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Please Note: Cards are not stored within our software, but with the gateway, which handles PCI compliance.
If you're integrated with a gateway that supports it, you can save customer credit cards for recurring billing. (Currently WorldPay, Authorize.net, and Stripe.)
Once you've set up your account with your gateway and transactions are working, you can add credit cards by going to the Stored Payment Profiles widget on the Customer Detail screen.
Click the "New" button to add a new card. This will take you to the screen where you can provide card details. Note that you will manually need to type the information; you cannot use a credit card terminal to do so.
Cards are not stored within our software, but with the gateway, that handles PCI compliance.
Note: If you update a customer's billing information in the gateway directly, you'll need to do the same in the software, and vice versa.
For more information on setting up credit card integrations in the app, see our article here.
To create an automatic customer expiration reminder, head to Admin > Invoices - Expiring Payment Profile Reminders.
Next click the New Reminder button to create a new reminder OR edit an existing reminder in the table list.
When creating or editing a reminder, you have the following fields.
Name: Uh, I think you know what this is.
Expring in # days: Number of days before cc expiry that this reminder will send out.
Cc email: Add additional email address to copy someone
Email Message: You can customize the look and feel of the message like other templates
There is a selection of Stored Payment events that you can set to automatically alert your team when they occur. To do this, head to Admin > Notification Center. From there edit an existing communication group or create a new one.
Payments - A new card was stored in the Customer Portal
Payments - A stored card was removed in the Customer Portal
Payments - A stored card is expiring in 15 days
Payments - A stored card is expiring in 30 days
Payments - A stored card is expiring in 60 days
When entering credit card numbers manually, you need to click the BLUE button before typing the number in to the field. You will be taken to a different screen where the number needs to be entered.
If you are trying to add a Saved Credit Card to a customer and receiving the following error:
The element 'createCustomerPaymentProfileRequest' in namespace 'AnetApi/xml/v1/schema/AnetApiSchema.xsd' has invalid child element 'paymentProfile' in namespace 'AnetApi/xml/v1/schema/AnetApiSchema.xsd'. List of possible elements expected: 'clientId, refId, customerProfileId' in namespace 'AnetApi/xml/v1/schema/AnetApiSchema.xsd'.
The solution is you'll want to log into your Customer Information Manager (CIM) at authorize.net and enter/edit that customer's credit card information there.
Once that's done, you can add it to the software by entering the information in the "Manual CIM Id" tab rather than trying to type in the credit card number itself.