9/24/2020 at 3:00 PM CT
Personify offers integration with three primary payment handlers, Verisign PayPal, CyberSource, and Vantiv, now Worldpay. Learners will understand how to use Personify to process credit card payments directly using one of these connections. During the session, we discuss how to store credit card information securely to CRM360 profiles for constituents, manage credit cards on orders, and automated payments, and working with credit cards through the online profile area. This course will also discuss the CCP610 batch/TRS job, which settles and reconciles credit card payments to your credit card processor.
Objectives
- Building on your organizations existing financial policies and processes, utilize Personify to process, manage, and settle credit card payments using common tools to track revenue generated through both back-office Personify and ecommerce payments.
- Utilize the batch/TRS job process within Personify to review prior job submissions, read and comprehend the CCP610.rpt file, and reconcile cash intake with your payment handler to adhere to financial best practices and organization policies.
- Using the CRM360® record, create and manage credit card records to make credit card payments, process recurring payments, and manage associated orders to increase revenue streams and make staff more efficient.
- Process and manage credit card exceptions such as voids, chargebacks, and refunds using Personify and your payment handler portal while adhering to financial best practices and organization policies.