Account Management


 

Add a Card on File

 

Overview 

This article will show you how to add a card on file for an account.

You can add and manage your customers' credit cards on file by navigating to their account profile and selecting the option Cards on File.

 

Important Notes

  • 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
    search_and_select_user.jpg

  2. Select Cards on File underneath the Account Actions right-hand side menu
    select_cards_on_file.jpg

  3. Click + Add Card on File
    select_add_card_on_file.jpg

  4. Enter information
    enter_card_information.jpg
    • Credit/Debit Card: Enter card number, expiration date, and security code
    • Cardholder Name: Autofills with account holder's name
    • Address: Enter street information
    • City, State, Zip: Enter your city, state, and ZIP code

  5. Click Submit
    select_submit_to_add_card_on_file.jpg



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