Transition Client ACH Payments to Credit Card Payments when Disabling eCheck.Net Service

Summary

Transition clients from ACH payments to Credit Card payments

IMPORTANT: If a profile is deleted and it was associated with one or more plans, another payment profile MUST be assigned to the plan before automatic payment processing can continue.

When

• Disablement of the Authorize.Net eCheck.Net service related to ownership changes.

Permission Level

Administrator

Things to Know

• The Potential Payment Issues report is an easy way to view and address future payments that will not process due to an inaccurate payment profile.
• Actual credit card, debit card and/or bank account information is stored within your payment gateway service provider, Authorize.Net. Petly Plans displays the last four digits of an account to differentiate accounts more easily.

Steps

The following Automatic Monthly Payment Withdrawals Report will assist you in identifying the Petly Plans ACH clients that will need to be contacted to get updated payment details.  

1. Within the Petly Plans Port, Select Menu 
   1. Within Menu, Select Reports 
   2. Under Basic Reports, Select Payments
   3. Under Report Presets, Select Automatic Monthly Payment Withdrawals
   4. Payments in a Month and Year, Select current Month & Year
   5. Select Generate Report
   6. Under Payments Report, Select Edit Report Filters
   7. Under Account Filters, Locate Account Type and deselect credit card account
   8. Scroll down, Select Generate Report
2. Then contact each owner to discuss and obtain new credit card information.  
   1. The following steps will need to be completed for each ACH Client to delete a payment profile, add a payment profile, and mark the new payment profile as the primary form of payment for future automatic payments. 
      1. How to Delete a Payment Profile: Removing a payment profile that is no longer being used to collect payments. 
      2. How to Add a Payment Profile: Add a new payment profile to use with a Petly Plans client account. 
      3. How to Choose the Payment Profile to Charge for the Plan Payments: Each plan must have a default payment profile selected to automatically charge payments through the Petly Plans application. 

Other Helpful Resources

• Add a Payment Profile
• Choose a Payment Profile to Charge for the Plan Payments
• Update a Payment Profile