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Some of the design features of the credit card processing module include the following.  

• Import and Export Credit Card Data

• Expired Credit Card Option

• Import and Export Bank Data

• Lock Box Processing

The CCPM creates a text interface file that your Global PC can process.  This file consists of your customers’ valid credit card data that needs to be processed.  You can process transactions for both one-time only customers and month-end customers.

Import Credit Card Data

After Global PC processes the data in your export file, you will want to import the data, which RM2000 recognizes as “results” data.  Go to Import Data, under Transactions, Payments, Process Credit Cards, and you will see the following screen:

Select Global PC and the correct date, then click OK.

Once the import has completed the payments can be reviewed. 

When you import this file, the CCPM automatically generates a report of activity that says whether each credit card was processed and rejected or approved.

When a credit account is approved, the CCPM automatically stores payment information in the Payments file in RM2000.  However, you will need to post these transactions to the customers’ accounts.

If a credit account is rejected, you have the option to generate a one-page, fold-up letter informing the customer why the bank rejected their credit card.  This letter will fit in a double-window envelope that your company can mail to the customer.  This letter will also request that the customer provide you with updated credit information.

To apply transactions to customer accounts, you will need to post them to their accounts by selecting Post Transactions, under Transactions.

Expired Credit Card Option

The Expired Credit Cards  option, found under Transactions, Payments, Process Credit Cards , searches your customer records for credit cards that are scheduled to expire on a specified date.  This option prints a report of these “soon-to-expire” credit card accounts for your reference. 

For each account expiring before the specified date, you have the option to generate a one-page, fold-up letter that informs the customer that their credit card will expire on the specified date. 

(ACH) Funds Transfer

Export Bank Data

The Bank Transfer creates a text interface file that your ACH Direct can process.  This file consists of your customers’ valid bank data that needs to be processed.  You can process transactions for both one-time only customers and month-end customers.

Import Bank Data

After ACH Direct processes the data in your export file, you will want to import the data, which RM2000 recognizes as “results” data.  When you import this file, the Bank Transfer automatically generates a report of activity that says whether Bank Transfer was processed and rejected or approved.

When an account is approved, the Bank Transfer automatically stores payment information in the Payments file in RM2000.  However, you will need to post these transactions to the customers’ accounts.

Lock Box Processing

You may find it convenient to transfer payments into the RM2000 system by using a spreadsheet instead of keying it in by hand if your customers drop off payments at a lock box.  This program will take a specially formatted Excel spreadsheet and acquire payment data as if it were keyed in by hand.

In order to facilitate data entry, you can enter payment information automatically without keying it manually if it has already been entered on an Excel spreadsheet.