The Credit Cards section stores encrypted credit card information that is saved to a contact's record. A contact can retain multiple credit cards on file. Cards will automatically be stored for club members when they signup for a Club Membership, and can be added in for general customers by an admin user. If a customer has username and password information to log onto the website, the customer will be able to save a card on file via their member pages (for more information, please visit the Member's Area Credit Card documentation.
1. Go to Contacts > open a specific contact > Manage Credit Cards.
2. Click [+] Add Credit Card.
3. Enter the Card Number and Expiry Date information. The credit card type will be assigned automatically based on the card number that was entered.
|Card Number*||Enter the credit card number. This needs to be a valid card number.|
|Expiry Date*||Enter the expiry month and year. You are not able to enter a card that has already expired through this tool.|
|Name On Card||Enter the full name that appears on the credit card.|
The primary card that will be selected when a customer places an order.
Marking a card as primary does not assigned the card to a customer's Club Membership. This change only affects the checkout process for future orders (Admin Panel, website, POS, etc.). To update a customer's Club Membership to use a specific credit card, the checkbox for the appropriate club level must be selected under the field Update Club Membership(s) with this card.
|Update club membership(s) with this address?||By checking off one of the clubs, it will update the credit card for that club. This will only show if the contact is a club member. If this is not checked off, this new credit card, or edit to an existing credit card, will not affect the credit card on the contact's club membership(s).|
5. Click Save.
To use the Edit button on a saved credit card to edit and update the details for that card or choose to delete the card.