When you use the ePayments Wizard to get set up for ePayments, the second step is to work with your credit card and bank account settings. If you have already completed the ePayments Wizard, access these settings from the Gear (icon) > Settings > ePayment using the Credit Card & Bank Account Settings click the Manage Settings option.
Expand each section below for more information on ePayments.
Your Payment Partner
The Payment Partner page in Credit Card & Bank Account Settings displays contact information for your Payment Partner and gives you quick access to your Virtual Terminal.
Cards Accepted for ePayments
You select which cards you will accept for ePayments. Jackrabbit offers the option to maintain up to three credit cards on file for each family. One card can be selected as the customer's Primary Card (the card that the family considers their main credit card and the card that is used in Transactions > Process ePayments).
If you want to allow your families to store up to three credit cards on their account set Allow 3 credit cards per family/account to Yes. See Multiple Cards per Family for more information.
These settings control what credit cards you allow to be entered in Jackrabbit and affect your Online Registration Form and the Parent Portal. An error message will be received if a family attempts to use a card that is not accepted.
The settings selected in the above image will display like this:
|Online Registration Form|
|In the Parent Portal|
If you make any changes with your Payment Partner regarding the payment types you accept be sure to update these check boxes.
Online Registration ePayment Settings
If you will use, or already use, Online Registration for your new customers, decide whether your customers will be required to enter a credit card or bank account information.
- Set either Credit card required? or Bank account required? to No to hide the related fields on your Online Registration Form.
- If both Credit card required? and Bank account required? are set to Yes, choose if only one is required or if both payment methods must be entered.
Parent Portal ePayment Settings
If you will use, or already use, the Parent Portal for your existing customers, decide whether your customers will be able to make payments and update credit card or bank account information in their portals.
Accepting Payments & Managing Payment Methods
|Which payment method does your business prefer?||Define which ePayment Methods you accept by selecting one of the following:|
|Can parents make payments through the Parent Portal?||Set this to Yes to allow parents to submit payments through their portals.|
|When payments can be made in the Parent Portal, parents can:||Four payment preference options control how your families can make payments in the Parent Portal:|
|Do you require parents to save a payment method before enrolling in classes?||When set to Yes, parents will only be able to enroll students in classes or events in their portals when they have a payment method saved on their Family record.|
|How do you want any credit/debit card or bank account information on a parent's account to be managed in the Parent Portal?||For each payment method you accept, define what actions parents can take.|
|Would you like to be emailed when a parent makes a payment in the Parent Portal?||Set this to Yes to have an email notification sent to your organization when a parent makes a payment in their portal.|
Shopping Cart Preferences
|Do you want to require payment upon checkout when parents are enrolling using the Parent Portal?||When set to Yes, parents will be required to make payment at the time of enrollment into classes or events. Learn more about Requiring Payment in the Parent Portal.|
|Can parents checkout using a payment method not previously saved?||If you want to allow parents to check out using a card or bank account they don't already have saved in their Family record in Jackrabbit, set this to Yes. This gives them the option to use a ‘one-time’ payment method for their checkout experience. While they can save the card/account, they aren’t required to do so.|
Frequently Asked Questions
Q. If a family has both a credit card and a bank account on file, what determines which one is used?
A. The ePayment Method field determines whether Jackrabbit will attempt to process the credit card or the bank account. This field is located in the Family record on the family Billing Info tab.
If both bank account & credit card details are entered for a family and the ePayment field is left blank, Jackrabbit will default to the credit card when an individual transaction is attempted. In a batch transaction (using Transactions menu > Process ePayments) if the ePayment field is left blank, the family will be left out of the batch.
The final step in the ePayments Wizard takes you through the setup of your ePayment Email Notifications (ePayment receipts).