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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== Change the Payment Method Changer le Mode de paiement ==
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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 you want to use a different payment method than the one already, you must go into the commitment file, into the "Frequency/Instalment" tab and change it.  
 
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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.  
 
 
{| class="wikitable" width="25%"
 
{| class="wikitable" width="25%"
 
|-
 
|-
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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_001.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_001.png]]
 
|-
 
|-
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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 will have only to select in the window below.
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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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Cette section montre le mode de paiement actuelle. Pour modifier, vous pouvez cliquer sur le bouton des 3 petits points. Selon le mode de paiement, une fenêtre ouvrira afin de vous demander d'entrer les informations de paiement du client. Si vous avez déjà un jeton de sauvegardé pour ce client et le mode de paiement, vous n'aurez qu'à le sélectionner dans la fenêtre ci-dessous.
 
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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 will have only to select in the window below.  
 
  
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Pour modifier le paiement, vous pouvez aussi cliquer sur la liste déroulante à droite. Selon le mode de paiement, une fenêtre ouvrira afin de vous demander d'entrer les informations de paiement du client. Si vous avez déjà un jeton de sauvegardé pour ce client et le mode de paiement, vous n'aurez qu'à le sélectionner dans la fenêtre ci-dessous.
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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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[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_005.png]]
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[[File:ProDon5_Edit_Commitment_Payment_Information_002.png]]
  
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== Edit or Add an instant payment method Modifier ou Ajouter un mode de paiement instantané ==
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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 the 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.  
+
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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La procédure pour changer le mode de paiement instantanné est très importante à suivre. Aussi, il faut faire très attention pour les clients qui ont plusieurs engagements sur plusieurs modes de paiement. Comme ProDon fonctionne avec un système de jetons, vous aurez le choix modifier les informations du jeton pour que ces nouvelles informations s'appliquent à tous les engagements du client ou créer un nouveau jeton sans remplacer les informations du premier jeton. Nous donnons l'exemple avec des cartes de crédit parce qu'elles ont des dates d'expiration.
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=== If there already is a token ===
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=== S'il y a déjà un jeton  ===
 
 
{| class="wikitable" width="25%"
 
{| class="wikitable" width="25%"
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| colspan="2" |By clicking on the [[]] button, this window will open:
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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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En cliquant sur le bouton [[Fichier:Bouton_carte.png]] cette fenêtre ouvrira:
 
 
|-
 
|-
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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_002.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_003.png]]
 
|-
 
|-
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: This information group contain 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 given by the credit company).
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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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Ce groupe d'informations contient les détails du jeton. Prenons l'exemple de cette carte de crédit. Il y a le type de carte, les 4 derniers chiffres de la carte, la date d'expiration et le code d'autorisation (lequel est donné par la compagnie de crédit).  
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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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| width="50%" | <span style="color: rgb(255, 0, 0);">'''B'''</span>: This part shows the cardholder information.
 
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Cette partie montre les informations du client détenteur de la carte.
 
 
|}
 
|}
  
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==== Change the expiration date Changer la date d'expiration ====
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==== Change the expiration date ====
 
{| class="wikitable" width="25%"
 
{| class="wikitable" width="25%"
 
|-
 
|-
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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 thus button, this window will open:
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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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C'est la nouvelle méthode pour changer la date d'expiration de la carte. En cliquant sur ce bouton, cette fenêtre ouvrira:
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|-
 
|-
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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_003.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_004.png]]
 
|-
 
|-
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| colspan="2" | Dans cette fenêtre, cliquez sur le bouton « Modifier ». La fenêtre vous présentera ces informations:  
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| colspan="2" | In this window, click on the "Change" button. The window will display these information:  
 
|-
 
|-
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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_004.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_005.png]]
 
|-
 
|-
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''ATTENTION'''</span>: Ici vous pourrez modifier toutes les informations de paiement du client. Vous pourrez même changer la carte de crédit du client. Pour changer la date d'expiration, limitez-vous aux champs en questions. Vous devrez aussi entrer le numéro de contrôle de la carte afin de de confirmer le changement de carte.  
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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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|-
 
|-
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''SITUATION PARTICULIÈRE'''</span>: Si le client change de carte de crédit et il souhaite que cette nouvelle carte soit appliquée à TOUS ses engagements, en changeant la carte dans cet interface, le jeton sera mis à jour.  
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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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=== S'il n'y a pas déjà de jeton ===
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=== If there is no token ===
  
 
{| class="wikitable" width="25%"
 
{| class="wikitable" width="25%"
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| colspan="2" |En cliquant sur le bouton [[Fichier:Bouton_carte.png]] ou en sélectionnant un autre mode de paiement cette fenêtre ouvrira:
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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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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_008.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_006.png]]
 
|-
 
|-
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| Dans cette fenêtre vous devrez entrer les informations du client. Vous voyez déjà les informations du profil (client). Selon le mode de paiement, diverses informations vous seront demandées. Pour l'exemple, il faudrait entrer des informations de carte de crédit.  
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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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=== Saisie Standard vs Saisie Manuelle ===
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=== Standard Input vs Manual Entry ===
 
{| class="wikitable" width="25%"
 
{| class="wikitable" width="25%"
 
|-
 
|-
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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_006.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_007.png]]
 
|-
 
|-
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| La saisie standard montre les informations du client. Or, il est possible de changer le titulaire de la carte. Il faudra choisir parmi les relations du client. Il vous sera impossible de choisir une relation client-compagnie, car une compagnie ne peut être titulaire d'une carte de crédit. Vous ne pourrez pas changer le titulaire de la carte si le client n'a pas de relation dans votre base de donnée.  
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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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De plus, si le client a changé d'adresse, vous devrez changer l'adresse de la carte/compte dans cette fenêtre pour vous assurer qu'il n'y ait aucun problème.
 
 
|-
 
|-
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| colspan="2" |[[Fichier:ProDon5_Modifier les informations de paiement d'un engagement_007.png]]
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| colspan="2" |[[File:ProDon5_Edit_Commitment_Payment_Information_008.png]]
 
|-
 
|-
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| La saisie manuelle permet d'entrer les informations d'une carte sans pour autant créer un client dans la base de donnée. Par exemple, un client s'engage à vous donner de l'argent et vous donne la carte de crédit de sa conjointe. Vous devrez alors entrer toutes les informations manuellement. Il est important de spécifier que le reçu ira au client et non au titulaire de la carte. Dans ce cas, vous pouvez changer l'adresse.  
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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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|}
 
|}
  
  
 
{{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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