To generate payment card export files

The procedure to generate payment card export files is as follows:

Navigate to Quick Menu > Rents > Configuration > Payment Card Generation. The Payment Card Generation window is displayed, revealing a list of all current payment card requests in the Payment Card Generation summary table, with the Select tick box active.
Deactivate the Select tick box against one or more payment cards to exclude them from the export file generation process.
Click on Generate Cards. The end user is asked to affirm generation of the selected number of cards.
Click on Yes. The output file is generated with the default naming convention PaymentCard_<Date>_<Time>.csv, ready for submission to a third party provider 2. The content of the file is summarised in the table below 2. For each associated account, the Generated By and Date Generated payment card fields are automatically populated with the name of the end user generating the export file and current system date respectively.

Field	Description
Organisation Name	The name of the housing organisation.
Company	The company linked to each payment card account.
Account Reference	The unique reference number for the account.
Payment Reference	The unique reference number assigned to the payment card.
Account Type	The categorisation of the account e.g. Rental, Residential, Non Residential, Sundry, Licence, etc.
Head of Group Title & First Name	The title and forename of the contact identified as head of the group for the account.
Head of Group Surname	The surname of the contact identified as head of the group for the account.
Contact group names	A list of all members in the group.
Asset Address	The full postal address of the associated asset.
Asset Number Or Name	The BS7666 dwelling field of the asset address.
Asset Street	The BS7666 street field of the asset address.
Asset Locality	The BS7666 locality field of the asset address.
Asset Town	The BS7666 town field of the asset address.
Asset County	The BS7666 county field of the asset address.
Asset Post Code	The post code of the asset.
Contact Group Address	The full postal address of the contact group.
Contact Group Address Number or Name	The BS7666 dwelling field of the contact group address.
Contact Address Group Street	The BS7666 street field of the contact group address.
Contact Group Address Locality	The BS7666 locality field of the contact group address.
Contact Group Address Town	The BS7666 town field of the contact group address.
Contact Group Address County	The BS7666 county field of the contact group address.
Contact Group Address PostCode	The post code of the contact group address.

Note

1 The date format is YYYYMMDD; the time format is HH:MM:SS.

2 The standard file format is CSV (Comma Separated Variable).

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Payment card management overview

To generate payment card export files via a scheduled task