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AUTOMATIC ACCOUNT UPDATER FOR CREDIT CARDS |
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Updated cards are retained in Checkout Champ. Updated cards are also pushed to some gateways: Stripe V2, NMI (if customerVault is enabled), Verifi (if customerVault is enabled), Braintree (if vault is enabled), FluidPay, and BlueSnap |
To Activate the plugin, go to CRM → Admin → Plugins → Data Sources and select the FluidPay Account Updater tile.
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Select ‘Activate’
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Enter the information for one of your gateways
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Website - Merchant website
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AutoCancelSubscriptions: Cancel subscription when an Account Closed card update is received AutoCancelContact: Cancel subscription when a Contact Card Holder card update is received |
Click Connect and sign the agreement.
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Once you connect the plugin initially, you must edit the plugin and and click‘Update’. |
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There is an option on the plugin to automatically cancel subscriptions that receive an Account Closed update. The subscription is put into “cancellation scheduled” status, to be fully cancelled prior to the scheduled billing. Use the AutoCancelSubscriptions checkbox. |
Once FluidPay is activated you will see the MerchantAPI_Key and Enrollment Status will populate. When the Enrollment Status shows as ApprovedActive, card batches will be sent to FluidPay 7 days prior to the rebill date.
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Revenue: This represents the amount of revenue billed on the new card. If the account has not billed since the update, then this column will be blank.
Note that the By Card tab allows a filter by Update Type
By Batch:
By Batch provides the following details by Batch Number:
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Closed: The number of cards which have been closed and could not be updated.
CCSCCH: Contact Card Holder - This status is when the card could not be updated and follow up is required with the customer to ensure accurate payment details are on the account.
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