This guide will show you how to turn the available payment methods on or off and how to set the default autopay options for your membership contracts.
***Screens and layouts may vary depending on the user settings and device compatibility.
Billing Preferences
Click on Administration.
Click on Billing
Click on Billing Preferences
Optional Payment Methods
These payment methods are used if you are accepting payments outside of EZFacility and need to record the payment within the software. The Ext stands for external payment. Any of the boxes that are checked on will show up in the drop down menu when you take a payment. Any boxes that do not have a check mark will not show up.
Save Credit Card Info For Manual Payments
Determines the default behavior of the checkbox for saving a client's credit card info when taking a manual payment. The "Yes" and "Always Save" options will not be applied when the client already has credit card info saved and you choose to manually enter a new card.
***This preference only applies to manual payments and has no affect on saving credit card info for Online Registration, Self Service or Point-of-Sale.
Saving your Changes
Ensure you Save your changes at the bottom of the page
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