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.

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.

Card Number

Debtor's credit card number.

Note: For security reasons not all digits are displayed.

Expiry

Expiry date for the credit card.

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.

Show All

Select to display both processed and unprocessed records in the grid area.

Active

Selected if the payment method in the grid area is the debtor's active payment method.

Note: Debtors can choose their active payment type in the Community Portal.

Allow Automatic Payments

Select to allow this payment method to be used for automatic payments.

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.

Launch the Community Portal to edit the credit card or direct debit details for the debtor.

Process the selected grid entry as the payment method for automatic payments.

The payment method is moved to the Automatic Payment Methods grid on the Automatic Payments sub-tab.