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 Worldpay Payment Accounts, see Managing Vantiv Payments Accounts Overview.
Important: When you delete a payment account, the system deletes the information from Worldpay 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 Worldpay 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
Enter the criteria that you want to use to select the payment accounts to delete.
From the Options menu, select Schedule to display the Phantom Scheduler window.
Schedule the PASS account deletions, as necessary. The date fields accept variable dating.
See Also: