Scheduled Payment: Entity Definition

Scheduled Payment

PAYMENTS --- SCHEDULED PAYMENTS

Description: The Scheduled Payment Information entity stores the payment information for members who have elected for their membership payments to be automatically withdrawn from their accounts at regular time periods. If a member's information changes, this record will have to be updated in order for the funds to continue to be automatically withdrawn from the member's bank account. 

Use: Stores information about the profile, that can be updated through the Portal or in CRM through the workflows.

GENERAL

• Account - A lookup to the Account for which the Scheduled Payment exists
• Payment Profile ID - A unique identifier for the Scheduled Payment.
• Contact - A lookup to the contact for which this Scheduled Payment  Exists. 
• Status - Indicates whether the Scheduled Payment  is Active (currently in use) or pending (has been created but is not yet in use).

NOTE: You can only select an Account or Contact, not both. 

CREDIT CARD

• Card Number - The 16 digit number on the card.
• Expiration Date - The expiration date on the card.
• Card Type - The type of card.
• CSC Code - The code on the back of the card used as an additional validation of the card and its user.

Note: The Credit Card Number and CSC Code are obfuscated. The last four digits of the Credit Card Number are stored. The CSC code is not stored.

BILLING INFORMATION

• Name on Card - The name on the card. Will often match the contact or account associated with the payment, but not always.