Difference between revisions of "ProDon:Edit Commitment Payment Information"

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== Introduction  ==
 
== Introduction  ==
  
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With all life hazards, it is possible that a client contact you to change their payment method used to complete their commitment. Here is the method how to edit their payment information.  
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With all life hazards, it may be possible that a client contacts you to change their payment method used to complete their commitment. Here is the method to help you edit their payment information.  
  
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Avec les aléas de la vie étant ce qu'ils sont, il est possible que vous deviez modifier les informations de paiement utilisés pour l'engagement de l'un de vos clients.
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== Change the Payment Method ==
  
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== Different payment method ==
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When you want to enter a different payment method than the one already there, you must go into the commitment file, into the "Frequency/Instalment" tab and change it.
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When your client want to use another payment method than the one already in their file, you must go to the commitment file, in the Frequency/Instalment tab and change the payment method.  
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{| class="wikitable" width="25%"
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_001.png]]
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|-
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: This section shows the current payment method. To edit, click on the [[File:Button_Selection_3_dots.png]] button. According to the payment method, a window will open to let you enter the client's payment information. If there is already a token for this client and this payment method, you may have only to select it in the window below.  
  
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Lorsque l'on veut utiliser un mode de paiement différent que celui déjà inscrit, il faut allez dans la fiche de l'engagement, onglet fréquence/versement, et de simplement le changer.
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| <span style="color: rgb(255, 0, 0);">'''B'''</span>: To edit the payment method, you can also click on the drop-down list on the right. According to the payment method, a window will open to let you enter the client's payment information. If there is already a token for this client and this payment method, you may have only to select in the window below.
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{| class="wikitable"
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![[Fichier:Prodon5 - Modifier les informations de paiement d'un engagement.png|frameless|818x818px]]
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|}
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[[File:ProDon5_Edit_Commitment_Payment_Information_002.png]]
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== Edit or Add an instant payment method ==
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The procedure to change the instant payment method is very important to follow. Also, you must be very careful for the clients with several commitments on several payment methods. Since ProDon works with a token system, you will have the choice to edit the token's information to apply new information to all commitments of this client or create a new token without replacing the information of the first token. We give you the example of credit card because they have expiration date.  
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=== If there already is a token ===
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{| class="wikitable" width="25%"
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| colspan="2" |By clicking on the [[File:Enter_electronic_payment_information_button.png]] button, this window will open:
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_003.png]]
 
|-
 
|-
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|<span style="color: rgb(255, 0, 0);">'''A'''</span>: Click on [[Fichier:Bouton Selection 3 petits points.png|frameless|20x20px]] and select a different payment method than the one already entered.  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: This information group contains the token's details. We will take a credit card as example. There is the card type, the last 4 digits of the card, the expiration date and the authorization code which is on the back of the credit card.
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Cliquez sur [[Fichier:Bouton Selection 3 petits points.png|frameless|20x20px]] et sélectionnez un mode de paiement différent de celui déjà enregistré.
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''B'''</span>: This part shows the cardholder information.
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|}
 
|}
  
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== Same payment method, different information ==
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==== Change the expiration date ====
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{| class="wikitable" width="25%"
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|-
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''C'''</span>: This is the new way for changing the expiration date of cards. By clicking on this button, this window will open:
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_004.png]]
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|-
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| colspan="2" | In this window, click on the "Change" button. The window will display these information:
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_005.png]]
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|-
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''CAUTION'''</span>: Here, you will be able to edit all the client's information. You will even be able to change the client's credit card. To change the expiration date, limit yourselves to the field in question. You must also enter the card security code.
  
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Il arrive parfois que le même mode de paiement est utilisé, mais que les informations de paiement sont différentes de celles entrées dans l'engagement, tel qu'un changement de type de carte de crédit, date d'expiration ou du numéro de compte bancaire dans certain cas.  Allez dans la fiche de l'engagement et cliquez sur [[Fichier:Bouton efface.png|frameless|20x20px]] <nowiki>''Effacer les informations de paiement''</nowiki>. Il est important de choisir l'icone dans le haut de l'écran pour que la liste des paiements instantanés soit appelée.
 
