Add a Credit Card Account

To add a new Credit Card from the E-Pay Accounts page:

1. Click . The

2. Select Credit Card from theChoose Account Type window.

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3. Enter credit account information in the Save Create Credit Card Information form.

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   Note

   Credit Card accounts expiring within the next three months are displayed with a 'Pending Inactive' status.

Authorize.Net Notes

• If an account type is changed from Credit Card to Bank Account, an error message will be displayed indicating the account type does not match what was previously selected and the account will be deleted from the payment provider's system.

• If the account is successfully created at the payment portal the Create Credit Account screen is displayed. Additional E-Pay details will need to be entered about the account.

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• Care will attempt to match the Billing Information to a contact record on the IDI platform account. If one is found that contact is displayed.

• You can change the associated contact record by selecting from the contacts on the account.

• If the contact is changed the system will update the Billing Information at the payment portal.

  If a matching contact record is not found, you'll get a message directing you to either select a different contact on the account (which will subsequently cause the payment portal billing information to be updated), or have the system create a new contact record when the E-Pay account is saved.

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