Viewing Receipts Linked to an Existing Credit Card in CRM360®
Clicking the View Receipts button from the Saved
Credit Cards screen will open the Receipt Review screen in Personify.
To view receipts linked to an existing credit card:
1.
From the Financial Data task category in CRM360® click the Credit
Card Information screen task. The Saved Credit Cards screen will display.
2.
Select the appropriate credit card and click View Receipts. The
Receipt Review screen displays with the Bill to ID, Payor ID, Credit Card Start
Digits, and Credit Card End Digits pre-populated based on the selected credit
card profile.
3.
Double-click any receipt to open the Receipt Review screen.
