Payment Management (Subscriptions)

Subscriptions areallow usedOPS-COM administrators to allow you to tagdesignate a default payment method of payment for any permits that you roll over from month to month. YouThis canfeature usehelps streamline recurring billing by automatically applying designated payment types such as payroll deductions, EFT,Electronic Funds Transfer (EFT), or credit cards as payment methods for subscriptions. Subscriptions only affect permits that are being rolled over from a previous allocation period. Users can manage multiple payment methods on their account through the user portal but only one method may be set as primary. Admins can also add payment method details to apermit user profile.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

ThereBefore aremanaging threesubscriptions, main payment types that are used for subscription services:

Quick Steps:

• SearchNavigate to System Settings and select the User ProfilePermits.

• UsingEnable the ProfileAllow Credit Card Processing dropdown,checkbox clickto Manageensure Paymentthe Methods.system can process credit card transactions for permit rollovers.

• To
add

Using aThis Feature

Administrators can manage subscription payment methodmethods clickdirectly Add New Payment Method under Payment Subscription Options. 

1. To use a payment type for recurring payments or to be auto-charged for Permit Rollovers, clickthrough the dropuser's down and chose the payment type from the dropdown under Permit Rollover Subscription and then click Save.profile.

2. You will see a popup indicating that your permit rollover subscription has been updated.

Step-by-Step by Step Instructions:

Instructions

1. Search for the User:

   • Use the Quick Search or User Search functions to locate the usertarget whose credit card you want to manage.user.

   • Select the Useruser to access their Profile.

2. Access Manage Payment Methods:

   • UseClick the Profile drop-down menu dropdown toand choose Manage Payment Methods.

3. Add a Payment Method:

   • Under Payment Subscription Method on the right side of the screen, clickClick Add New Payment Method. located under the Payment Subscription Options section.

   • WhenEnter youthe haverequired addedpayment yourdetails.

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

     • If choosing

       For EFT, (Electronic Funds Transfer) as your new payment method, you will need to also fill outenter a Label (typicallysuch as the bank name and typeaccount oftype, account, i.e.:g., Savings) andalong with the user's banking informationinformation, beforethen clickingclick Add Bank Information.

       button to register in the system.

Note: EFT can only be used for subscriptions and cannot be used to pay for any other items. 

1. Locate the Add Permit Rollover Subscription: section on the left side of the screen.

   • ChooseClick the drop-down menu and choose the desired Payment Method from the dropdown list under Permit Rollover Subscription on left side of screen.list.

   • Click Save.

   A
   • confirmation

     Youmessage will see a popupappear indicating that the permit rollover subscription payment method has been saved/updated.

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

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Best Practices and Considerations

• ToPayment useHistory thisRequirement: For a specific credit card to paybe used for recurring permits,permit payments, the user must have purchased their previous permit throughusing the same payment typetype. so that theThe system wouldrequires have athis record ofto successfully link the payment typemethod used.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.