Billing Profiles 
Type: Form
Description: Provides access to billing profiles information and modification options.
Items:
Billing Profile Search |
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Includes search criteria to locate billing profiles.
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Find
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Executes search based on predefined criteria. |
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Clear
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Clears any selected criteria - resets the form to its original state. |
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ID
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Search criteria to locate billing profile by unique code. |
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Name
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Search criteria to locate billing profile with a specific name by entering either full name or partial name. |
Billing Profile List |
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Includes billing profiles found based on the search criteria specified.
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ID
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Identifier of the object used for references; auto-incremented integer value. References: Processing Profile.Id |
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Name
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Name associated with this billing profile or billing profile name. References: Processing Profile.Name |
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Edit
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Allows to review and edit the selected billing profile. Opens Form: New Billing Profile |
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New
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Allows to create a new billing profile. Opens Form: New Billing Profile |
New Billing Profile |
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Includes various settings for creation of a new billing profile.
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Save
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Saves all changes on the form. |
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Close
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Closes form without saving any changes. |
General |
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Includes general information about billing profiles.
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Merchant/Account
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Code of Merchant Account to which instance of this object is attributed to.
Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Processing Profile.Merchant Account Code |
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Active
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Indicates whether the record is active in the system. References: Processing Profile.Is Active |
Billing Profile |
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Includes various billing profile information.
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ID
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Identifier of the object used for references; auto-incremented integer value. References: Billing Profile.Id |
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Name
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Name of the billing profile. References: Billing Profile.Name |
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Age
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Time period (in days) that indicates how old are invoices on which a billing profile is based. References: Billing Profile.Age |
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Min Amount
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Minimum amout contained in invoice that billing profile is applied to. References: Billing Profile.Min Amount |
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Max Amount
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Maximum amout contained in invoice that billing profile is applied to. References: Billing Profile.Max Amount |
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Include CC
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Indicates whether credit cards processing is included in the billing profile. References: Billing Profile.Include Cc |
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Include ACH
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Indicates whether direct debit transactions processing is included in the billing profile. References: Billing Profile.Include Ach |
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Include Statement
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Indicates whether processing of corresponding transactions from merchant statement are included in the billing profile. References: Billing Profile.Include Statement |
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Reattempt Declines
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Indicates whether unpaid invoices from previous billings must be included in billing profile for processing retry. References: Billing Profile.Reattempt Declines |
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Item
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Items that are included in billing profile processing. References: Billing Profile.Item Mask |
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Account Group
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Account groups that are included in billing profile processing. References: Billing Profile.Account Group Mask |
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