Using the PASS Account Utility, you can schedule a phantom process to delete payment accounts that meet a set of criteria. We recommend that you delete unnecessary payment accounts at least once a month to ensure that you are being billed for only the payment accounts that you need. For more information about why it is important to manage your Element Payment Accounts, see Managing Element Payments Accounts Overview.
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Important: When you delete a payment account, the system deletes the information from Element and from Eclipse. You need to enter that credit card information again in Eclipse to use the card. |
Using the selection criteria, you determine the payment accounts that are deleted on a scheduled basis. For example, a couple of days before Element generates your bill, you might want to delete all payment accounts that were created for cards saved to orders that no longer have a balance due or any open generations. Set your search criteria to include Closed Order PASS Types and a particular card brand. You can schedule multiple phantom processes to capture deletions for each card branch. Scheduling these deletion types ensures that open orders retain their information, as you still need those payment accounts.
To schedule payment accounts to be deleted:
From the System > Custom > Add On Products > Credit Card menu, select Element PASS Account Utility to display the PASS Account Utility screen.
Enter the criteria that you want to use to select the payment accounts to delete.
Use the Schedule Delete All hot key to display the Phantom Scheduler screen.
Schedule the PASS account deletions, as necessary. The date fields accept variable dating.
Press Esc to save your settings and return to the Element Pass Account Utility window.
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