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Saving a Credit Card to an Account

Once you have set up an account with one of 2 credit card Processors you will have the ability to save a credit card to your customer’s accounts. The saved cards can be used for recurring billing or to make it easier if a customer likes to call each month and pay over the phone.



To Save a Credit Card:

  • From the account information page scroll down and open the Credit Card section.
  • Enter the card number and expiration date.
  • The card type will be assigned based on the number entered.
  • If using a card reader, check the box labeled swipe credit card and then slide the card through the reader.
  • Verify the name and address match the billing information from the credit card.
  • If the customer is signing up for recurring billing check the box and assign it to the appropriate group.
  • Click Save Changes.
  • You should now see the card type, the last 4 digits of the card, and the expiration (seen below).


Managing Saved Credit Cards:

Enter New Card – Use this option when a customer wants to change their credit card on file or they are updating a card that is expiring. PCI regulations stipulate that when a customer’s credit card expires the entire card number must be re-entered.

Edit Recurring Billing – This option allows you the change the recurring billing status or group of the credit card on file.

Clear Card – Use this tool to delete the customer’s credit card from their record.

Note: If a customer’s credit card has been declined or expired you may require them to enter a new one the next time they access their parent account by checking the box on the left side of the CC information section. 

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