Creating a New Charge from Customer Profiles
To charge a customer from the customer profile page:
- Click on New Charge in the Transactions section.
- This will take you to the Virtual Terminal to run a transaction for the customer.
Associating Stored Credit Cards with Customers
To store a credit card manually, go to the customer profile of your selected customer. In the Cards section, click on Add New Card. Input the following details:
- Cardholder Name
- Card Number
- Expiration Date
- Choose to use the customer’s existing address from their profile, or use an alternate Billing Address (for AVS)
Please ensure that you have authorization from your customer before storing their credit cards. Click on Create Card to add the card. The new card will be added to the list of cards on file in the customer profile page when successfully added.
Editing and Deleting Stored Credit Cards
Edit a Stored Credit Card
To update or modify a customer’s stored credit card, go to the selected customer profile and click on Edit in the Actions column on the right in the Cards section.
Edit card details including Cardholder Name, Expiration Date, and Billing Address. Click on Save Card to update the stored credit card.
For compliance reasons, credit card numbers may not be modified, and only the last 4 digits of the card will be displayed. If you wish to modify the card number, please follow steps to add it as a new card.
Delete a Stored Credit Card
To remove a customer’s stored credit card, go to the selected customer profile and click on Delete in the Actions column on the right in the Cards section.
Deleting a stored credit card only disassociates the card from the customer, card information will still be accessible from the Transactions page. Stored credit cards cannot be deleted if they are being used in an active scheduled payment. Please cancel the scheduled payment before deleting the stored credit card.