How to Install PaymentVision

  1. Purchase the free PaymentVision DTP from the vStore.
    • Navigate to vPortal > vStore > Collection-Master > DTPs and ‘purchase’ the free PaymentVision DTP.
  2. Register the PaymentVision DTP in Collection-Master.
    • Follow the instructions in the EDI Help Manual for Registering an EDI.
    • PaymentVision is EDI #356.
  3. Add the AutoPost Module from the vStore.
    • Navigate to vPortal > vStore > Collection-Master > Modules & Enhancements. Add the free AutoPost module, which is required for PaymentVision.
  4. Run the Interface Registration Tool.
    • From the Collection-Master dashboard, go to Tools and select Interface Registration.
    • This step ensures that the system is ready to communicate with PaymentVision.
  5. Configure PaymentVision Login Settings.
    • Access the [4-2-5-Y-3] PaymentVision Login Configuration.
    • Configure the required login settings in the system.
  6. Configure the PYVISION.INI File.

    • In the CUSTOM folder, configure the PYVISION.INI file with the desired settings:

      • Require SSN = Y (Set to ‘Y’ if SSN is required for login or payment processing)
      • Status 1 Codes Exclude = ,0,0.00,00/1,,114,15,16,699,888 (Exclude specific status codes)
      • Status 2 Codes Exclude = 0,0.00,00/,114,15,699,888 (Exclude additional status codes)
      • Diary Codes Exclude = 900-999 (Exclude certain diary codes)
      • Diary Queues Exclude = QCLOSED (Exclude specific diary queues)
      • S Code Exclude = S-Test (Exclude certain S codes)
      • S-F Code Exclude = S-FTest (Exclude specific S-F codes
  7. Run PaymentVision Outbound Tools.
    • Run either of the following PaymentVision outbound tools:
      • [4-2-5-Y-1] PaymentVision Outbound (All Debtors)
      • [4-2-5-Y-2] PaymentVision Outbound (Debtor 1)
    • Choose the tool based on whether you need to process all debtors or just a specific debtor.
  8. Set up the FTP to PaymentVision (if not already set up).
    • Ensure the FTP (File Transfer Protocol) connection to PaymentVision is configured properly.
    • Configure the FTP settings to allow file transfers between the systems.
Help Center > Self-Help Resources > Collection-Master > How To > How to Install PaymentVision