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Old 08-02-2010, 11:51 AM   #1 (permalink)
 
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Red face EFT Payment Dates

I am trying to set up our Helios 11.7.0 for EFT. I am going to run them manually through our CC machine BUT I cannot figure out how to do the payment dates. I want to run them all in one day, like the 15th of each month but how do I get payment at the time of purchase.

For example, if the client signs up for EFT on the 2nd, how do we do the payments? Do they just sign up and then on the 15th I charge them for their tans or do I prorate it or what?

Thanks guys!
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Old 08-02-2010, 12:04 PM   #2 (permalink)
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Re: EFT Payment Dates

You can prorate them through Helios is one way.

Another way is to just charge say 39.95 first payment and every payment after that is 24.95. You would explain it as the 39.95 is your sign up fee one time and each addtional payment per month the 15th is 24.95.

However if someone buys it on the 2nd you should not charge them on the 15th. A cut off date is set if they buy after the 1st they don't get charged that month but rather next month etc.. If they before the 1st they get charged that next 15th.

You have to set up dates for date to charge, a cancellation policy dates if you cancel prior to the 1st you will or will not be charged next month etc..
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Old 08-02-2010, 02:44 PM   #3 (permalink)
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Re: EFT Payment Dates

We don't prorate. It runs the date the customer signs up each month. It's nice to open and start the computer bling you've $500 before pulling the string on the open sign.
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Old 08-04-2010, 11:53 AM   #4 (permalink)
 
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Re: EFT Payment Dates

how do i get started in doing EFT's?
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