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PayJunction: Automatic reconciliation of payment card types

A practice manager can configure automatic reconciliation of the payment card types for a PayJunction payment method.

When a staff member receives a client payment, the client could use a different payment card compared to the card of the payment method that a staff member selected in ezyVet. As a result of automatic reconciliation, ezyVet can automatically change the payment method to one that has the correct card type.

After ezyVet completes an automatic reconciliation for a client payment:
  • ezyVet records the change in the Change Log tab of the payment
  • Applicable ezyVet reports show the change
Note: Applicable reports include the Payment Summary report and End Of Day Wizard report.
You can configure automatic reconciliation for:
A payment method has a Reconciles Payments setting in its configuration. To configure automatic reconciliation of the payment card types, a practice manager:
  1. Sets Reconciles Payments to YES.
  2. Set Card Types to the payment card type of a different payment method that ezyVet will automatically change to
Figure 1. The Reconciles Payments and Card Types setting

The Reconciles Payments and Card Types setting
Callisto Vets uses the PayJunction terminal payments integration. The practice manager makes a PayJunction payment method named Mastercard that staff will use for terminal payments. In the configuration of the payment method, the practice manager:
  • Sets Reconciles Payments to YES
  • Sets Card Types to VISA

A client wants to make a payment of 20 dollars. To receive the payment, a staff member selects the Mastercard payment method in ezyVet. But the client uses a Visa payment card at the payment terminal.

As a result:
  1. ezyVet knows that the payment card that the client uses is applicable to a Visa payment method
  2. ezyVet automatically corrects the client payment to use a Visa payment method
  3. ezyVet records the change in the change log of the payment record
Figure 2. A payment method change in a change log

A payment method change in a change log