In this lesson, you will learn how to process ePayments, store family payment information, apply credits to fees, automate ePayments, and refund, void, or delete payments.
Lesson Outline
Select each link below to review the topics covered in this lesson. Each topic will open in a new browser tab, allowing for easy navigation throughout the lesson.
| Topic | Description |
|---|---|
| Process ePayments |
Process credit card or bank account payments within Jackrabbit, automatically posting transactions and updating family balances. |
| How ePayments Work |
Set up a gateway and merchant provider to process ePayments. |
| Virtual Terminals Explained | Use your virtual terminal to view reports on all ePayments submitted from your Jackrabbit system. |
| ePayment Schedule |
Assign an ePayment schedule to families to streamline processing, reduce errors, and improve payment tracking. |
| Add a Credit Card to a Family |
Store credit card information on the Family's Billing Info tab for ePayments. |
| Add a Bank Account to a Family |
Store bank account information on the Family's Billing Info tab for ePayments. |
| Use Process ePayments to Create ePayments for Multiple Families at Once | Use Process ePayments to batch process multiple credit cards and bank drafts simultaneously. |
| Automate ePayments - Schedule ePayments to Process Later | Schedule ePayments to process automatically for multiple families with Jackrabbit's automated ePayments. |
| Credit Card Decline Codes | Review the decline response and reason code in Jackrabbit to handle declined credit cards. |
| Fee Linking Explained - Apply Payments to Fees | Link payments and credits to fees to keep revenue reports and customer statements accurate and dependable. |
| Understand how Bank Draft/ACH Payments Process | Understand that in Jackrabbit, unlike credit card payments, bank drafts/ACH payments are not processed in real-time. |
| View Unapplied Credits & Unpaid Fees for a Family | Locate unapplied credits in a Family record and apply them to unpaid fees. |
| Find Unapplied Credits and Apply to Fees | Find and apply credits for multiple families at once. |
| Use the Paid Fees Report to Locate Unapplied Payments | Use the Paid Fees report daily to identify unapplied revenue and apply it to fees as needed. |
| Refund/Void ePayments - An Overview | Process credit card voids and refunds from within Jackrabbit. |
| Delete a Payment | Delete a payment from Jackrabbit to correct an error. |
End of Lesson Quiz
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