Viewing and Manually Deleting Element Payment Accounts

Using the PASS Account Utility, you can view and delete payment accounts manually. We recommend that you review your payment accounts at least once a month to ensure that you are being billed for only the payment accounts that you need. You can also schedule a phantom process to delete the accounts that meet your selection criteria on a regular basis.

Use the selection criteria in the PASS Account Utility to control the performance of the search return time. For example, limit the date range of expiration dates or search for one card type at a time.

For more information about why it is important to manage your Element Payment Accounts, see Managing Element Payments Accounts Overview.

To view and delete an Element Payment Account:

1. From the System > Custom > Add On Products > Credit Card menu, select Element PASS Account Utility to display the PASS Account Utility screen.

2. Select the criteria you want to use to filter your payment accounts for deletion. You must specify a card brand, an expiration date range, or both.

   Field	Description
   Acceptor ID	Much like a merchant number, Element assigns you unique acceptor IDs to identify you as an Element customer. Depending on your business relationship with Element, you might have a different acceptor ID for each branch, or you might have a single acceptor ID that encompasses more than one branch. Enter the acceptor ID for which you want to view and delete payment accounts. To enter more than one acceptor ID, use the Multi hot key.
   PASS Type	(Optional) Select the type of payment account you want to view or delete: Customer - Includes payment accounts created for credit cards that you entered as default cards for a customer. Contact - Includes payment accounts created for credit cards that you entered s default cards for a contact. Open Order - Includes payment accounts for credit cards that you added and saved to an order that still has an open balance or an open generation. Closed Order - Includes payment accounts for credit cards that you added and saved to an order that has a balance of $0.00 no open balance or any open generations. For example, if you want to delete all your payment accounts for a particular customer, select Customer to help narrow the list. If you want to delete payment accounts for all orders that you placed under a miscellaneous cash customer, select Closed Order.
   Card Brand	Select the card type, such as Visa or MasterCard, to narrow the list of payment accounts to only those associated with that card type. For example, if you decide that you are no longer going to accept American Express, select that card type to  view and delete only the payment accounts associated with American Express cards. You must specify a card brand, an expiration date, or both.
   Expire Begin	Enter the first date in a range of dates to view only payment accounts that contain cards that expire in or after that month. The day of the month is provided here for variable dating purposes, however, the system ignores the day you enter, as credit cards expire on the last day of the month listed as the expiration date on the card. The year 2101 and 2001 both end in 01, thus they look like the same year. To get accurate results when searching for payment accounts, the expire begin date should not be prior to 1980, and the expire end date should not be after 2080. You cannot query for a date range greater than or equal to 100 years. If you leave this field blank, the system starts its search for cards expiring in January 2000.
   Expire End	Enter the last date in a range of dates to view only payment accounts that contain cards that expire in or before that month. The day of the month is provided here for variable dating purposes, however, the system ignores the day you enter, as credit cards expire on the last day of the month listed as the expiration date on the card. The year 2101 and 2001 both end in 01, thus they look like the same year. To get accurate results when searching for payment accounts, the expire begin date should not be prior to 1980, and the end date should not be after 2080. You cannot query for a date range greater than or equal to 100 years. If you leave this field blank, the system ends its search in December of the current year plus 11 years. For example, 2010+11 = December 2021.
   Last Activity Over __ Days Ago	Enter a time period to view or delete only those payment accounts with cards that have been charged since that time. For example, if you want to view and delete cards that have not had activity for over three months, enter 90 in this field. Important: If you enter a last activity date and schedule a phantom process to complete your deletions, the system deletes cards you might have entered but not yet charged. Your search time can increase if you choose to search using a last activity date.

3. Use the View hot key to display the Element Payment Account Management screen..  

The screen lists the view-only payment account information for the accounts that meet the criteria you entered. Use the Sort By hot key to sort the list, as necessary.

4. To delete a payment account, do one of the following:

See Also:

Scheduling Element Payment Account Deletions

Managing Element Payments Accounts Overview