You can add and manage your customers' credit cards on file by navigating to their account profile and selecting the option Cards on File.
Cards on File is currently only available if CivicRec, Authorize.net, or PayFlow is your merchant account.
Contact us for information on new payment gateway integration if you do not use one of these payment gateways.
If you receive the error for "Bill to Last Name," view our article for ways to resolve.
- Search and select a user
- Select Cards on File
- Select Add Card on File
- Fill in fields
- Credit/Debit Card: Add Number, Expiration Date, and Security Card
- Cardholder Name: Add cardholder's name
- Address: Add address
- City, State, Zip: Add additional address information
- Select Submit
- Card will appear on file
For checkout: When you select the payment type Credit/Debit, you choose to use one of the saved cards on file or choose to enter a new payment method.