Payment Source
4 In the Payment Demographics record, enter the following Payment Source
information about the credit card to be used for automatic payments:
To do this, click on the Lookup button to select the credit card product to use for this
Payment Demographics record. When you select a credit card product, UX Online
updates the Credit Card Type field.
How does this work? AutoPay evaluates the accounting company of the batch selected
for AutoPay against the accounting company of the credit card product setup selected
for the Payment Source in the payment demographic record.
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Note: If an account or contact has more than one
Payment Demographics record set up for a module, UX Online will use
the first record for all AutoPay transactions in that module. For example,
if there are two demographic records that have Membership=Allow UX
Online will use the first record.