Within the portal you can add 1 or more credit cards that will be saved on file. The advantage to storing a Credit Card is at checkout you don't have to go through the headaches of entering all the Credit Card and Billing information. If you are setup for any type of recurring services you are required to have at least one valid Credit Card saved with us and set that Credit Card as the default card we should use for recurring charges such as our Monthly Hosted service.
For security reasons we do not actually store your credit card. All information has passed to the Credit Card Gateway such as Paypal or Authorized.net and they store all the information. They give us a unique token ID that we use each time we want to make a charge on your Credit Card.
Storing Credit Cards
You can save your credit card to your Portal account by using the process below, or when completing a transaction in the Store with a credit card you will have the option to save your card at that time as well. Instructions for purchasing items in the store can be found on this page How to Purchase Commercial Modules.
Accessing Credit Card Section for Management
- Once logged into the portal Select Customers>> List All
- You should now see a list of all customers include yourself and any customers that are below you as sub account. You can only Add and View credit card information for your direct account for security reasons. None of you sub accounts will expose the Credit Card option.
- Clicking on the Credit Card Icon
- If this is the first time adding credit card, you will be prompted to enter your credit card information, including the billing address on file with your financial institution. Type in your information, including card number, name and expiration date.
- Click the
- NOTE: If paying by American Express you will need to enter the four digit code on the front of the card, as seen below.
- Once you have entered your credit card you can optionally click the
Deleting A Credit Card
- From the main Credit Card screen as outlined above you can click the REMOVE option to Delete your Card.