Use this article when registering a customer for an activity that uses credit card installment billing. Installment billing allows future payments to be automatically charged to a customer's saved credit card based on the billing schedule configured for the activity.
Navigate to Billing Options Window
After adding an eligible activity with installment plans available to the customer's cart, the Billing Option window opens.
- Review the available installment billing option. Make sure to note with the customer that payments will be on the 1st of each month.
- Select Add/Change Credit Card Information.
Select an Existing Credit Card or Add a New One
The EPay Info Management - Credit Card window displays any credit cards already associated with the customer's account.
To use an existing card, select the credit card and choose Select.
To add a new credit card, select Add Credit Card.
To add a new credit card, your workstation must be connected to a configured credit card terminal. If no terminal is connected, PARKS DIRECT displays a message indicating that a PIN pad profile must be linked before a new card can be added.
Add a New Credit Card (If Necessary)
If you select Add Credit Card, the Processing Credit Card window opens on your screen, while the pin pad displays instructions for the customer to follow.
Ask the customer to follow the prompts displayed on the credit card terminal to add their payment information.
Complete the Transaction
After the credit card has been successfully added or selected, PARKS DIRECT returns to the Billing Option window.
- Verify the correct payment method appears in the Selected Payment Method field.
- Select Continue.
- Complete the transaction as normal.
