Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

New Payment Plan (Bank Account Mode)

Type:    Form

Description: Allows to create new payment plan.

Modes:

Ignore

Credit Card

Bank Account

Items:

Save		Saves all changes on the form.

Close

Closes the form without saving any changes.

New Payment Plan

Includes payment plan general information.

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Amount

The amount of money charged every time billing occurs for this payment plan (e.g. amount of the transaction). Value must be submitted in cents without a decimal point. References: Payment Plan.Amount

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Creator

Code of the user that created the payment plan.

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Description

Description of the payment plan.

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Item Description

Short description of an item. References: Payment Plan.Item Description

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Terms

Allows to select the terms applied to the payment.

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Credit Card

Indicates that credit card terms are applied to the payment.

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Bank Account

Indicates that bank account terms are applied to the payment.

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Unlimited

Indicates that no terms are applied to the payment.

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# Payments

Indicates that terms depending on the number of payments are applied to the payment.

Billing

Billing settings associated with the payment plan.

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Cycle Type

Enumeration of possible values for periods of the billing cycle repeating. References: Billing Cycle.Time Cycle CL

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Weekly

Indicates that billing is done on a weekly basis.

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Biweekly

Indicates that billing is done once in two weeks.

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Monthly

Indicates that billing is done on a monthly basis.

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Quarterly

Indicates that billing is done once in three months.

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Semiannually

Indicates that billing is done once in six months.

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Annually

Indicates that billing is done once in a year.

Day		The day of a month when billing occurs. References: Billing Cycle.Day

Next Billing

Date when the next billing will occur. References: Billing Cycle.Next Billing Date

Bank Account

Includes bank account information.

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Existing

Allows to select existing bank account of the customer or create a new one.

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Name on Account

Name of the bank account or credit card holder. References: Payment Option.Holder Name

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Account #

Number of a payment card or bank account. References: Payment Option.Number

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Routing #

Routing number of the bank account selected for the transaction.

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Savings

Indicates whether the bank account used for transaction is a savings bank account.

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Same As Customer's Home Address

Allows to copy information from the customer's home address.

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Street

Street name of the user's mailing address. References: Payment Option.Street1

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City

City name of the user's mailing address. References: Payment Option.City

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State

Code of the state associated with a user's mailing address. References: Payment Option.State

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ZIP Code

ZIP or postal code associated with a user's mailing address. References: Payment Option.ZIP Code