3.0 Activities


CivicRec
®

Manage Cards on File

Overview

You can add and manage your customers' credit cards on file by navigating to their account profile and selecting the option Cards on File.

'Cards on File' is currently only available if CivicRec, Authorize.net or PayFlow is your merchant account. 

Don't use one of these payment gateways? Contact us for information on new payment gateway integration.

Instructions

 

Add a Card on File

  1. Search and select a user
    chrome_2017-11-27_10-38-09.png
  2. Select Cards on File
    chrome_2017-11-27_10-38-35.png
  3. Select Add Card on File
    chrome_2017-11-27_10-39-01.png
  4. Fill in fields
    chrome_2017-11-27_10-39-23.png
    • Credit/Debit Card
    • Cardholder Name
    • Address
    • City, State, Zip
  5. Select Submit
    chrome_2017-11-27_10-39-53.png
  6. Card will appear on file
    chrome_2017-11-27_10-40-17.png
    • Note: Select the red X to delete the card
  7. For checkout: When the payment type Credit/Debit is selected, you choose to use one of the saved cards on file or choose to enter a new payment method 

 

Error for "Bill to Last Name"?

Note: We recommend you try option one first.

  1. Double check or re-enter the card on file information and be sure to include the first and last name

    OR

  2. Log into your authorize.net Account > Payment Form settings
  3. Uncheck Required for the name fields.

 

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