General


 

Add Cards on File

Overview

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. 

Instructions

  1. Search and select a user
    chrome_2017-11-27_10-38-09.png
  2. Select Cards on File
    chrome_2017-11-27_10-38-35.png
  3. Select Add Card on File
    chrome_2017-11-27_10-39-01.png
  4. Fill in fields
    chrome_2017-11-27_10-39-23.png
    • 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
  5. Select Submit
    chrome_2017-11-27_10-39-53.png
  6. Card will appear on file
    chrome_2017-11-27_10-40-17.png

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.




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