP W/ PAYMENT GROUP AFTER PAYMENT REMOVE GROUP

SEARCH PAYMENT GROUP - - -

 

AUTO-DEBIT SYSTEM INTEGRATIONS

OVERVIEW CHIROTOUCH GENESIS CHIROHD

ECLIPSE PAYDC PLATINUM OTHER

 

END-OF-DAY IN-OFFICE PROCEDURES

RECONCILING CLEAR REPORT UNARCHIVE TRX MASS ARCHIVE

 

MERCHANT SERVICES

USA APPLICATION STATEMENTS RECONCILE DEPOSITS SELLING BUSINESS

CAN APPLICATION UPDATE INFO UPDATE BANK 1099-K