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
    rec_search_select_user.png
  2. Select Cards on File underneath the Account Actions right-hand side menu
    cards_on_file.png
  3. Click Add Card on File
    add_card_on_file.png
  4. Enter information
    add_card.png
    • 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
    submit3.png



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