Creating a new charge from customer profiles
To charge a customer from their customer profile page:
- From the Customers tab, click on the CUSTOMER # of the customer you want to charge
- Click into the Transactions tab, and select New Charge
- This will take you to the Virtual Terminal where the customer information is pre-populated for you. You can also do this manually.
Associating stored credit cards with customers
SwipeSimple allows you to associate multiple stored credit cards with any customer profile. To utilize Address Verification Service (AVS), please ensure that stored credit cards contain billing address details.
Adding a stored credit card manually
To store a credit card manually, go to the customer profile of the 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)
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.
When saving a card with this method, SwipeSimple quietly performs a $1 authorization to verify the card details. If the authorization is approved, the card is able to be verified and is saved at which point the authorization will automatically void itself in the background; however if the authorization is declined by the card issuing bank, SwipeSimple is not able to determine the validity, and a message will appear informing you that the card could not be saved. If this occurs you may need to reach out to the customer to confirm with their bank, or reach out to your Merchant Service Provider for more details on the issue.
Please ensure that you have authorization from your customer before storing their credit cards.
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 If you wish to modify the card number, you will need to delete the outdated version and follow the steps to add it as a new card.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 into the Cards tab. From the ACTIONS column, click on Delete.
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.