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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Saved Payment Methods with Global Payments Integrated

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If you are using Global Payments Integrated (formerly OpenEdge), it is possible to allow your users to save payment methods for future use. You can learn more about how Saved Payment Methods work.

 

Store a Payment Method During Checkout

When you save a payment method, there are two ways to store it. The first way is if the user would like to store a payment method during checkout. 

 

The user will see the payment form, including the amount owed. Behind the scenes, Global Payments Integrated will store the payment information for future use.

 

Global PaymentS Form.

 

You can confirm if a payment method was successfully saved by looking in the Pay History log.

 

Payment method saved message in History Log.

 

Store a Payment Method Outside of a Transaction

The second way to store a payment method is outside of a transaction. For example, if a user would like to update their saved card before the next billing cycle.


In this example, they would be presented with a very similar form, except that the amount owed is $0. Behind the scenes, the card is being verified by performing a $0 authorization. However, since no funds for flagged for settlement, no payment will go through.

 

Converge Saved Card.

 

These types of transactions can be confirmed using the Global Payments Integrated Transaction Finder. They will show as Auth and not as Sale.

 

Store Payment Method Form.

 

These types of transactions will show in the CivicPlus Pay activity log as well. They will be listed as Saved Payment Method Authorization. 

 

Pay Saved Payment Method Authorization.

 

Store an ACH (Bank Account)

You can store ACH (Automated Clearing House) as a payment method just like credit cards and debit cards with one exception. Before checking out, the user may choose if they want to save their payment method, if so, behind the scenes Global Payments Integrated will store this information. The user will be presented with the ACH form.

 

The one exception is that you cannot store ACH outside of a transaction. $0 authorizations are not supported at this time.

 

ACH on File form.

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