Saving Customer Credit Cards
The EBMS software allows the user to store the customer’s credit card within the customer in a PCI compliant manner. The credit card is NOT stored within EBMS or any of the EBMS databases. The credit card details are communicated directly to the Verifone Payment gateway in a secure manner. Only the last few digits of the card number can be viewed from EBMS.
Complete the following steps to add credit cards to a customer’s account:
Open a customer account by selecting Sales > Customers from the main EBMS menu and opening a customer record.
Select the Terms tab
of a customer record as shown below:
Select the Credit Cards
button to open the following credit card list dialog:
Select New to
open the following capture dialog:
The credit card can be captured securely using either of the following 3 methods:
Select the Use Verifone Point option if the user can swipe the credit card using a Verifone hardware device.
Select the Use Verifone Point option and enable the Card number will be manually keyed in using the Point Device option. Review the Processing Payment Cards section for more details on processing cards using Verifone Point.
Select the Type-In Credit Card option to use the Verifone Virtual terminal option instead of a Verifone hardware device. Review Virtual Terminal for more details on this option.
Enable the Preferred Credit Card option is the card is to be used as the standard payment for recurring billing or all the customer’s payments. Review the Automated Credit Card Payments section for more details on this option.
Add instructions given by the customer or other process notes in the Comment entry and click OK.
Review the limited information about the stored credit card by selecting Properties from the credit card list. The following dialog will appear:
Note that only a few digits of the credit card number are available along with the expiration date. This dialog can be used to identify when and how the card was collected.
A credit card can be stored from a payment record within an invoice. Complete the following steps to copy the credit card information to the customer record:
Open a sales invoice that has a credit card payment applied.
Right click on a payment and select Store Credit Card in Customer Account from the context menu to copy credit card information to the customer account. This process does not expose the credit card number to the user.
Review the Automated Credit Card Payments section for more details on automating credit card payments.
Review the Customer Payments > Direct and Automated Payments section for more automated payment options.