Setting Up eWeb Batches by Credit Card Type

Customers who use manual batch processing for eWeb sales have the ability to create separate manual batches dedicated to the various credit cards they accept.  This feature allows you to see your eWeb purchases broken down by credit card type. This provides an easier means of reconciling transactions with your payment processor when you receive the transaction reports from the payment processor (which are often already sorted by credit card type).

To take advantage of this feature, you must have manual batching and the ewebdedicatedcreditcardbatch system option enabled by Abila staff.

To enable your eWeb transactions for manual dedicated credit card batching, complete the following steps:

1. Set up the credit cards you will use for transactions on your eWeb site following the steps outlined in the Setting Up Payment Methods help topic.

Note: The credit cards you choose must be accepted by your payment processor.

2. Expand the Modules tab in the main navigation bar and click Accounting to open the Accounting Overview page.
3. Click the Setup link.

4. Expand the Payment Methods child form. This displays all of the methods of payment that have currently been set up for your entity.
5. Expand Credit Card options by clicking the folder icon.



This expands the list of credit card types currently available.

6. Click the Edit icon next to the credit card type you wish to enable for dedicated manual batching.



This opens the Payment Type Information window.

7. Click the Use Dedicated Batch? check box.

Note: This check box will only appear if the Use Externally? check box has also been checked.

8. Click Save.

Saving this setting enables a dedicated manual batch for the credit card type selected. Whenever a customer visits your eWeb site and makes a purchase with that credit card type, the dedicated manual batch you just set up will be used.

For eWeb credit card purchases, enabling the Use Dedicated Batch option will now allow the name of the selected credit card type to appear in the batch name. In the screenshot below, note that the credit card type appears in the batch name as well as in the Payment Type column.

Note: Any batches created prior to the 2013.03 release will not include the credit card type name.

If no dedicated batches are set up for a credit card type, eWeb transactions will continue to be processed with the default eWeb batch. Visit the Enabling a Rolling Dedicated Batch help topic for information on creating daily dedicated manual batches.