A credit card can be added to the customer’s account information if they would like their payments to be charged to a credit card. Your permission profile must have edit permissions enabled in order to add a new credit card account.
Note
IDI does not replicate credit card information when replicating a database to your customer site.
To add a new credit card account:
On the customer's E-Pay Accounts window, right-click select New > Credit Account. This displays the New Credit Account window.
Enter the account and address information on the respective tabs as described below:
Account Information Tab
Card Number
Customer’s credit card number. The system validates that the format of the number entered is correct for the Card Type selected in the next field.
Note
Depending on your permissions, this field may be masked.
Card Type
Type of credit card used by the customer for payment (for example: VISA or AMEX).
Expiration Date
Credit card expiration date. The expiration date cannot be before the start date.
Note
Be sure to enter the expiration date in the form MM/DD/YYYY. If there is no DD indicated, use the last day of the month.
Start Date
First date that the system can use this credit card account for transactions.
Note
All start dates must be prior to the end date.
End Date
Date this credit card account should no longer to be used for transactions.
Note
If no End Date is entered, the system will automatically enter the Expiration Date in this field.
Account Description
Select recurring or non-recurring from the drop-down list.
Recurring Start Date
Date the system is to start using this account on a recurring basis (or select it from the drop-down list). Available only if the Account Description is "Recurring."
Recurring End Date
Date that the system is to stop using this account on a recurring basis (or select it from the drop-down list). Available only if the Account Description is "Recurring."
Use 5 Digit Zip
If checked only the first five digits of the customer's zip code are sent to the payment vendor. This option prevents rejection of a transaction if the associated bank cannot handle nine-digit Zip codes.
Address Information tab
Contact
If the customer’s billing information is already in the system, select a contact from this drop-down. The remaining address fields are populated for you.
Contact Type
Type of contact associated with this record.
First Name
Customer’s first name.
Middle Initial
Customer’s middle initial.
Last Name
Customer’s last name.
Street 1
Customer’s primary address.
Street 2
Supplemental address information used for suite or apartment numbers, or other information that won’t fit in the Street 1 field.
Street 3
Additional address information, if applicable.
City/State/Zip
Customer’s city, state, and zip code.
Country
Customer’s country.
Company
The customer’s company name, if applicable.
Click Save. This adds the new credit card account to the list.
See also: