How do I add a payment card to a customer's profile?

Home Using the Payments Portal
Important: 
• You must add a customer for recurring billing before you can add a payment card to their customer profile.
• The Payments Portal does not save the payment card's CVV or use it when running recurring billing transactions.

To add a payment card to a customer's profile:

  1. On the toolbar, click Recurring Billing.
  2. Click the customer's record to open the detailed view.
  3. Click Add a New Card.
  4. Enter the Card Information:
    1. Type the Card Number.
    2. Using the month and year drop-down menus, select the Expiration Date.
    3. Type the Name on Card.
    4. Type the Street Address.
    5. Type the Postal Code.
  5. Click Save Card.
Next steps: How do I create a recurring billing contract?

Modified on: Thu, 17 Jan, 2019 at 5:49 AM