Credit Card Programs Configuration Reference

Credit programs are issued with $0 and charge into the negative. These accounts can be reset back to 0 on a recurring basis or they can be paid via transactions posted in the account admin portal. These accounts cannot be reloaded from a workstation. These can be tied to card rules and redemption rules.

• Creating a Credit Card Program
  
• Configuring a Credit Card Program
  

Creating a Credit Card Program

1. In Reporting and Analytics, click the link to go to the Programs page in the iCare Gift, Payment, and Loyalty Configuration portlet, and then click Add. If you cannot find the link, contact your system administrator.
2. Click the General tab, and then select Credit Card from the Program Type drop-down list.
3. Enter an identifying name in Program Name, and optionally enter a Description for comments or notes regarding the program.
4. Enter the name to be shown and used on myicard.net in Public Name.
5. Enter an identifying code up to 10 alphanumeric characters in Program Code. This code cannot be seen by the guest.
6. Leave the Coupon Code blank.
7. Select Same type, amount, and check from the Credit Reversal and Debit Reversal drop-down lists.
8. To use a separate landing page style, enter the name of the style dictionary in Override Style Directory.
9. Configure currency settings for the program:
   1. Select the default currency type used by the program from the Currency Type drop-down list.
   2. Select Allow Foreign Currency to allow the usage of other currency in transactions.
10. Configure whether to allow a card rule to be used with other programs. By default, a card rule can only be used for one program.
    1. Select Allow Multiple Programs/Card Rule to allow the card rule for this program to be linked to other programs. Do not select this option if you want to keep the card rule unique to this program.
    2. Select Prompt for Program at POS if you want the Point-of-Sale application to prompt the user to select which program to use. Enable this option to avoid confusion when a card can be used for more than one program.
11. Configure user authentication for the program:
    1. Select or deselect Prompt for PIN on myiCard.net, Prompt for PIN with Swipe at POS, and Prompt for PIN with Manual Entry at POS to control when a customer must enter their personal identification number.
    2. Select the method for generating the default PIN for a new user from the Pin Type drop-down list.
    3. Leave the Web Password Type blank.
12. For programs with a limited duration, select the date range that the program is active using the Effective From and Effective To date selection fields. Leave the fields blank if the program has an indefinite duration.

Configuring a Credit Card Program

1. Click the Gift or Debit/Credit/Award Programs tab.
2. Select Allow Partial Redeem to allow the Point-of-Sale to redeem the total value of the card when it is used for a check with a higher value. For example, when applying a credit card with $5 remaining to a $10 check, if this option is enabled, the system applies the $5 from the card to the check. If this option is not enabled, the system shows an insufficient balance error, and the balance must be manually redeemed.
3. Select Do Not Allow Issue/Reload and Redemption on Same Check to prevent issuing, reloading, and redemption actions to be performed on the same check.
4. Enter the maximum amount that the account can be charged into the negative for the program in Default Credit Limit.
5. Enter the text shown when the account reaches the credit limit in Credit Denial Text.
6. Configure card expiration:
   1. Select a validity period from the Valid Until Type drop-down list.
   2. For Set Inactive After X Periods of Inactivity, Valid for X Periods, and Valid Until Period End, select the Valid Until Period Type and enter the Valid Until Number Periods to set the amount of time before a card expires.
   3. For Valid Until Date, select the date in the Valid Until Date date selection field that all cards of this time expire.
   4. Make sure to schedule an expiration date sync job.
7. Select Require Customer On Redeem to require customer information to be linked to the store value account before awards can be redeemed. Customer information can be updated through myicard.net, Gift and Loyalty web service requests, and Gift and Loyalty Account Administration. When adding customer information through myicard.net, the Sync iCare Transactions with Location Activity and Sync New iCare Customers with Customer Activity operations must run before a Point-of-Sale transaction updates and reviews customer information.