Fundamentals
- Automated Processing
- Billing
- Bookkeeping
- Broadband Labels
- Customer Organization
- Customer Communications
- Email Processing
- Financials
- Inventory Management
- Payments and Refunds
  - Concepts
  - How To
    - Activate IPPay® Account Updater
      Account Updater provides updated cards numbers and expiration dates from lost, stolen or reissued cards, to ensure uninterrupted recurring payments. Account Updater electronically retrieves the most current card holder information and updates the information on file. BillMax customers can sign up for the service to take advantage of these benefits.
    - Add a Credit Card to an Account
      How to add a Credit Card to an BillMax Account using the Staff Portal
    - Configure Payment Processing by Virtual Company
      The default is for both BillMax EFP Credit Card processing and BillMax EFP E-check processing are to be ACTIVE steps in the nightly Batch Processing for all Virtual Companies. The steps below will limit the processing to certain Virtual Companies.
    - Create a Bank Deposit
    - Creating Bank Deposits from IPPay® data
    - Work with Payments
      - Automate E-check Returns
      - Manually Process a Credit Card
        How to manually charge a credit card using the BillMax Staff Portal
      - Manually Process an Electronic Check
        How to manually draft a bank account via an electronic check using the BillMax Staff Portal
      - Book a Payment while Viewing an Account
        How to book a cash, check or other payment received outside of BillMax using the BillMax Staff Portal while viewing an Account.
      - Book Payments for Multiple Accounts
        How to rapidly book cash, check or other payments received outside of BillMax using the BillMax Staff Portal.
      - Book Payments from Scanned Checks
      - Book Payments Using a Nacha File
        How to book echeck payments and upload them to a bank via a Nacha file for processing.
      - Book a Payment Reversal
        How to book an NSF Check or Credit Card Chargeback
      - Correct a non-Settled Credit Card or Electronic Check Payment
      - Correct a Settled Credit Card or Electronic Check Payment
      - Resolve a Credit Card or Electronic Check Transaction Flagged as Held
      - Resolve a Credit Card or Electronic Check Transaction Flagged as Unknown
    - Work with Refunds
- Products
- Provisioning
- Remote Applications
- Staff Portal
- System Administration
- Taxes
- Reference
- Disable BillMax System

Automate E-check Returns

Use these steps to setup E-check Returns. Currently only available for IPPay payment processing.

Modify the Correspondence > System Email Templates > achdecline email template if desired.
Create a Billing Administration > One Time Item/Fee if a fee will be charged for a e-check return.
Create or modify a ticketing queue and create an issue for E-check Returns at Correspondence > Queues if a ticket will be created and tracked for a e-check return.
In addition to the normal settings for this list, edit Billing Administration > Lists > IPPay-echeck for E-check Return settings. Below is an example of possibilities.
Enable the batch process at System Administration > > Batch Processing > echeckreturn.
To test, Run Process and check System Administration > Log Files to view results.

Table 1. IPPay e-check List entries
Item	Value	Description
DisableEcheckAutoPay	2	After two declines, disable auto-pay. When disabled, a ticket is created if the ticket option is used.
EcheckReturnFeeDefinition	0	Zero indicates no fee will be assessed. Otherwise, the value is the item definition number.
EcheckTicketQueue	2	Zero indicates no ticket will be created. Otherwise, the value is the ticket queue number.
EcheckTicketProblem	3	Zero indicates no specific issue is set. Otherwise, the value is the queue issue number to associate with the created ticket.
EcheckRetryDays	3	Specifies the interval in days for the next auto-payment attempt.