RPM > Batches
Simple and secure revenue management is the next generation web application for dynamic batch and recurring payments, all included in the latest version of RPM.
This easy and manageable system offers secure storage of cardholder data. Batch processing is ideal for a wide variety of businesses: clubs with membership dues, subscription services, charities with recurring donors, and more.
Integration and adaptability is key. The RPM batch application is able to interpret data files from programs such as popular accounting software as well as customized CSV files.
The application creates files or “batches” of transactions which are instructed to run on a schedule that YOU control. What’s more, all cardholder data is stored in PCI compliant encrypted servers so you don’t need to worry about expensive security audits.
Create a brand new batch by clicking “Create New Batch”, selecting the effective date and entering all applicable details.
Once transactions are created you can easily Activate, Suspend, Delete, Copy, or Move them within the application.
The transaction type is selectable ONLY if the user has appropriate access privileges. This principal is supported throughout RPM to ensure only specified user have access to critical functions and features.
Also easily controlled are the status of the overall batch and the individual transactions within it.
Many merchants accomplish recurring billing cycles by extracting customer records from a master batch file or template and inserting them into a new one-time file.
A popular file type currently in use is SPW, a legacy file type used by Scotia Payment Workstation software. However, we can customize our application to accept any file type.
Once your file is successfully loaded into the application, you should delete your local copy to remove cardholder data from your systems. Non-storage of cardholder data of ANY kind is critical to avoid costly PCI audits.
At any time, check the box next to transactions you wish to edit and select the desired option: Move, Copy, apply a Batch Override, or Bulk Change.
During editing an intuitive, multifunction interface will appear to assist you. Simply select the function to apply to the selected transactions when this pops up.
For example, a bulk price change would be useful if there was a change in price structure or applicable taxes. Simply select all of the applicable transactions and apply the change to the group in one step.
What happens when you have transactions scheduled to process on the last day of every month but a client specifically requests a different day? You could move that transaction outside of the batch completely or delete it. But a simpler solution exists: simply apply a Batch Override to that specific transaction and process the batch normally.
Even more features are available in the application including rapid processing, easy-to-use reporting, and quick and easy searching.
Contact us today to find out how you can start using batch processing.