Refer to documentation Implementation
Fields
The following fields are present on this tab :
Block number 1
| This field is used to display the customer that will be used upon adding or saving payment cards. |
| Enter a unique account nickname to identify this payment card. You can select an existing payment card for this customer or you can create a new payment account by entering a new account nickname.
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| This check box is automatically selected and enables the card for payment processing.
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| Enter a processing code defined by the user. This code identifies the link to the company and account defined in the Payment gateway setup.
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| You can select Sage Exchange or Sage Pay. The Processor type cannot be changed if any credit cards have been assigned to the Processing code. |
| This check box can be selected as the default payment card for the customer. Only one default payment card is allowed for each customer/processing code. |
| This field is used to display the company linked to the processing code. |
Billing information
| Enter the cardholder name. If a saved payment card is selected, the cardholder name displays and cannot be changed. If the One time use card checkbox is selected, the cardholder's name must be entered and the information is saved to the payment card transaction. |
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| Check this box to display the default billing address of the customer.
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| Enter the country of the invoicing address of the cardholder. If the Billing address check box is selected, the country from the customer's bill-to address is displayed and cannot be modified. If the Billing address check box is cleared, the country from the customer's bill-to address can be modified. |
| Enter the billing address of the cardholder.
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| Enter the invoicing status of the cardholder.
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| Enter the postal code. If the Billing address check box is selected, the postal code from the customer bill-to address appears and cannot be modified. If the Billing address check box is cleared, the postal code from the customer bill-to address can be modified. |
| Enter the customer’s city. If the Billing address check box is selected, the city from the customer's bill-to address is displayed and cannot be modified. If the Billing address check box is cleared, the city from the customer's bill-to address can be modified. |
| Enter the cardholder's email address. |
Account information
| This field is used to display the payment type used. The valid values are: Visa, MC, AMEX, and Other. |
| This field displays the last four numbers of the payment card. |
| This field displays the expiration date of the payment card. |
| This button is only available if the Processor type is Sage Exchange. Click this button to change the payment card number or expiration date in the Sage Exchange Vault window for the existing payment card record. When adding a new payment card, click Create to access the Sage Exchange Vault window and enter the payment card number and expiration date. |
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