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

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.

ModifiedByPortal
ID

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.

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.

Set the selected payment method in the grid area as the debtor's active payment method.

Active payment methods are displayed in regular black text.

Note: Debtors can activate their payment type by clicking the Manage Payment Plan Stored Cards button on the Payment Plans tab in the Community Portal.

Deactivate the payment method selected in the grid area.

Delete the payment method selected in the grid area.

Launch the Community Portal to impersonate the Debtor ID and edit the debtor's payment option.

Note: You need to update the CommunityPortal:Settings:LiveURL configuration setting with your portal address for this button to work. See CommunityPortal:Settings:LiveURL configuration setting in the Community Portal Configuration manual.

Launch the Community Portal as the owner of the currently selected row to edit the debtor's payment option.

Transfer the selected payment method in the grid area to 'live'.

Note: This transfers the payment method details to automatic payments and updates the Credit Card Details area. See Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab.

Launch the Community Maintenance window for the debtor. See Maintaining community members in the Community manual.