Getting Started | Index

Rate Information - EFT

Description

This page allows you to view all of the Rates, displayed alphabetically by Name, which your company can assign to Payment Templates. Depending on your User Rights, you may also be able to access the following functions:

  1. Add Rate: Allows you to create new Rates for your company.

  2. Modify Rate: Allows you to modify existing Rate information.

  3. Delete: Allows you to delete unneeded Rates.

Accessing the Rate Information Page

To access the Rate Information Page simply click Rates from the Electronic Funds Transfer Menu.

Rates

A Rate consists of a Name and an Amount. Once defined, you can assign the Rate to your payment templates. Whenever your company updates the Rate all of the Templates that use the Rate will be updated automatically. Your company can create up to 25 unique Rates.

Tip: Use Rates to reduce the need to manually update the amounts assigned to individual Templates.

Example: You are responsible for collecting Silver membership fees from your clients. The current fee for a Silver membership is $100.00. You create a Silver rate with an amount of $100.00 and then assign this rate to your payment Templates.

Your company decides to increase the Silver membership fee from $100.00 to $300.00. Because you assigned a rate to your templates you will not have to update the amount of each template. Instead you update the Silver Rate to $300.00 and all of your templates are updated automatically to the new amount.

User Rights/Security/Filtering

  1. All users can access this page.

  2. The Add Rate, Modify Rate and Delete buttons will only display if you have the right 'Ability to Add/Modify/Delete Groups and Rates'.