Payment Management (Subscriptions)

Subscriptions allow OPS-COM administrators to designate a default payment method for permits that roll over from month to month. This feature helps streamline recurring billing by automatically applying designated payment types such as payroll deductions, Electronic Funds Transfer (EFT), or credit cards to permit renewals.

In order for subscriptions to function, the user must provide information pertaining to the payment method they wish to use for their subscription service.

Setup and Configuration

Before managing subscriptions, ensure the system is configured to handle the necessary payment processing.

• Navigate to System Settings and select Permits.

• Enable the Allow Credit Card Processing checkbox to ensure the system can process credit card transactions for permit rollovers.

Using This Feature

Administrators can manage subscription payment methods directly through the user's profile.

Step-by-Step Instructions

1. Use the Quick Search or User Search functions to locate the target user.

2. Select the user to access their Profile.

3. Click the Profile drop-down menu and choose Manage Payment Methods.

4. Click Add New Payment Method located under the Payment Subscription Options section.

5. Enter the required payment details.

   • For credit cards, provide the necessary card information and click Add Payment Method to register it in the system.

   • For EFT, enter a Label (such as the bank name and account type, e.g., Savings) along with the user's banking information, then click Add Bank Information.

6. Locate the Permit Rollover Subscription section on the left side of the screen.

7. Click the drop-down menu and choose the desired Payment Method from the list.

8. Click Save. A confirmation message will appear indicating that the permit rollover subscription has been updated.

To do this, Admins must have the Allow Credit Card Processing setting turned on in System Settings > Permits.

---

Best Practices and Considerations

• Payment History Requirement: For a specific credit card to be used for recurring permit payments, the user must have purchased their previous permit using the same payment type. The system requires this record to successfully link the payment method to the subscription.

• EFT Limitations: EFT can only be used for subscription services and cannot be used to pay for other system items.

• User Responsibility: While administrators can add payment details, users may also manage multiple payment methods through their own user portal. Only one method may be set as primary. ---

Administrators should encourage users to maintain updated payment information within their online profiles to ensure uninterrupted permit rollovers.