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{| class="wikitable"
 
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![[Fichier:Prodon5 - Modifier les informations de paiement d'un engagement002.png|frameless|516x516px]]
 
 
|-
 
|-
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|Cliquez sur <nowiki>''Nouveau''</nowiki> et entrez les nouvelles informations de paiement.
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''PARTICULAR CIRCUMSTANCE'''</span>: If the client changes their credit card and wish that this new card to be applied to ALL their commitments, by changing the card in this interface, the token will be updated. Be very careful with this procedure and be sure this is really what the client wants.  
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|}
 
|}
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=== If there is no token ===
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{| class="wikitable" width="25%"
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| colspan="2" |By clicking on the [[File:Enter_electronic_payment_information_button.png]] button or by selecting another payment method this window will open:
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_006.png]]
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|-
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| In this window you must enter the client's information. You already see the client's profile information. According to the payment method, numerous information will be asked. For this example, you should enter credit card information.
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|}
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=== Standard Input vs Manual Entry ===
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{| class="wikitable" width="25%"
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_007.png]]
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|-
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| The Standard Input shows the client's information. On the other hand, it is possible to change the cardholder. You will have to choose within the client's relations. You will not be able to choose a client-company relation, because only someone within the company can become the cardholder for a credit card for company. You cannot change the cardholder if the client does not have a relation in your database.
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Furthermore, if the client change his address, you will have to change the card/account address in this window to be sure that there will be no problem. You will have to enter the address into the client's file first.
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|-
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_008.png]]
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|-
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| The Manual Entry allows to enter the card's information without creating a client in the database. For example, a client commits themselves to give you money and they give you their spouse credit card. Then, you will have to enter all information manually. It is important to specify that the receipt will go to the client and not to the cardholder. In this case, you can change the address as soon as there is a change.
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|}
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{{Footer_ProDon_Version|5.0.3}}
 
{{Footer_ProDon_Version|5.0.3}}

Latest revision as of 13:55, 12 January 2017

Edit Commitment Payment Information

Introduction

With all life hazards, it may be possible that a client contacts you to change their payment method used to complete their commitment. Here is the method to help you edit their payment information.

Change the Payment Method

When you want to enter a different payment method than the one already there, you must go into the commitment file, into the "Frequency/Instalment" tab and change it.

ProDon5 Edit Commitment Payment Information 001.png
A: This section shows the current payment method. To edit, click on the Button Selection 3 dots.png button. According to the payment method, a window will open to let you enter the client's payment information. If there is already a token for this client and this payment method, you may have only to select it in the window below. B: To edit the payment method, you can also click on the drop-down list on the right. According to the payment method, a window will open to let you enter the client's payment information. If there is already a token for this client and this payment method, you may have only to select in the window below.

ProDon5 Edit Commitment Payment Information 002.png

Edit or Add an instant payment method

The procedure to change the instant payment method is very important to follow. Also, you must be very careful for the clients with several commitments on several payment methods. Since ProDon works with a token system, you will have the choice to edit the token's information to apply new information to all commitments of this client or create a new token without replacing the information of the first token. We give you the example of credit card because they have expiration date.

If there already is a token

By clicking on the Enter electronic payment information button.png button, this window will open:
ProDon5 Edit Commitment Payment Information 003.png
A: This information group contains the token's details. We will take a credit card as example. There is the card type, the last 4 digits of the card, the expiration date and the authorization code which is on the back of the credit card. B: This part shows the cardholder information.

Change the expiration date

C: This is the new way for changing the expiration date of cards. By clicking on this button, this window will open:
ProDon5 Edit Commitment Payment Information 004.png
In this window, click on the "Change" button. The window will display these information:
ProDon5 Edit Commitment Payment Information 005.png
CAUTION: Here, you will be able to edit all the client's information. You will even be able to change the client's credit card. To change the expiration date, limit yourselves to the field in question. You must also enter the card security code.
PARTICULAR CIRCUMSTANCE: If the client changes their credit card and wish that this new card to be applied to ALL their commitments, by changing the card in this interface, the token will be updated. Be very careful with this procedure and be sure this is really what the client wants.


If there is no token

By clicking on the Enter electronic payment information button.png button or by selecting another payment method this window will open:
ProDon5 Edit Commitment Payment Information 006.png
In this window you must enter the client's information. You already see the client's profile information. According to the payment method, numerous information will be asked. For this example, you should enter credit card information.

Standard Input vs Manual Entry

ProDon5 Edit Commitment Payment Information 007.png
The Standard Input shows the client's information. On the other hand, it is possible to change the cardholder. You will have to choose within the client's relations. You will not be able to choose a client-company relation, because only someone within the company can become the cardholder for a credit card for company. You cannot change the cardholder if the client does not have a relation in your database.

Furthermore, if the client change his address, you will have to change the card/account address in this window to be sure that there will be no problem. You will have to enter the address into the client's file first.

ProDon5 Edit Commitment Payment Information 008.png
The Manual Entry allows to enter the card's information without creating a client in the database. For example, a client commits themselves to give you money and they give you their spouse credit card. Then, you will have to enter all information manually. It is important to specify that the receipt will go to the client and not to the cardholder. In this case, you can change the address as soon as there is a change.


Document name: ProDon:Edit Commitment Payment Information
Version : 5.0.3

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