Billing Profiles

Type:    Form
Description: Provides access to billing profiles information and modification options.
Items:


Billing Profile Search

Includes search criteria to locate billing profiles.
¦_
Find
Executes search based on predefined criteria.
¦_
Clear
Clears any selected criteria - resets the form to its original state.
¦_
ID
Search criteria to locate billing profile by unique code.
¦_
Name
Search criteria to locate billing profile with a specific name by entering either full name or partial name.

Billing Profile List

Includes billing profiles found based on the search criteria specified.
¦_
ID
Identifier of the object used for references; auto-incremented integer value.

References: Processing Profile.Id
¦_
Name
Name associated with this billing profile or billing profile name.

References: Processing Profile.Name
¦_
Edit
Allows to review and edit the selected billing profile.
Opens Form: New Billing Profile
¦_
New
Allows to create a new billing profile.
Opens Form: New Billing Profile

New Billing Profile

Includes various settings for creation of a new billing profile.
¦_
Save
Saves all changes on the form.
¦_
Close
Closes form without saving any changes.

General

Includes general information about billing profiles.
¦_
Merchant/Account
Code of Merchant Account to which instance of this object is attributed to.

Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code.

The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database.

References: Processing Profile.Merchant Account Code
¦_
Active
Indicates whether the record is active in the system.

References: Processing Profile.Is Active

Billing Profile

Includes various billing profile information.
¦_
ID
Identifier of the object used for references; auto-incremented integer value.

References: Billing Profile.Id
¦_
Name
Name of the billing profile.

References: Billing Profile.Name
¦_
Age
Time period (in days) that indicates how old are invoices on which a billing profile is based.

References: Billing Profile.Age
¦_
Min Amount
Minimum amout contained in invoice that billing profile is applied to.

References: Billing Profile.Min Amount
¦_
Max Amount
Maximum amout contained in invoice that billing profile is applied to.

References: Billing Profile.Max Amount
¦_
Include CC
Indicates whether credit cards processing is included in the billing profile.

References: Billing Profile.Include Cc
¦_
Include ACH
Indicates whether direct debit transactions processing is included in the billing profile.

References: Billing Profile.Include Ach
¦_
Include Statement
Indicates whether processing of corresponding transactions from merchant statement are included in the billing profile.

References: Billing Profile.Include Statement
¦_
Reattempt Declines
Indicates whether unpaid invoices from previous billings must be included in billing profile for processing retry.

References: Billing Profile.Reattempt Declines
¦_
Item
Items that are included in billing profile processing.

References: Billing Profile.Item Mask
¦_
Account Group
Account groups that are included in billing profile processing.

References: Billing Profile.Account Group Mask