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Payment MethodCentreBill allows several methods of payment to be saved against a customer. One of the saved methods is then
assigned as the default method.
The following may be configured for each payment type:
- Payment Method
– from the predefined drop down menu a payment type is selected. This will dynamically load the relevant payment details form
- Bill Day
– the day of the month that the customer is to be billed and defaults to the day on which the customer record was added to CentreBill
- Payment Type
– this defaults to Anniversary in which case the Bill Day defined above will be used. Alternatively this may be changed to Calendar in which case billing will run on the first of each month for the customer
- Payment Details
– this form is dynamically loaded depending upon Payment Method
- Auto Deduct
– the checkbox is ticked if the customer authorizes the provider to automatically charge their credit card when due
Default Service
The default service is automatically set to be the first service which is added to CentreBill, or in the
event that this service is cancelled, then the next oldest service in the service list for the customer.
- Default Service
– this is a drop down list and may be used to override the default service allocated automatically by the system.
- Password
– this is the password used by the customer to log onto the Members Area (MI3)
- Reference
– this is the name given to the service for by the customer (automatically defaults to service name) and is used as the username to log onto the Members Area (MI3)
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