Once you have set up an account with one of 2 credit card Processors you will have the ability to save a credit card to your customer's accounts. The saved cards can be used for recurring billing or to make it easier if a customer likes to call each month and pay over the phone.
To Save a Credit Card:
From the account information page scroll down and open the Credit Card section.
Enter the card number and expiration date.
The card type will be assigned based on the number entered.
If using a card reader, check the box labeled swipe credit card and then slide the card through the reader.
Verify the name and address match the billing information from the credit card.
If the customer is signing up for recurring billing check the box and assign it to the appropriate group.
Click Save Changes.
You should now see the card type, the last 4 digits of the card, and the expiration (seen below).
Managing Saved Credit Cards:
Enter New Card - Use this option when a customer wants to change their credit card on file or they are updating a card that is expiring. PCI regulations stipulate that when a customer's credit card expires the entire card number must be re-entered.
Edit Recurring Billing - This option allows you the change the recurring billing status or group of the credit card on file.
Clear Card - Use this tool to delete the customer's credit card from their record.
Note: If a customer's credit card has been declined or expired you may require them to enter a new one the next time they access their parent account by checking the box on the left side of the CC information section.