Creating immediate bank card payments using the payment service

Menu 5.1

Use this option to create an immediate bank card payment using the payment service. If your agency does not use the payment service, see Creating immediate bank card payments.

Neither The Collector System nor Finvi stores credit card information.

To create an immediate bank card payment using the payment service:

1. Open an account in the Collector screen.
2. At the CMD prompt, type BC, and press Enter.
3. In the payment service browser window, enter the information, as necessary, and click Save.
4. In the Security Code field, type the three-digit number located on the back of the card, and press Enter.
5. At the Is Bank Information Correct? prompt, do one of the following:
   • If the bank information is correct, click Yes.
   • To continue making changes to the bank or payer information, click No to return to the Bank Card Input screen.
   • To exit the Bank Card Input screen, click Cancel.
6. At the Immediate Bank Card? window, select Immediate Bank Card, and press Enter or click Ok.
7. In the Transaction Amount field, type the payment amount to charge to the card, and press Enter.
8. If the payer resides in a state in which your agency charges a transaction fee for the payment, a transaction fee window displays. The transaction fee options that display depend on how your agency has set them up. For more information, see Charging transaction fees.
9. At the Is Transaction Amount Correct? prompt, to continue, click Yes.

10. After the transaction processes, a window displays indicating if the payment has been approved or denied. Click Ok.

    A message displays followed by the agency's UltimatePayments client number and the date of the request. The system adds any messages returned from UltimatePayments and all transaction totals in the notes.

11. If you are entering future transactions, at the Do you want to Add Future Transactions? prompt, do one of the following and press Enter.
    • To add another future transaction, click Yes.
    • To exit the routine, click No.

12. At the Enter PD Plan # window, do one of the following, and press Enter or click Ok:

    • To set up a recurring bank card payment, type A. For more information, see Creating or changing recurring bank card payments.
    • To exit, press Cancel.

    If you do not set up recurring payments at this time, you can set up future recurring payments later.