Debtor Maintenance - Payment Type tab - Online Payments sub-tab

Debtor payment methods can also be entered online through the Community Portal. Use the Online Payments sub-tab to:

manage credit card and direct debit information for the debtor
launch the Community Portal to edit payment method details
process an automatic payment from payment method information entered online.

Note: To use the Online Payments sub-tab your organisation must have the NAB Transact payment gateway set up so that credit card details are stored securely. See Maintaining NAB Transact setup data in the Online payments manual.

To open the Online Payments sub-tab:

Select Module > Debtors > Debtor Maintenance from the main menu.
Tip: You can also access the debtor functions by clicking
.
Search for the debtor. See Searching for debtors.
The Debtor tab of the Debtor Maintenance window is displayed.
Click the Payment Type tab.
The Manual Payments sub-tab of the Payment Type tab is displayed.
Click the Online Payments sub-tab.
The Online Payments sub-tab of the Payment Type tab is displayed.

Online Payments sub-tab key fields and buttons

Grid area fields

Field	Description

Field	Description
Status	The status of the payment method. Either: pending when the credit card details have not yet been transferred confirmed when the details have been processed by the NAB gateway. Note: Debtors activate their preferred credit card by clicking the Manage Payment Plan Stored Cards button on the Payment Plans tab in the Community Portal. Inactive payment methods are italicised and coloured grey.
Account	Account holder name.
Payment Type	Type of payment.
Credit Card	Bank	Debtor's bank.
	Card Type	Debtor's credit card type. Note: Default card types supported by Synergetic are VISA and MasterCard. If your organisation accepts other card types, contact a NAB payment gateway representative to set them up and make the card types active in luCreditCard. See luCreditCard lookup table in the Finance manual.
	Description	Description of the Debtor's credit card.
	Card Number	Debtor's credit card number. Note: For security reasons not all digits are displayed.
	Expiry	Expiry date for the credit card in DD/YYYY format.
Direct Debit	Bank	Debtor's bank.
	BSB	BSB for the debtor's bank.
	Account Number	Debtor's account number.
	Branch	Branch of the debtor's bank where their account is held.

Field	Description

Field

Description

Maintenance

OwnerID

Community ID of the owner of the credit card.

CreatedByID

Community ID of the community member that created the payment method in the Community Portal.

Note: This is usually the debtor. It can also be the last staff member that impersonated the account online by clicking the

and

buttons.

ModifiedByPortalID

Community ID of the community member that last modified the payment method.

Note: This is usually the debtor. It can also be the last staff member that impersonated the account online by clicking the

and

buttons.

Other fields
Note: Only fields not displayed in the grid area are listed below.

Field	Description

Field	Description
Show All	Select to display both processed and unprocessed records in the grid area.
Allow Automatic Payments	Select to allow this payment method to be used for automatic payments.
ID	Community ID allocated to the debtor.
CRN	Customer Reference Number allocated to the debtor. This is a unique identifier generated by Synergetic for every new payment.
Processed Date	Date and time that the selected payment method was processed as the debtor's live automatic payment details.