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:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- Click Add a New Card.
- Enter the Card Information:
- Type the Card Number.
- Using the month and year drop-down menus, select the Expiration Date.
- Type the Name on Card.
- Type the Street Address.
- Type the Postal Code.
- Click Save Card.
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Tags: payments portal, recurring billing, regular payment, contract, subscription, customer profile, payment card