Prior to using Transactions > Process Credit Cards/Bank Accts ensure the following:
- The Jackrabbit User must have appropriate permissions to batch credit cards/bank accounts. Transactions > Process Credit Cards/Bank Accts is not visible to a User without permission. To set permissions point to Tools and click Manage Users & Permissions.
- Each family must have the ePayment Method field (Family Billing Info tab) set to either Credit Card or Bank Account on the Billing Info tab. This is how Jackrabbit determines whether to transmit a family's credit card data or bank account data for processing. Note: If this field is blank, the family will be excluded from the batch processing. Run a Family ePayment Listing report with criteria for ePayment Method set to (no value, yet has a credit card or bank account on file) to find any families missing an ePayment Method.
- Each family must have either credit card or bank account information entered on the Billing Info tab.
- Point to Reports and click Family ePayment Listing to locate any missing information.